#data center

2개의 글

May 12, 2026

VRT Stock Outlook 2026: Vertiv and the Physical Infrastructure Bet Behind Every AI Data Center

VRT Vertiv Holdings posted Q1 2026 revenue of $2.65B (+30% YoY), diluted EPS of $0.99, and holds a $15B order backlog — making it one of the most visible-revenue AI infrastructure plays available to US investors today.

VRT Vertiv data center

May 12, 2026

ALAB Stock Outlook 2026: Astera Labs and the AI Connectivity Play Every Investor Is Underweighting

ALAB Astera Labs posted Q1 2026 revenue of $308.4M (+93% YoY) with a 76.3% gross margin and 20.1% operating margin. Here's why this AI fabric connectivity chipmaker deserves a place in your watchlist — and where the real risks lie.

ALAB Astera Labs AI semiconductors