Anthropic and OpenAI Are Both Headed to IPO. These 3 Industrial Stocks Win Either Way.
AI's winner isn't settled, but the cooling, power, and grid companies behind every data center already have their payday locked in.
Overview
Anthropic and OpenAI are planning to go public and expand AI capacity. But regardless of which company wins more users, all of that AI still has to run somewhere. That's where Vertiv Holdings (NYSE: VRT), Quanta Services (NYSE: PWR), and GE Vernova (NYSE: GEV) come in, providing the infrastructure that makes it possible.
AI data centers are generating more heat than ever, making cooling infrastructure that much more important. Vertiv is tackling that issue by expanding its manufacturing capacity for advanced cooling systems, including liquid-cooling technology for data centers. The company is also expanding its testing capabilities so customers can validate cooling systems before deploying them.
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Originally published at www.fool.com.