03.02.2025 10:03:00
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Looking for a Data Center Investment Opportunity That's Not Nvidia? This Stock Could Be for You.
Graphics processing units (GPUs) are among the most important types of hardware underpinning the artificial intelligence (AI) revolution are. Between them, Nvidia and Advanced Micro Devices essentially own the market for these advanced parallel-processing chipsets -- data centers around the globe are outfitted with the wares of these two semiconductor specialists.While that's good news for Nvidia and AMD, there are other opportunities in the data center realm that I think many investors are overlooking. One such opportunity is Vertiv (NYSE: VRT), a stock that should really be on your radar as big tech's investments in AI infrastructure continue to scale up.One can imagine GPUs as being like a car's engine; they provide the computing power that's needed to train and run AI models. In that analogy, data centers can be thought of as the body of the vehicle. They are essentially enormous storage units that house vast arrays of server racks, each of which in turn is outfitted with loads of chip clusters.Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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