Vertiv, Celestica and Amphenol: From Cooling to Connectivity – These Infrastructure Stocks Profit from the AI Gold Rush!
Reading Time: 3 minutes
The Wall Street is once again marked by the AI boom in 2025. While the media focuses on major names like NVIDIA, Meta, Oracle, Alphabet, and Amazon , a structural revolution is unfolding in the background, bringing new winners and industry stars to the forefront. The growth surge resembles a gold rush: not only the miners – that is, the technology companies themselves – benefit, but primarily those who provide the necessary infrastructure and "shovels." At the center of this trend is the rapid expansion of powerful data centers, whose...
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