Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem?

In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure.

Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and mission-critical data centre solutions. This is where Vertiv sits at the centre of the opportunity.

This episode includes:

• What Vertiv actually does and why most investors misunderstand the business
• Why AI workloads are significantly more energy and infrastructure intensive
• The key numbers from the latest result, including strong order growth and backlog visibility
• Why the share price has been volatile despite strong fundamentals
• The long-duration AI infrastructure cycle and why we believe it is still early
• What the market will be watching over the next 12 months
• Why we believe this is a compelling long-term investment opportunity

If you want to understand where the second wave of AI investing may come from, this episode is for you.

If you would like to discuss your portfolio or explore opportunities aligned with your long-term strategy, you can reach out to us directly:

Candice Bourke and Felicity Thomas - [email protected]

Disclaimer

This podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Shaw and Partners Limited ABN 24 003 221 583 AFSL 236048.

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