Vertiv is the speaker's first stock choice and AI-factory pick: it supplies power/cooling and DSX modules for Nvidia AI-factory designs and is on Nvidia's GTC Berlin top partner lists. Sales grew 24% year-over-year to $3.3 billion last quarter, with full-year revenue guidance raised to around $14 billion.
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My first choice for stocks here is Vertiv, and its symbol is VRT. Vertiv manufactures power and cooling systems, and is listed in Nvidia's top two partner lists from the GTC conference in Berlin.
They are one of the companies that build DSX modules and one of the power and cooling partners for Nvidia's AI factory designs. In the last quarter, Vertiv's sales grew 24% year-over-year to $3.3 billion , and they raised their full-year revenue forecast to around $14 billion.
Vertiv will announce its earnings on October 28, and Coherent will announce its earnings on November 4. So, let me know in the comments if you would like me to make a video analyzing those results for you.
which is why Vertiv and Coherent are my choices for building AI factories .