Vertiv vs. Eaton: This AI Infrastructure Stock Is the Better Buy
Two power and cooling giants are chasing the same AI boom. But which one offers the more direct way to play it?
Overview
The artificial intelligence (AI) boom is creating a new infrastructure race. Data centers need more power, cooling, and equipment to keep up with the latest chips. And companies like Vertiv (NYSE: VRT) and Eaton (NYSE: ETN) are both positioned to benefit, but which one is the better AI infrastructure play?
As AI chips become more powerful, cooling and power delivery are becoming bigger problems. AI workloads are far more demanding than traditional computing, and GPU (graphics processing units) racks consume large amounts of electricity and generate substantial heat. As a result, traditional air cooling and conventional power systems just can't handle this much heat and power. That's where Vertiv comes in.
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Originally published at www.fool.com.