VRT vs. AMD: Wall Street’s AI Stock Showdown Amid Hyperscaler Spending Boom
Hyperscalers' massive investments and recent tech giant deals have reinforced confidence in the sustained demand for artificial intelligence infrastructure. Vertiv Holdings (VRT) and Advanced Micro Devices (AMD) emerge as top contenders, with Wall Street analysts debating which offers greater upside potential. Vertiv's 53% year-to-date surge reflects booming demand for its data center power solutions, particularly its 800-volt DC platform for Nvidia's Rubin Ultra rollout.
Advanced Micro Devices continues to capitalize on the AI chip race, though valuation concerns linger across the sector. The market watches for Vertiv's Q3 earnings on October 22 as a key indicator of AI infrastructure spending health. Neither stock directly correlates with major cryptocurrencies, but the AI investment wave mirrors crypto's institutional adoption narrative.