Vertiv Holdings LLC (VRT) shares soared 6.03% in the pre-market trading session on Thursday, as the company's AI-ready infrastructure solutions position it to benefit from the escalating AI arms race between the United States and China.
The recent release of advanced Chinese AI models like Qwen 2.5 has sent US tech giants like Microsoft, Meta, and NVIDIA scrambling to stay ahead in the rapidly evolving AI landscape. This has reignited competition and capital expenditure spending on AI infrastructure, including data centers, servers, and cooling systems.
As a leading provider of power management, thermal systems, and IT infrastructure solutions for AI workloads, Vertiv is poised to capitalize on this heightened demand. The company collaborates with major AI chip makers like NVIDIA and Intel to develop AI cooling solutions, ensuring that AI systems remain operational even during outages or high computational loads.
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