MarketPulse

power systems

4 articles
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Bloom Energy's AI Boom: Premium Valuation Tests Investor Conviction in 2026

Bloom Energy surged 450% amid AI infrastructure demand and blue-chip partnerships, but 165x P/E and 16x P/S valuations signal risk. $6B backlog shows strength; execution and competition will determine viability.
WMTAMZNBEBAMAEPdata centersstock valuation
The Motley FoolThe Motley Fool··John Bromels

Beyond Nvidia: Why Vertiv's Data Center Infrastructure Could Be AI's Next Big Play

Vertiv offers an alternative AI infrastructure play through data center power and cooling systems, boasting 252% YOY order growth and $15 billion backlog amid projected data center spending surge.
NVDAMUVRTTXNdata centersAI infrastructure
BenzingaBenzinga··Prnewswire

Schneider Electric Positions Healthcare IT Infrastructure as Critical AI Enabler

Schneider Electric unveils comprehensive energy and digital solutions at HIMSS26 to address hospitals' escalating power demands from AI adoption and electrification initiatives.
MSFTSBGSYAI adoptiondigital transformation
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