MarketPulse

semiconductor alternatives

2 articles
The Motley FoolThe Motley Fool··Scott Levine

Fluor's $25.5B Backlog Positions Construction Giant as AI Infrastructure Play

Construction veteran Fluor pivots to data center infrastructure, backed by $25.5B backlog and $3-4B Kentucky project amid $4T global spending boom.
NVDACRWVNBISFLRWULFdata centerscapital expenditure
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