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cooling solutions

4 articles
The Motley FoolThe Motley Fool··John Ballard

AI Infrastructure Boom: Three Stocks Poised for Growth as Spending Nears $1 Trillion

AI infrastructure spending projected to nearly triple to $902 billion by 2029. Dell, Nebius, and Vertiv positioned for growth through server backlogs, cloud expansion, and thermal solutions.
DELLVRTNBISdata centersAI infrastructure
Investing.comInvesting.com··Leo Miller

AI Infrastructure Stocks Surge Into S&P 500 as Data Center Boom Accelerates

Three AI infrastructure stocks—Lumentum, Coherent, and Vertiv—joined the S&P 500 on March 23, 2026, reflecting data center buildout demand and NVIDIA's $2B strategic investments.
NVDAVRTLITECOHRSATSAI stocksdata center infrastructure
The Motley FoolThe Motley Fool··John Ballard

Nvidia's Networking Revenue Explodes 263%: AI Boom Extends Beyond Chips

Nvidia's networking revenue surged 263% YoY to $11B, revealing AI infrastructure demand spans GPUs, networking, and cooling across the entire supply chain.
NVDAANETVRTsupply chaindata center
The Motley FoolThe Motley Fool··Jack Delaney

Vertiv's Doubled Backlog Positions Stock for Sustained Growth Beyond Recent Rally

Vertiv's backlog doubled to $15 billion with 28% sales growth and 27-29% projected growth for 2026, positioning the AI data center infrastructure supplier for sustained gains.
VRTdata centerAI infrastructure