Vertiv

Deepwater Frontier Tech Spotlight: Vertiv Ticker: VRT Market Cap: $30B Vertiv is a global provider of power and thermal management solutions essential to the operation of data centers that are powering AI. As AI-driven workloads lead to exponential growth in…

All four key hyperscalers guided CapEx spending in 2025 to grow at a faster rate than previously anticipated before the DeepSeek scare. This signals that the most advanced AI companies in the world believe the path to AGI will demand an obscene amount of hardware. Yet, despite this clear trajectory, many AI hardware companies are still struggling to recover from the losses triggered by DeepSeek.