Search results for Vertiv
AI & Enterprise
Shunned software shares rebound; Jim Cramer says AI infrastructure stocks could be next
Enterprise software shares once shunned on Wall Street have rebounded quickly on earnings, fuelling expectations that battered AI infrastructure stocks could be the next candidates for a turnaround. CNBC reported that Jim Cramer pointed to a sharp recovery in software this month while data centre-related shares slid. He cited ServiceNow’s recent results as a turning point for sentiment and said further declines can raise valuation appeal. He highlighted Vertiv as down about 40 percent from its May 14 peak.
AI & Enterprise
Five trends to watch in the future of AI data centers
As AI spreads rapidly across daily life and business, the need for energy-efficient and environmentally sustainable AI data centres is growing. IDC forecasts 22 percent annual growth in the Asia-Pacific data centre market excluding Japan from 2024 to 2029, driven by surging AI, cloud and digital services demand. Vertiv’s latest report highlights five trends: advanced power infrastructure, more distributed AI, faster energy strategies including on-site generation, wider use of digital twins and evolving adaptive liquid cooling.
AI & Enterprise
S&P 500 AI-related stocks near 45 percent weight as megacap tech concentration raises warning sign
The weighting of artificial intelligence-related stocks in the S&P 500 has expanded to about 45 percent of market capitalisation, raising concerns that concentration in a handful of megacap technology stocks is becoming a key risk for U.S. equities. AI-linked companies already account for more than 40 percent of the index’s value. Analysts cite rising AI infrastructure spending, widening performance gaps and weaker diversification. Some warn that even a modest correction could trigger index deleveraging.
