MarketPulse

data center cooling

4 articles
The Motley FoolThe Motley Fool··James Brumley

Vertiv Holdings Emerges as Defensive AI Play Amid Valuation Pressures

Vertiv Holdings delivers 26% revenue growth in 2025 with 28% projected 2026 expansion, offering safer AI exposure through essential data center cooling and power equipment demand.
MSFTPLTRVRTAI infrastructureAI stocks
GlobeNewswire Inc.GlobeNewswire Inc.··Marketsandmarkets™

Data Center Liquid Cooling Market to Explode 32.7% Annually, Reaching $2B by 2032

Data center liquid cooling fluids market projected to surge from $0.28B in 2025 to $2.01B by 2032, driven by AI and high-density computing demands.
XOMSHELCCDOWenergy efficiencyAI workloads
Investing.comInvesting.com··Benjamin Rains

Vertiv Outpaces Nvidia With Strong AI Infrastructure Momentum

Vertiv stock surges 1,400% in three years, outpacing Nvidia. Strong 2026 guidance projects 34% revenue growth driven by AI infrastructure demand.
NVDATSMVRTAI infrastructuredata center cooling
Investing.comInvesting.com··Tafara Tsoka

Infrastructure Plays Gain Traction as AI Ecosystem Expands Beyond Chip Giants

AI infrastructure investment opportunities expand beyond chip makers. Specialized companies in servers, networking, cooling, and design software gain traction as enterprises scale AI deployment.
NVDASNPSANETVRTSMCIhyperscalersAI infrastructure