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AI Data Center Buildout Fueling Growth At Vertiv, Applied Digital

2025-07-31 20:28:00 英文原文

作者:Investor's Business Daily

Hyperscale cloud computing operators Microsoft (MSFT) and Meta Platforms (META) provided more evidence that the rapid buildout of AI data centers isn't losing steam. The trend is positive for data center infrastructure firms Vertiv (VRT) and Applied Digital (APLD).

Late Wednesday, Microsoft and Meta Platforms separately disclosed heightened spending on data centers to support their artificial intelligence plans.

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The "big AI buildout is not slowing down," Jefferies analyst Brent Thill said in a client note. He expects an increase in capital expenditures across the industry of more than 50% this year.

Collectively Microsoft, Meta, Amazon (AMZN), Google parent Alphabet (GOOGL) and Oracle (ORCL) will spend an estimated $381 billion in capex in 2025, up 50% from last year. That doesn't include data center projects from "neoclouds" such as OpenAI and xAI.

On Wednesday, Vertiv and Applied Digital each reported quarterly results that beat expectations. Vertiv provides power, cooling and other infrastructure for data centers and industrial facilities. Applied Digital designs, builds and operates digital infrastructure for high-performance computing and AI applications.

On the stock market today, Vertiv stock rose 1% to close at 145.60. Applied Digital stock rocketed 31% to 13.14.

In an interview with Investor's Business Daily, Vertiv Chief Executive Giordano Albertazzi said his company's AI data center orders are robust.

"Certainly the data center market continues to be strong," he said. "Something we're very happy about is our orders trend … It was nice for us to hit and indeed pass the $3 billion order number per quarter" in the second quarter.

He added, "That gives us a strong backlog. Our backlog on a year-to-year basis is up 21%." Vertiv's backlog now totals $8.5 billion.

Vertiv stock is on three IBD lists: IBD 50, Big Cap 20 and Leaderboard.

Follow Patrick Seitz on X at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.

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摘要

Microsoft and Meta Platforms have indicated continued expansion in AI data center investments, supporting the notion that growth in this sector is accelerating rather than slowing. This trend利好数据中心基础设施公司Vertiv和Applied Digital。微软和Meta分别在周三披露了增加数据中心支出的计划,以支持其人工智能发展。Jefferies分析师Brent Thill表示,“大规模AI建设并未放缓”,预计今年行业资本支出将增长超过50%。包括亚马逊、谷歌母公司Alphabet和甲骨文在内的大型科技公司2025年预计将花费3810亿美元用于数据中心建设,比去年增加50%,不包括OpenAI等新兴云服务商的数据中心项目。周三,Vertiv和Applied Digital分别报告了超出预期的季度业绩,两家公司的股价也有所上涨。Vertiv首席执行官Giordano Albertazzi表示公司的人工智能数据中心订单强劲,目前其积压订单总额达到85亿美元。