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11-04
怎么跟当时 SMCI 老板说的 “需求一眼望不到头” 像是一个模子刻出来的
Vertiv Finds Gold In AI Data Center Plumbing. 'This Is A Long-Term Trend,' Says CEO.
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":367232814796944,"tweetId":"367232814796944","gmtCreate":1730682710675,"gmtModify":1730682712842,"author":{"id":3501506464598626,"idStr":"3501506464598626","authorId":3501506464598626,"authorIdStr":"3501506464598626","name":"AsyncMan","avatar":"https://static.tigerbbs.com/433f1f4149b891d553398e44d4243c4c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>怎么跟当时 SMCI 老板说的 “需求一眼望不到头” 像是一个模子刻出来的</body></html>","htmlText":"<html><head></head><body>怎么跟当时 SMCI 老板说的 “需求一眼望不到头” 像是一个模子刻出来的</body></html>","text":"怎么跟当时 SMCI 老板说的 “需求一眼望不到头” 像是一个模子刻出来的","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/367232814796944","repostId":2480838088,"repostType":2,"repost":{"id":"2480838088","kind":"highlight","pubTimestamp":1730470502,"share":"https://www.laohu8.com/m/news/2480838088?lang=&edition=full","pubTime":"2024-11-01 22:15","market":"fut","language":"en","title":"Vertiv Finds Gold In AI Data Center Plumbing. 'This Is A Long-Term Trend,' Says CEO.","url":"https://stock-news.laohu8.com/highlight/detail?id=2480838088","media":"Blockhead","summary":"Vertiv provides an unsung aspect of AI data centers: the power and cooling infrastructure needed to run those systems.","content":"<html><body><div>\n<p>When people think about artificial intelligence data centers, they usually focus on the producers of AI chips and server hardware. But there's another critical aspect: the power and cooling infrastructure needed to run those systems. That's where <strong>Vertiv</strong> (VRT) comes in.</p>\n<p>The Westerville, Ohio-based company specializes in digital infrastructure technology for cloud data centers and communication networks. Vertiv provides the electrical backbone and temperature management systems for data centers — a focus that recently has given Vertiv stock a lift.</p>\n<span>\n<span>\n<span jw-video-key=\"19tCiz7k\" vid-authors=\"JUSTIN NIELSEN, MIKE JUANG\" vid-cat=\"Investing Podcast\" vid-date=\"10/30/2024\" vid-date-tmsp=\"1730302707\" vid-dom-id=\"9482978-6724f04fd9468\" vid-id=\"9482978\" vid-image=\"https://www.investors.com/wp-content/uploads/2024/10/19tCiz7k-640x360.jpg\" vid-name=\"Taking Emotion Out: How This Investment Advisor Applies The IBD Methodology In Trading\" vid-repeat=\"1\" vid-top=\"\" vid-url=\"https://content.jwplatform.com/manifests/19tCiz7k.m3u8\" vid-width=\"100\">\n<span>↑</span>\n<span>X</span>\n<span>\n<span></span>\n<div>\n<div>\nTaking Emotion Out: How This Investment Advisor Applies The IBD Methodology In Trading\n</div>\n<div>\nSee All Videos\n</div>\n</div>\n</span>\n<span>\n<span>NOW PLAYING</span>\n<span>Taking Emotion Out: How This Investment Advisor Applies The IBD Methodology In Trading</span>\n</span>\n</span>\n</span>\n</span>\n<p>\"The digital infrastructure is a very essential element (for data centers),\" Vertiv Chief Executive Giordano Albertazzi told Investor's Business Daily. \"The power and thermal really keeps the thing alive and working.\"</p>\n<p>The infrastructure required for AI computer systems is a step up from what was required from standard internet cloud data centers, Albertazzi said. The latest AI graphics processing units from <strong>Nvidia</strong> (NVDA), called Blackwell, generate a lot of heat and require liquid cooling systems to remove it. Traditional air cooling systems are insufficient, he said.</p>\n<p>Vertiv and Nvidia have partnered to create reference designs for power and cooling infrastructure to enable Nvidia Blackwell architectures up to 7 megawatts.</p>\n<p>\"For us, the partnership with Nvidia is tremendously important in terms of making sure that we have clear visibility of their future technology road map because of the challenges of power and thermal,\" Albertazzi said.</p>\n<p>Vertiv needs to ensure that the infrastructure will be there to enable Nvidia's future products, he said.</p>\n<h2>Vertiv Stock: A 'Sustainable' Business</h2>\n<p>One investor concern about the current AI data center boom is whether it will last. But Albertazzi said the business is \"very sustainable.\"</p>\n<p>\"We have visibility quite a few years out,\" he said. \"We believe this is a long-term, secular trend.\"</p>\n<p>One only needs to look at the capital expenditure plans of Big Tech firms like <strong>Alphabet</strong> (GOOGL), <strong>Amazon</strong> (AMZN), <strong>Meta Platforms</strong> (META) and <strong>Microsoft</strong> (MSFT) to see the continued demand, he said.</p>\n<p>And it's a global trend. While the U.S. is well underway with its AI data center buildout, other regions like Europe are just getting started, Albertazzi said.</p>\n<p>Vertiv has competitive advantages over rivals in the digital infrastructure sector, he said. They include its global footprint and support services covering the life cycle of data centers.</p>\n<h2>Riding AI Tailwinds Into 2025</h2>\n<p>On Oct. 23, Vertiv beat Wall Street's targets for the third quarter. Its adjusted earnings rose 46% year over year to 76 cents a share, while sales climbed 19% to $2.07 billion.</p>\n<p>But Vertiv provided mixed guidance for the current period. For the fourth quarter, Vertiv forecast earnings above views, but its sales target was a tad short of estimates. Still, it expects earnings per share growth of 46% and sales growth of 14% in the December quarter.</p>\n<p>\"In a nutshell, we are excited about the year ahead,\" Albertazzi said on a conference call with analysts. \"The market is strong and we're certainly feeling the AI tailwinds that should continue to strengthen next year.\"</p>\n<p>JPMorgan analyst Stephen Tusa called Vertiv one of the \"core-4\" companies in the \"electrical equipment/multi-industry\" sector. The others are <strong>Eaton</strong> (ETN), <strong>Trane Technologies</strong> (TT) and <strong>Lennox International</strong> (LII), he said in an Oct. 28 report.</p>\n<p>Tusa rates Vertiv stock as overweight, or buy, with a price target of 124.</p>\n<h2>Vertiv Stock Is A Recent Breakout</h2>\n<p>Vertiv ended regular-session trading Thursday at 109.29. On Oct. 3, Vertiv stock broke out of a cup-with-handle base at a buy point of 103.69, according to IBD MarketSurge charts.</p>\n<p>Oppenheimer analyst Noah Kaye rates Vertiv stock as outperform with a price target of 121.</p>\n<p>\"We regard Vertiv as a leading AI infrastructure player with sustainable competitive differentiation in data center power and thermal management, positioned well for growth and wallet share gains as compute density increases,\" Kaye said in a client note.</p>\n<p>Vertiv competes with ABB, Eaton, <strong>Rockwell Automation</strong> (ROK), Schneider Electric and others in the data center infrastructure market.</p>\n<p>Vertiv went public in February 2020 after its merger with a special-purpose acquisition company.</p>\n<p>Meanwhile, Vertiv stock is on three IBD stock lists: Leaderboard, IBD 50 and Big Cap 20.</p>\n<div><div></div></div>\n<p><em>Follow Patrick Seitz on X, formerly Twitter, at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.</em></p>\n<p><strong>YOU MAY ALSO LIKE:</strong></p>\n<p>Microsoft Tops September-Quarter Targets, But Misses With Sales Outlook</p>\n<p>Dell Poised To Gain Market Share Amid Super Micro's Troubles</p>\n<p>IBD Digital: Unlock IBD's Premium Stock Lists, Tools And Analysis Today</p>\n<p>Find Winning Stocks With MarketSurge Pattern Recognition & Custom Screens</p>\n<p>Join IBD Live For Stock Ideas Each Morning Before The Open</p>\n</div></body></html>","source":"investor_business_daily_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vertiv Finds Gold In AI Data Center Plumbing. 'This Is A Long-Term Trend,' Says CEO.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVertiv Finds Gold In AI Data Center Plumbing. 'This Is A Long-Term Trend,' Says CEO.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-01 22:15 GMT+8 <a href=https://www.investors.com/news/technology/vertiv-stock-vrt-ai-data-center-infrastructure-leader/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When people think about artificial intelligence data centers, they usually focus on the producers of AI chips and server hardware. But there's another critical aspect: the power and cooling ...</p>\n\n<a href=\"https://www.investors.com/news/technology/vertiv-stock-vrt-ai-data-center-infrastructure-leader/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.investors.com/wp-content/uploads/2024/10/TECH1_albertazzi_110124_AP-150x150.jpg","relate_stocks":{"LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","VRT.AU":"Virtus Health","LU2089279066.USD":"ALLIANZ GLOBAL WATER \"AT\" (USD) ACC","BK4566":"资本集团","BK7113":"保健护理机构","BK4220":"综合零售","2NVD.UK":"2X NVIDIA ETP","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","L":"洛斯公司","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","ETN":"伊顿","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A（dist）","3NVD.UK":"LS 3X NVIDIA","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0080751232.USD":"富达环球多元动力基金A","BK4086":"建筑产品","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4504":"桥水持仓","LII":"雷诺士","BK6051":"信息科技咨询与其它服务","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4514":"搜索引擎","MSFT":"微软","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","ROK":"罗克韦尔自动化","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","VRT":"Vertiv Holdings LLC","LYY.SI":"中云集团","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TT":"Trane技术","BK4592":"伊斯兰概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","NVDA":"英伟达","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","META":"Meta Platforms, Inc.","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","AMZN":"亚马逊"},"source_url":"https://www.investors.com/news/technology/vertiv-stock-vrt-ai-data-center-infrastructure-leader/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480838088","content_text":"When people think about artificial intelligence data centers, they usually focus on the producers of AI chips and server hardware. But there's another critical aspect: the power and cooling infrastructure needed to run those systems. That's where Vertiv (VRT) comes in.\nThe Westerville, Ohio-based company specializes in digital infrastructure technology for cloud data centers and communication networks. Vertiv provides the electrical backbone and temperature management systems for data centers — a focus that recently has given Vertiv stock a lift.\n\n\n\n↑\nX\n\n\n\n\nTaking Emotion Out: How This Investment Advisor Applies The IBD Methodology In Trading\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nTaking Emotion Out: How This Investment Advisor Applies The IBD Methodology In Trading\n\n\n\n\n\"The digital infrastructure is a very essential element (for data centers),\" Vertiv Chief Executive Giordano Albertazzi told Investor's Business Daily. \"The power and thermal really keeps the thing alive and working.\"\nThe infrastructure required for AI computer systems is a step up from what was required from standard internet cloud data centers, Albertazzi said. The latest AI graphics processing units from Nvidia (NVDA), called Blackwell, generate a lot of heat and require liquid cooling systems to remove it. Traditional air cooling systems are insufficient, he said.\nVertiv and Nvidia have partnered to create reference designs for power and cooling infrastructure to enable Nvidia Blackwell architectures up to 7 megawatts.\n\"For us, the partnership with Nvidia is tremendously important in terms of making sure that we have clear visibility of their future technology road map because of the challenges of power and thermal,\" Albertazzi said.\nVertiv needs to ensure that the infrastructure will be there to enable Nvidia's future products, he said.\nVertiv Stock: A 'Sustainable' Business\nOne investor concern about the current AI data center boom is whether it will last. But Albertazzi said the business is \"very sustainable.\"\n\"We have visibility quite a few years out,\" he said. \"We believe this is a long-term, secular trend.\"\nOne only needs to look at the capital expenditure plans of Big Tech firms like Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT) to see the continued demand, he said.\nAnd it's a global trend. While the U.S. is well underway with its AI data center buildout, other regions like Europe are just getting started, Albertazzi said.\nVertiv has competitive advantages over rivals in the digital infrastructure sector, he said. They include its global footprint and support services covering the life cycle of data centers.\nRiding AI Tailwinds Into 2025\nOn Oct. 23, Vertiv beat Wall Street's targets for the third quarter. Its adjusted earnings rose 46% year over year to 76 cents a share, while sales climbed 19% to $2.07 billion.\nBut Vertiv provided mixed guidance for the current period. For the fourth quarter, Vertiv forecast earnings above views, but its sales target was a tad short of estimates. Still, it expects earnings per share growth of 46% and sales growth of 14% in the December quarter.\n\"In a nutshell, we are excited about the year ahead,\" Albertazzi said on a conference call with analysts. \"The market is strong and we're certainly feeling the AI tailwinds that should continue to strengthen next year.\"\nJPMorgan analyst Stephen Tusa called Vertiv one of the \"core-4\" companies in the \"electrical equipment/multi-industry\" sector. The others are Eaton (ETN), Trane Technologies (TT) and Lennox International (LII), he said in an Oct. 28 report.\nTusa rates Vertiv stock as overweight, or buy, with a price target of 124.\nVertiv Stock Is A Recent Breakout\nVertiv ended regular-session trading Thursday at 109.29. On Oct. 3, Vertiv stock broke out of a cup-with-handle base at a buy point of 103.69, according to IBD MarketSurge charts.\nOppenheimer analyst Noah Kaye rates Vertiv stock as outperform with a price target of 121.\n\"We regard Vertiv as a leading AI infrastructure player with sustainable competitive differentiation in data center power and thermal management, positioned well for growth and wallet share gains as compute density increases,\" Kaye said in a client note.\nVertiv competes with ABB, Eaton, Rockwell Automation (ROK), Schneider Electric and others in the data center infrastructure market.\nVertiv went public in February 2020 after its merger with a special-purpose acquisition company.\nMeanwhile, Vertiv stock is on three IBD stock lists: Leaderboard, IBD 50 and Big Cap 20.\n\nFollow Patrick Seitz on X, formerly Twitter, at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.\nYOU MAY ALSO LIKE:\nMicrosoft Tops September-Quarter Targets, But Misses With Sales Outlook\nDell Poised To Gain Market Share Amid Super Micro's Troubles\nIBD Digital: Unlock IBD's Premium Stock Lists, Tools And Analysis Today\nFind Winning Stocks With MarketSurge Pattern Recognition & Custom Screens\nJoin IBD Live For Stock Ideas Each Morning Before The Open","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":60,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/367232814796944"}
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