Vertiv 是说话者的首选股票和 AI 工厂标的：它为 Nvidia AI 工厂设计供应电源/冷却及 DSX 模块，并入选 Nvidia GTC 柏林顶级合作伙伴名单。上季度销售额同比增长 24% 至 33 亿美元，全年营收指引上调至约 140 亿美元。
逐段跳播
我在这里的首选股票是 Vertiv，代码是 VRT。Vertiv 制造电源和冷却系统，并入选了柏林 GTC 大会上 Nvidia 的两份顶级合作伙伴名单。他们是构建 DSX 模块的公司之一，也是 Nvidia AI 工厂设计的电源和冷却合作伙伴之一。
上季度，Vertiv 的销售额同比增长 24%，达到 33 亿美元，并将全年收入预期上调至约 140 亿美元。
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 将于 10 月 28 日公布财报，Coherent 将于 11 月 4 日公布财报。所以，如果你想让我做一期视频为你分析这些业绩，请在评论区告诉我。
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.
这就是为什么 Vertiv 和 Coherent 是我建设 AI 工厂的选择。
which is why Vertiv and Coherent are my choices for building AI factories .