Vertiv Stock And 2 AI Infrastructure Picks For Data Center Power Demand

Simply Wall St.07-14 14:27

With energy costs, inflation debates, and bond markets all in focus, many investors are looking beyond headline-grabbing AI software stocks and toward the physical backbone that keeps AI running. This...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2651204321?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8132000-choice1-main-header/1585186905387","is_english":true,"pubTime":"2026-07-14 14:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2651204321","market":"sg","top_or_hot":-1,"title":"Vertiv Stock And 2 AI Infrastructure Picks For Data Center Power Demand","media":"Simply Wall St.","content":"<div>\n<p>With energy costs, inflation debates, and bond markets all in focus, many investors are looking beyond headline-grabbing AI software stocks and toward the physical backbone that keeps AI running. This...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-ttmi/ttm-technologies/news/vertiv-stock-and-2-ai-infrastructure-picks-for-data-center-p\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vertiv Stock And 2 AI Infrastructure Picks For Data Center Power Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVertiv Stock And 2 AI Infrastructure Picks For Data Center Power Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-14 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nasdaq-ttmi/ttm-technologies/news/vertiv-stock-and-2-ai-infrastructure-picks-for-data-center-p><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With energy costs, inflation debates, and bond markets all in focus, many investors are looking beyond headline-grabbing AI software stocks and toward the physical backbone that keeps AI running. This...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-ttmi/ttm-technologies/news/vertiv-stock-and-2-ai-infrastructure-picks-for-data-center-p\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMZY","symbol_name":"AMZN期权收益策略ETF-YieldMax","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-ttmi/ttm-technologies/news/vertiv-stock-and-2-ai-infrastructure-picks-for-data-center-p","article_id":"2651204321","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8132000-choice1-main-header/1585186905387"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-ttmi/ttm-technologies/news/vertiv-stock-and-2-ai-infrastructure-picks-for-data-center-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2651204321","pubTimestamp":1784010430,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"With energy costs, inflation debates, and bond markets all in focus, many investors are looking beyond headline-grabbing AI software stocks and toward the physical backbone that keeps AI running. This is where AI Infrastructure Stocks come in, targeting companies that build and operate the power, cooling, and connectivity that large-scale AI systems rely on. As central banks weigh interest rate decisions and geopolitical tensions affect energy markets, this screener aims to highlight...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZY":"AMZN期权收益策略ETF-YieldMax","UBOT":"Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2x Shares","THNQ":"ROBO Global Artificial Intelligence ETF","ROBT":"First Trust Nasdaq Artificial Intelligence and Robotics ETF","AGIX":"通用人工智能 ETF-AGIX","SMCX":"2倍做多SMCI ETF-Defiance","SMCY":"SMCI期权收益策略ETF-YieldMax","VRT.AU":"Virtus Health","MQQQ":"Tradr 2X Long Innovation 100 Monthly ETF","VRT":"Vertiv Holdings LLC","QQQW":"Tradr 2X Long Triple Q Weekly ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","TTEQ":"T. Rowe Price Technology ETF","LRNZ":"TrueShares Technology, AI & Deep Learning ETF","VGT":"信息技术ETF-Vanguard","DARP":"GRIZZLE GROWTH ETF","SMYY":"GraniteShares YieldBOOST SMCI ETF","FFTY":"Innovator IBD 50 ETF","XPND":"First Trust Expanded Technology ETF","XAIX":"Xtrackers Artificial Intelligence and Big Data ETF","TTMI":"TTM科技","DTCR":"Global X Data Center & Digital Infrastructure ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","FFND":"One Global ETF","QQJG":"INVESCO ESG NASDAQ NEXT GEN 100 ETF","VTHR":"Vanguard Russell 3000 ETF","VRTL":"2倍做多VRT ETF-GraniteShares","GK":"AdvisorShares Gerber Kawasaki ETF","AIPO":"Defiance AI and Power Infrastructure ETF","FPS":"Forgent Power Solutions, Inc.","NVDY":"NVDA期权收益策略ETF-YieldMax","AIBU":"Direxion Daily AI and Big Data Bull 2X Shares","QNXT":"iShares Nasdaq-100 ex Top 30 ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","BERZ":"MicroSectors FANG & Innovation -3X Inverse Leveraged ETN","BLOK":"Amplify Transformational Data Sharing ETF","AIFD":"TCW Artificial Intelligence ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","GOOX":"2倍做多GOOG ETF-T-REX","FWD":"AB DISRUPTORS ETF","IETC":"iShares U.S. Tech Independence Focused ETF","PLTY":"PLTR期权收益策略ETF-YieldMax","QBIG":"Invesco Top QQQ ETF","RSPT":"Invesco S&P 500 Equal Weight Technology ETF","CLOU":"Global X Cloud Computing ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","LYY.SI":"中云集团","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","OGIG":"ALPS O'Shares Global Internet Giants ETF"},"translate_title":"Vertiv 股票和 2 个满足数据中心电力需求的人工智能基础设施选择","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ROBT":0.71,"TTMI":1,"VRT.AU":1,"GK":0.71,"VRT":1,"OGIG":0.71,"QQQW":0.71,"AIBU":0.9,"VTHR":1.5,"AIPO":1.5,"GOOX":0.71,"QBIG":0.71,"UBOT":0.71,"FWD":0.62,"QTOC":1.5,"RSPT":0.71,"VGT":0.64,"ARTY":1.5,"FPS":1,"SMCY":0.6,"AMZY":0.71,"AIPI":0.71,"XPND":0.71,"FFND":0.71,"NVDY":0.6,"QNXT":0.71,"BERZ":0.9,"DARP":0.71,"CLOU":0.71,"NVDG":0.71,"QQJG":0.71,"THNQ":0.71,"IETC":0.71,"TTEQ":0.71,"NVDL":0.6,"MQQQ":0.71,"VRTL":0.6,"SMYY":0.6,"CHAT":1.5,"FFTY":1.5,"AIFD":0.71,"AGIX":1.5,"XAIX":0.71,"PLTY":0.71,"DTCR":1.5,"PLOO":0.6,"BLOK":1.5,"LRNZ":0.71,"SMCX":0.9,"LYY.SI":1.5},"content_text":"With energy costs, inflation debates, and bond markets all in focus, many investors are looking beyond headline-grabbing AI software stocks and toward the physical backbone that keeps AI running. This is where AI Infrastructure Stocks come in, targeting companies that build and operate the power, cooling, and connectivity that large-scale AI systems rely on. As central banks weigh interest rate decisions and geopolitical tensions affect energy markets, this screener aims to highlight businesses that turn AI-related demand into cash flow. Ahead, you will see 3 of the strongest stocks filtered from this AI Infrastructure Stocks universe. AdvertisementTTM Technologies (TTMI) Overview: TTM Technologies is a US based manufacturer of high end printed circuit boards, RF components, and mission systems that sit inside data centers, defense platforms, and industrial and automotive electronics, connecting chips to the real world. The company supports customers across aerospace and defense, AI and cloud infrastructure, networking, medical, and industrial markets with design, quick turnaround manufacturing, and complex assembly services. Operations: TTM Technologies generates about US$1.7b from Commercial operations and US$1.3b from Aerospace & Defense, with the United States contributing roughly US$1.6b of revenue and other international markets about US$1.2b. Market Cap: US$15.2b Investors looking at AI infrastructure may pay attention to TTM Technologies because it sits at the intersection of large scale data center buildouts and defense electronics demand, supplying advanced PCBs and RF systems that AI servers and military platforms use. Reported earnings growth has been strong, margins are improving, and recent capacity expansions in locations such as Syracuse and Penang, plus planned European acquisitions, are focused on higher value products. At the same time, a high P/E, concentrated customer base, heavy capital spending, funding that relies on external borrowing, and geopolitical exposure in China present risks, which is a key consideration for AI infrastructure focused portfolios. Margins at TTM Technologies are improving and capacity is expanding, but the real story is how that feeds into cash flows and valuation, especially with customer concentration and China exposure in the mix, so it is worth going through the 4 key rewards and 2 important warning signs NasdaqGS:TTMI Earnings & Revenue Growth as at Jul 2026 Forgent Power Solutions (FPS) Overview: Forgent Power Solutions designs and builds the electrical distribution equipment that keeps data centers, the power grid, and heavy industrial sites running, from switchgear and transformers to power distribution units and UPS eHouses. The company also supports these systems with maintenance, testing, and retrofit services for technology, utility, and industrial customers. Operations: Forgent Power Solutions generates about US$1.2b in revenue from the design, development, manufacture and marketing of its products and services, all from North America. Market Cap: US$13.9b Forgent Power Solutions sits in the heart of AI infrastructure, supplying the power gear that data centers and utilities rely on, and recent numbers have drawn attention, with earnings growth of 88.1% over the past year and guidance pointing to revenue of US$1,350m to US$1,390m. Some analysts highlight potential for further upside, yet the stock still carries a P/S multiple above the broader US electrical industry, and net profit margins of 1.4% keep execution under the microscope. Heavy use of external borrowing, limited interest coverage, and a very new board with short tenures and relatively low independence add to the risk side of the ledger. For investors who want to weigh rapid growth, a large backlog, and frequent equity deals against funding and governance considerations, Forgent Power Solutions may be a company worth a closer look in the AI infrastructure space. Forgent Power Solutions has earnings racing ahead while thin margins and heavy borrowing keep the pressure on, so it is worth reading the full 4 key rewards and 1 important major warning sign to see what could shift this balance next. NYSE:FPS Revenue & Expenses Breakdown as at Jul 2026 Vertiv Holdings Co (VRT) Overview: Vertiv Holdings Co builds the power, cooling, and critical infrastructure that allow AI data centers, telecom networks, and industrial facilities around the world to run reliably, including liquid cooling systems, uninterruptible power supplies, racks, and monitoring software sold under brands such as Vertiv, Liebert, and Avocent. Operations: Vertiv generates about US$7.0b in revenue from the Americas, US$2.4b from Asia Pacific, and US$2.3b from Europe, the Middle East & Africa, with roughly US$1.0b eliminated as intersegment sales. Market Cap: US$122.5b Vertiv has become a focal point in AI infrastructure because its liquid cooling and power systems sit at the heart of high density GPU data centers, supported by a US$15b backlog and demand for AI ready facilities. Revenue and earnings growth are strong, profitability has improved with net margins at 14.4%, and recent acquisitions in thermal management and services, plus new plants in regions such as Malaysia, expand its reach. At the same time, a high P/E, reliance on a handful of hyperscale customers, and funding that leans entirely on external borrowing mean the stock carries meaningful risk. For investors weighing rapid growth, expanding services, and valuation considerations, Vertiv is a company that may warrant closer examination within the AI infrastructure theme. Vertiv’s rapidly expanding AI data center footprint, rising margins, and reliance on a few hyperscale customers raise big questions about how much growth is already priced in. Get the full context in the analyst forecasts for Vertiv Holdings Co NYSE:VRT Earnings & Revenue Growth as at Jul 2026 The stocks covered here are just a starting point, and the full screening process surfaced 49 more companies with equally compelling AI infrastructure narratives inside the AI Infrastructure Stocks screener. Identify and analyze the exact catalysts, balance sheet profiles, and cash flow stories that matter to you so Simply Wall St can help you focus on the highest conviction AI infrastructure opportunities. Take Control of Your Investment Journey  If Forgent Power Solutions or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives Beyond AI? Market momentum can shift quickly and the most notable breakout stories rarely stay under the radar for long. Consider scanning these fresh ideas before the crowd catches up and decide whether they fit your strategy.  Identify resilient compounders early by reviewing the 80 resilient stocks with low risk scores, which is designed to surface companies where balance sheet strength supports durable business momentum. Explore potential cash flow improvements by scanning the 46 high quality undervalued stocks, which highlights companies combining quality fundamentals with valuations that some investors may have overlooked. Research the next materials trend with the 8 top copper producer stocks, which focuses on producers that could be positioned to benefit if demand for electrification and infrastructure remains in focus.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if TTM Technologies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.45.2","shortVersion":"4.45.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2651204321","isCrawlerRequest":true}