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Artificial intelligence (AI) bubble fears are back in the headlines. After a massive run in AI stocks, investors are wondering whether valuations are too stretched or whether earnings growth is strong enough to justify the hype. The market is no longer blindly chasing every AI name and is becoming more selective.
Instead of betting only on the flashy AI model builders, money is quietly rotating toward the companies that make the entire ecosystem work. One of them is Vertiv (VRT). It powers the physical backbone of AI data centers, providing uninterrupted power systems, advanced cooling, thermal management, and integrated infrastructure that keep servers running nonstop without a hiccup.