Episode
Beyond Chips AI Power Players Rise | Business and Finance News
- Published
- Jul 11, 2026
- Duration seconds
- 97
- Processing state
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- https://sources.thednn.ai/7bed41ae8e7a9dea
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Summary
AI’s power shift is heating up—investors are moving beyond chipmakers like Nvidia to focus on the unsung heroes keeping data centers alive: Vertiv and Bloom Energy. Vertiv’s cooling and power systems are booming, with Q1 revenue up 30%, while Bloom Energy’s fuel cells are powering Oracle’s massive AI needs. Both stocks are pricey for growth, but as AI’s energy demands surge, these infrastructure players are becoming the new battleground for tech’s next big bet. Listen in comfort: Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN: [email protected] This is an automated, high-level news summary based on public reporting. Report issues to [email protected]. View sources & latest updates: https://sources.thednn.ai/7bed41ae8e7a9dea