VRT · Vertiv Holdings CoVertiv Holdings Co
🔬 OpenAI memo to Congress warns that US must expand power grid to maintain AI advantage, reiterating tailwind for energy and power delivery companies, and second-order tailwind for companies with secured GW capacity
OpenAI memo to Congress warns that US must expand power grid to maintain AI advantage, reiterating tailwind for energy and power delivery companies, and second-order tailwind for companies with secured GW capacity.
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Vertiv benefits from AI data center buildout and power infrastructure constraints, with strong revenue and margin growth.
source ↗Google's TPU v7 Ironwood supply chain analysis highlights key beneficiaries, with Lumentum as primary beneficiary due to OCS optical switching. Initiating a position in LITE on expected scaling of TPU v7 clusters.
source ↗Broadcom's selloff is a buying opportunity due to misunderstood backlog floor and continued ASIC ramp for hyperscalers, benefiting the AI infrastructure ecosystem.
source ↗Google's massive capex increase signals accelerating AI infrastructure spend, benefiting AI supply chain companies.
source ↗OpenAI memo to Congress warns that US must expand power grid to maintain AI advantage, reiterating tailwind for energy and power delivery companies, and second-order tailwind for companies with secured GW capacity.
source ↗No qualifying thesis event for 45+ days.