Search results for Vertiv
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.
AI & Enterprise
Vertiv to expand heat dissipation technology with ThermoKey acquisition
Vertiv plans to acquire ThermoKey, a specialist in heat exchange and heat dissipation technology, Techzine reported on Sunday. The deal is part of Vertiv\'s strategy to build an end-to-end thermal management portfolio for AI infrastructure. ThermoKey provides dry coolers, microchannel heat exchangers, air-cooled condensers and liquid cooling systems, and supports compatibility with environmentally friendly refrigerants.
