# Beyond Chips AI Power Players Rise | Business and Finance News

Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/beyond-chips-ai-power-players-rise-business-and-finance-news
Text version: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/beyond-chips-ai-power-players-rise-business-and-finance-news.md
Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-07-11T18:08:10+00:00
Episode link: https://sources.thednn.ai/7bed41ae8e7a9dea
Audio file: https://api.fastcast.ai/audio/d9b92c0f-cc95-431a-b19a-7a4d2255bc16.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/business-finance-news-today-2-min-news-the-daily-news-now-7726192/episodes/beyond-chips-ai-power-players-rise-business-and-finance-news
Duration seconds: 97

## Resource

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: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/7bed41ae8e7a9dea

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/business-finance-news-today-2-min-news-the-daily-news-now-7726192/episodes/beyond-chips-ai-power-players-rise-business-and-finance-news/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/beyond-chips-ai-power-players-rise-business-and-finance-news.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.