We use cookies and similar technologies to improve your experience, serve personalized ads, and analyze traffic. You can manage your preferences or accept/reject all.
Cookie Preferences
EssentialRequired for the site to function. Always active.
AnalyticsHelp us understand how visitors interact with the site.
AdvertisingUsed to deliver personalized ads.
FunctionalEnable enhanced functionality and personalization.
Finance
AI Capex Crosses $1 Trillion Next Year. Here Are 2 Industrial Stocks That Will Benefit
Vertiv and Quanta will both profit from the AI market's explosive growth.
AI spending by U.S. hyperscalers could reach $1 trillion in 2027, according to S&P Global. That spending spree would squeeze the margins of top hyperscalers, but it would also generate strong tailwinds for many industrial companies. Let's take a closer look at two industrial stocks that could soar much higher as the AI market expands: Vertiv Holdings(NYSE: VRT) and Quanta Services(NYSE: PWR).
Image source: Getty Images.
Vertiv provides thermal management, liquid cooling, and uninterruptible power supply (UPS) systems. It's also partnered with Nvidia(NASDAQ: NVDA) to co-develop 800-volt DC power architectures for the chipmaker's top-tier GPUs.
Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.
What moved overnight · what to watch today · pre-positioning notes from our desk. Delivered to your inbox at 6:30 AM Dubai.
No spam. Unsubscribe in one click. We never sell your email.
We use cookies and similar technologies to improve your experience, serve personalized ads, and analyze traffic. You can manage your preferences or accept/reject all.
Cookie Preferences
EssentialRequired for the site to function. Always active.
AnalyticsHelp us understand how visitors interact with the site.
AdvertisingUsed to deliver personalized ads.
FunctionalEnable enhanced functionality and personalization.
