{"id":5285,"date":"2026-06-29T15:15:58","date_gmt":"2026-06-29T15:15:58","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=5285"},"modified":"2026-06-29T15:15:58","modified_gmt":"2026-06-29T15:15:58","slug":"looking-to-benefit-from-next-gen-ai-data-center-build-out-buy-these-3-stocks","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=5285","title":{"rendered":"Looking to benefit from next-gen AI data center build-out? Buy these 3 stocks"},"content":{"rendered":"
<\/div>\n

The explosive growth in artificial intelligence (AI) is triggering a massive data center investment cycle and fundamentally reshaping infrastructure design.<\/p>\n

Nvidia (NVDA) anchors this shift, accelerating a transition toward next-gen 800-volt direct current (VDC) data centers slated for commercial rollout in 2027.<\/p>\n

This redesign supports ultra-dense 576-GPU architectures, a quantum leap from today\u2019s 72-GPU standard, by relocating power conversion out of the rack and into standalone power centers.<\/p>\n

Barclays\u2019 analyst Julian Mitchell flags this structural shift as a powerful catalyst for infrastructure suppliers \u2013 and, according to experts, the following three names are particularly well positioned to benefit.<\/p>\n

Vertiv Holdings (VRT)<\/h2>\n

Vertiv\u2019s specialized power management systems secure its position as Nvidia’s lead architectural collaborator for the 800VDC transition.<\/p>\n

The firm engineers the vital hardware that converts grid alternating current to 800VDC, alongside the DC-to-DC power shelves that high-density racks demand.<\/p>\n

Financial momentum is already accelerating; first-quarter sales climbed 30% year-over-year to $2.65 billion, while adjusted operating margins expanded 430 basis points to 20.8%.<\/p>\n

Driven by an order backlog of about $13 billion, management lifted full-year guidance, projecting roughly 51% earnings growth.<\/p>\n

While chief product officer Scott Armul expects a \u201csteady\u201d commercial ramp through 2027, VRT stock offers high-leverage exposure to the precise capacity and density bottlenecks the impending architectural shift aims to resolve.<\/p>\n

GE Vernova (GEV)<\/h2>\n

While internal rack hardware scales, GE Vernova provides the heavy-duty electrical infrastructure linking power grids directly to data center facilities.<\/p>\n

As a premier power equipment specialist, the company bridges the widening gap between utility generation and AI campus consumption.<\/p>\n

Recent performance highlights a massive backlog acceleration; Q1 sales rose 16%<\/a> to $9.3 billion, while organic orders surged 71% to $18.3 billion, pushing total backlog to $163 billion.<\/p>\n

With orders running at twice the rate of shipments, management pulled forward the firm\u2019s $200 billion backlog target to 2027.<\/p>\n

This unprecedented macro-level demand ensures GE Vernova stock captures the upstream energy investments required to sustain dense 576-GPU facility configurations.<\/p>\n

nVent Electric (NVT)<\/h2>\n

Through disciplined acquisitions and divestitures, nVent Electric has transformed into a pure-play provider of electrical protection and advanced thermal management.<\/p>\n

Next-generation 800VDC architectures generate extreme heat profiles that render traditional air cooling obsolete \u2013 forcing hyperscalers to adopt liquid-cooling and in-rack power distribution systems.<\/p>\n

Financial execution underscores this transition: first-quarter revenue leaped 42% to $1.24 billion, propelled by a 76% surge in its data center-linked Systems Protection segment.<\/p>\n

Backlog tripled to a record $2.6 billion in fiscal Q1, prompting management to raise full-year sales growth guidance to 26%-28%.<\/p>\n

This rapid scaling, backed by a 40% boost in capital spending for capacity expansion, cements a compelling long-term thesis for the 2028 upgrade cycle.<\/p>\n

Wall Street currently rates NVT shares to \u201cStrong Buy<\/a>\u201d with the mean price target of about $193 indicating significant further upside from here.<\/p>\n

The post Looking to benefit from next-gen AI data center build-out? Buy these 3 stocks<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

The explosive growth in artificial intelligence (AI) is triggering a massive data center investment cycle and fundamentally reshaping infrastructure design.Nvidia (NVDA) anchors this shift, accelerating a transition toward next-gen 800-volt direct current (VDC) data centers slated for commercial rollout in 2027.This redesign supports ultra-dense 576-GPU architectures, a quantum leap from today\u2019s 72-GPU standard, by relocating…<\/p>\n","protected":false},"author":1,"featured_media":5286,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-5285","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5285","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5285"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5285\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/5286"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5285"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}