Core Insights - The artificial intelligence (AI) boom relies heavily on advanced graphics processing units (GPUs) and the necessary infrastructure, including power delivery and cooling systems, to support data centers [1] Group 1: Company Overview - Vertiv (NYSE: VRT) is positioned as a key player in the AI infrastructure sector, focusing on liquid-cooling systems for high-performance data centers [2] - The company provides thermal management solutions that enhance data center efficiency by preventing overheating and reducing hardware downtime [2] Group 2: Growth Potential - Vertiv reported a 1.4x book-to-bill ratio and a backlog of $9.5 billion, indicating strong revenue visibility through 2026 [4] - The company is upgrading its liquid-cooling portfolio to meet the increasing demand from denser server racks and complex thermal requirements in AI facilities [4] Group 3: Services and Competitive Advantage - Vertiv offers services such as predictive analytics, remote monitoring, and energy optimization, supported by a global team of over 4,400 engineers [5] - These services are expected to provide a competitive edge as AI workloads become more complex, fostering customer loyalty and recurring revenue opportunities [5] Group 4: Future Investments and Developments - The company anticipates a more than 20% increase in engineering, research, and development spending by 2026 [6] - Vertiv plans to introduce an 800-volt direct current (DC) portfolio in the second half of 2026, aligning with Nvidia's rollout of Rubin Ultra platforms in 2027 [6] Group 5: Stock Valuation - The stock is currently trading at 35.2 times forward earnings, which may seem high, but the potential for growth alongside AI data center expansion makes it a viable long-term investment [7]

Core Insights - VivoPower has entered into a definitive agreement with KWeather for the acquisition of economic rights to some of its Ripple Lab shares, while securing a 20% shareholding in KWeather valued at $4.3 million [1] - The remaining Ripple Lab shares held by VivoPower will be acquired by Lean Ventures under a partnership agreement announced in December 2025 [1] - VivoPower will focus its resources on scaling its data center infrastructure strategy [1][2] Company Overview - VivoPower, founded in 2014 and listed on Nasdaq since 2016, operates globally across regions including the UK, Australia, North America, Europe, the Middle East, and Southeast Asia [3] - The company is a B Corp-certified developer of sustainable energy solutions, concentrating on low-cost, sustainable powered land and data center infrastructure for AI applications [3] - VivoPower has three additional business units: Tembo, Caret Digital, and Vivo Federation, which are in the process of being spun out or divested [3]

Bitcoin mining software and services company Luxor has filed a lawsuit against a former employee and bitcoin mining infrastructure provider Giga Energy, alleging ‘systematic’ employee poaching and client interference leading to loss of business. Per the complaint filed on January 30 in the U.S. District Court, Western District of Washington (Seattle), Luxor says that Giga poached two of its employees, Collin Kelly and Aaron Foster, and alleges the company purposely directed them to leverage their prior bu ...

Celestica Inc. (NYSE:CLS) shares are trending on Thursday.Shares of the Toronto-based data center infrastructure provider fell 5.28% in after-hours trading on Wednesday, to $327.01, following the company's fourth-quarter earnings report and 2026 guidance update.Record Q4 Performance Beats GuidanceCelestica reported fourth-quarter 2025 revenue climbed 44% to $3.65 billion from $2.55 billion a year earlier, topping the high end of its guidance range of $3.325 billion to $3.575 billion. Adjusted earnings per s ...

Core Insights - Eaton is collaborating with Flexnode to provide modular and scalable rack and power infrastructure for data centers, aiming to reduce deployment schedules by an average of 35% [1][2] - The partnership will enhance Eaton's modular offerings in the U.S., integrating its technologies with Flexnode's modular construction for efficient data center solutions [2][3] Company Overview - Eaton is an intelligent power management company with nearly $25 billion in revenues for 2024, serving customers in over 160 countries [8] - Flexnode specializes in digital infrastructure, focusing on AI factory deployment with a fully modular approach that integrates IT infrastructure and site development [5][6] Technological Advancements - The collaboration will enable the deployment of prefabricated IT infrastructure for high power density data halls ranging from 3.5 to 35 megawatts, supporting demanding compute requirements [3] - Eaton's modular strategy is designed to adapt to dynamic load profiles and facilitate scalable builds across various geographies, addressing the needs of AI, HPC, and quantum workloads [3]

Core Viewpoint - The technology sector, particularly mega-cap tech companies, is expected to lead the market in 2026, driven by significant capital expenditure (capex) in data center infrastructure and AI advancements [1][3]. Technology Sector Insights - The semiconductor companies, especially those involved in AI, are anticipated to be at the forefront of this trend, with ongoing investments in data center infrastructure [2][4]. - The focus is shifting towards the entire supply chain of infrastructure buildout, which includes power generation, management, cooling, and connectivity, rather than solely on chip makers [4][5]. Investment Opportunities - Companies like NextEra, Broadcom, and Eaton are highlighted as key players in the infrastructure buildout, with Eaton being particularly noted for its role in power management for data centers [6][7][10]. - Eaton's competitive positioning is strengthened by its partnerships with chipmakers like Nvidia, which enhances the design and management of data center infrastructure [10]. Market Dynamics - Nvidia remains a significant player in the AI chip market, but there is a growing conviction in other companies like Broadcom as secondary beneficiaries of the AI trend [11][12]. - Meta is expected to surprise positively in its upcoming earnings report due to its heavy investments in data infrastructure, despite being perceived as underperforming recently [14].

Group 1 - Vertiv Holdings (VRT), a partner of Nvidia (NVDA) in the artificial intelligence data center infrastructure sector, approached a buy point with its stock gaining to 181.60, briefly surpassing a double bottom buy point of 189.66 intraday [4] - The AI data center play has seen an increase of over 12% recently, indicating strong market interest and performance [4] - Google stock was upgraded by Raymond James due to optimistic growth estimates in AI-driven cloud computing, which are significantly above Wall Street consensus [5]

Core Viewpoint - EdgeMode, Inc. issued a statement to correct inaccuracies in a report by Wall Street Global Research, which the company claims mischaracterizes its business model, development strategy, and European execution capabilities [2][3]. Group 1: Business Model and Strategy - The report inaccurately describes EdgeMode as merely securing options on rural land, while the company operates a development-to-Ready-to-Build (RTB) strategy, which includes securing land and power, completing permitting, and reaching RTB status [7][8]. - EdgeMode's strategy focuses on creating its own energy supply rather than competing for grid connections, which is a fundamental misunderstanding highlighted in the report [10][11]. - The company emphasizes that "Tier-3-ready" is a legitimate design standard tied to specific deliverables, not a marketing ploy [14]. Group 2: Execution and Team - The report falsely claims that EdgeMode lacks a European execution team, while the company has a Spain-based team with experience delivering over 10 GW of infrastructure across Europe and LATAM [15][17]. - EdgeMode has secured gas baseload access and is utilizing Solid Oxide Fuel Cells (SOFC) under financed Power Purchase Agreements (PPAs) for rapid time-to-power [16]. Group 3: Financial Model - The report misrepresents EdgeMode's RTB monetization strategy as an "exit-to-anyone" approach driven by a lack of capital, whereas the company intentionally adopts a capital-light model focusing on RTB monetization and building recurring revenue through Battery Energy Storage Systems (BESS) [18][19]. - EdgeMode is not attempting to self-fund multi-billion-dollar hyperscale builds, as its business model is centered on developing a repeatable platform in a market where power-secured, permitted AI sites are scarce [19]. Group 4: Ethical Context - EdgeMode addresses the report publicly due to concerns about the commercial pressure framework under which the purported research was produced and circulated, particularly after the company declined to approve paid coverage [20][21]. - The company encourages investors to review its published materials for verified information and to engage directly with the company [22].

Core Viewpoint - EdgeMode, Inc. has issued a statement to correct inaccuracies in a report by Wall Street Global Research, which the company claims mischaracterizes its business model, development strategy, and European execution capabilities [1][2]. Group 1: Business Model and Strategy - The report inaccurately describes EdgeMode as merely securing options on rural land, while the company operates a development-to-Ready-to-Build (RTB) strategy, which includes securing land and power, completing permitting, and reaching RTB status [6][7]. - EdgeMode's RTB is the product, and the company does not claim to be operational or present early development work as completed infrastructure [8]. - The report's claim regarding EdgeMode's ownership of 300MW grid connections in Europe is based on a fundamental misunderstanding of the company's strategy, which focuses on creating its own energy supply rather than competing in congested grid interconnection queues [9][10]. - EdgeMode is developing power-secure campuses using on-site and near-site generation, including secured gas baseload access and Solid Oxide Fuel Cells (SOFC) [11]. - The company aims for a time-to-power of under 12 months, which is a design objective rather than a claim of existing grid interconnection [12]. Group 2: Execution and Team - The report falsely implies that EdgeMode lacks a European execution team, while the company has a Spain-based team with experience delivering over 10GW of infrastructure across Europe and LATAM [14][15]. - EdgeMode has recently completed a joint venture agreement with Blackberry AIF, which includes a committed team for development under the JV framework [14]. Group 3: Financial Model - The report misrepresents EdgeMode's monetization strategy as an "exit-to-anyone" approach driven by a lack of capital, whereas the company's model is intentionally capital-light, focusing on RTB monetization through sale or selective joint ventures [16][17]. - EdgeMode is not attempting to self-fund multi-billion-dollar hyperscale builds, as its business model is centered on building a repeatable development platform in a market where power-secured, permitted AI sites are scarce [17]. Group 4: Ethical Context - EdgeMode addresses the report publicly due to the commercial pressure framework under which it was produced, highlighting the importance of transparency in research credibility [18][19]. - The company encourages investors to review its published materials and engage directly for verified information [20].

Core Insights - Vertiv (VRT) and Amphenol (APH) are key players in the AI and data center infrastructure market, providing essential power, cooling, and connectivity solutions for hyperscale and enterprise data centers [1][2] Market Overview - The Data Center Infrastructure Management market was valued at $3.62 billion in 2025 and is projected to grow from $4.29 billion in 2026 to $9.99 billion by 2031, reflecting a compound annual growth rate (CAGR) of 18.43% from 2026 to 2031 [2] Vertiv (VRT) Analysis - Vertiv's comprehensive portfolio includes critical power systems, thermal management solutions, and advanced services, positioning the company to benefit from trends like liquid cooling and AI-enabled predictive analytics [3] - In the trailing 12 months, Vertiv's organic orders increased by approximately 21%, with a book-to-bill ratio of 1.4 times for Q3 2025, and a backlog growth of 12% sequentially and 30% year-over-year to $9.5 billion [4] - The Americas region experienced a 43% organic sales growth in Q3 2025, while APAC saw a 21% year-over-year growth [5] - For 2025, Vertiv expects revenues between $10.16 billion and $10.24 billion, with organic net sales growth anticipated between 26% and 28% [6] Amphenol (APH) Analysis - Amphenol is benefiting from the growing demand for high-speed and high-power interconnect products essential for next-generation data centers [7] - The launch of the UQD and UQDB liquid cooling connector series in 2025 enhances Amphenol's position in high-growth markets such as AI data centers and EV charging [8] - In Q3 2025, Amphenol reported a remarkable 128% year-over-year growth in IT datacom sales, driven by AI-related products and traditional datacom solutions [9][10] - Amphenol anticipates its IT datacom sales to more than double in 2025 compared to the previous year [11] Stock Performance and Valuation - In the trailing 12-month period, Vertiv's shares increased by 28.9%, while Amphenol's shares surged by 109.5% [12] - Vertiv shares are currently trading at a trailing 12-month Price/Book ratio of 18.62X, compared to Amphenol's 14.26X, indicating that both stocks are currently overvalued [16] Earnings Estimates - The Zacks Consensus Estimate for Vertiv's 2025 earnings is $4.12 per share, reflecting a 44.56% year-over-year increase [18] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.29 per share, representing a 59.79% year-over-year rise [20] - Both companies have consistently beaten earnings estimates in the trailing four quarters, with Amphenol showing a higher average surprise of 17.90% compared to Vertiv's 14.89% [20] Conclusion - Both Vertiv and Amphenol are positioned to benefit from the data center infrastructure boom, but Amphenol's stronger earnings momentum and diversified growth drivers suggest it may offer greater upside potential in the near term [21]