Order Pad | Everyone’s Talking Nvidia… We’re Buying This AI Infrastructure Stock Instead | Vertiv (VRT.NYS)
Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem?
In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure.
Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and mission-critical…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.