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VRT Boosts AI Infrastructure With NVIDIA Deal: A Sign of More Upside?
ZACKS· 2025-06-16 17:06
Key Takeaways VRT posted Q1 sales of $2.04B, up 24% YoY, fueled by rising AI infrastructure demand. New AI-ready solution for NVIDIA's GB300 NVL72 enables 142kW per rack with liquid-air cooling. Orders grew 13% YoY, driving backlog to $7.9B as Vertiv expands its AI-aligned portfolio.Vertiv’s (VRT) digital infrastructure portfolio has been gaining traction as hyperscalers and enterprises increasingly scale AI deployments to support high-performance data centers. Vertiv provides integrated solutions spannin ...
SMCI vs. HPE: Which Server Stock Offers a Better Value Right Now?
ZACKS· 2025-05-15 15:36
Super Micro Computer (SMCI) and Hewlett Packard Enterprise (HPE) are both leading the server space, providing organizations with server-based capabilities, enabling them with high computing power.Per a report by Grand View Research, the Global Server market is expected to witness a CAGR of 9.8% from 2024 to 2030. Strong adoption of servers across industries like healthcare, retail, BFSI, manufacturing, education and others will drive the server space.With this strong industry growth forecast, the question r ...