Better AI Infrastructure Stock: Vertiv vs. Eaton
The amount of capital being invested by artificial intelligence (AI) hyperscalers is mind-blowing. During recent earnings calls, , Meta Platforms, Amazon, and Alphabet revealed plans to spend $732.5 billion on AI capital expenditures (capex) in 2026. Forecasts from Goldman Sachs and JPMorgan Chase project AI capex will top $1 trillion in 2027, with trillions more pouring in in the coming years.
This huge capex spending has made Vertiv (NYSE: VRT) and Eaton (NYSE: ETN) attractive pick-and-shovel plays for the hardware boom. While both companies supply essential power and cooling systems, they appeal to different investor profiles.
Image source: The Motley Fool.
Source Fool.com
Microsoft Corp. Stock
€433.65
-0.710%
With 150 Buy predictions and 4 Sell predictions Microsoft Corp. is one of the favorites of our community.
As a result the target price of 500 € shows a slightly positive potential of 15.3% compared to the current price of 433.65 € for Microsoft Corp..
