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Celestica Inc. (CLS $415.77)
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Vertiv Holdings LLC Class A (VRT $166.26)
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Nebius Group N.V. (NBIS $90.03)
Thank You
Peter
We like all of the names listed.
Instead of designing and manufacturing chips, CLS builds AI servers. It assembles high-speed networking equipment, and integrates custom hardware for hyperscalers and AI data centers.
NBIS is considered a 'neocloud' provider. It operates large-scale GPU clusters, AI-optimized data centers, and cloud platforms designed specifically for AI training and inference.
VRT supplies power distribution systems, advanced cooling solutions, and thermal management for dense GPU clusters in data centers. AI servers consume massive power and generate a lot of heat, which VRT has liquid cooling and other technologies to assist with.
These names have shown strong momentum, trade at premium valuations, but are expected to see continued strong growth rates amid the AI data center buildout.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VRT, NBIS.