Vertiv: Liquid cooling is a key growth driver towards AI infrastructure spending of up to $4 trillion by 2030!

The stock of Vertiv is approaching a new 52-week high. On Thursday, Citi analysts placed the stock on the Positive Catalyst Watch with a target increased to $192. They believe the company is well positioned to benefit from the strong demand for data center infrastructure. NVIDIA CEO Huang estimates that AI infrastructure spending will reach $3 to $4 trillion by 2030. Not only companies like OpenAI, Oracle, Meta, or Microsoft are spending significant amounts, but there are also new cloud providers and physical AI coming into play. Analysts are...