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6 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
The Motley FoolThe Motley Fool··Harsh Chauhan

Jabil Poised for AI Boom as Server Demand Drives 35% Revenue Growth

Contract manufacturer Jabil expects strong Q2 results March 18, backed by $12.1B AI revenue forecast and hyperscaler negotiations.
MUJBLhyperscalersAI infrastructure
The Motley FoolThe Motley Fool··Marc Guberti

Three AI Infrastructure Plays Positioned for Explosive Growth as Sector Booms

Three companies—Vertiv, Iren, and Micron Technology—emerge as potential wealth creators by supplying critical infrastructure for AI's explosive expansion.
NVDAMSFTMUVRTIRENdata centersinfrastructure
The Motley FoolThe Motley Fool··Courtney Carlsen

AI Infrastructure Boom Powers Eaton and Grainger Dividend Growth

Eaton and W.W. Grainger positioned to capitalize on AI data center surge, with strong dividend histories and expanding product lines.
GWWETNdata centersAI infrastructure
Investing.comInvesting.com··Zacks Investment Research

Data Center Infrastructure Leaders Diverge on Growth Strategy and Valuation

Two data center leaders diverge: Applied Digital pursues long-term AI infrastructure growth, while Vertiv offers near-term earnings stability with $15B backlog in expanding $9.99B sector.
VRTAPLDcapital expenditurethermal management
GlobeNewswire Inc.GlobeNewswire Inc.··Digital Realty

Digital Realty Brings Innovation Labs to Asia Pacific to Support AI Infrastructure Testing

Digital Realty launches innovation labs in Singapore and Japan to help enterprises test AI infrastructure before full deployment, expanding its DRIL program across Asia Pacific.
AMDCSCODLRDLRpJDLRpK+2AI infrastructurehigh-performance computing