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- Oct 19, 2026Morgan Stanley: Nvidia Is 92% Exposed To The AI Capex BoomMorgan Stanley estimates Nvidia's 2027 revenue is 91.7% exposed to AI infrastructure spending, as hyperscalers are projected to spend $1.58 trillion that year.→
- Sep 22, 2026Data Center Power Supplier Accelevation Files For $660M IPOAccelevation Holdings, which makes power distribution equipment for hyperscale and AI data centers, filed for a Nasdaq IPO seeking up to $660 million after posting $727 million in revenue and 147% growth, backed by Olympus Partners.→
- Sep 2, 2026Olympus-Backed Accelevation Files for an $800M IPOAccelevation Holdings, an Olympus Partners-backed maker of data-center power distribution equipment, filed to raise up to $800 million as revenue more than doubled to $448 million.→
- Aug 22, 2026How Vertiv Became Wall Street's AI Infrastructure DarlingVertiv, an 80-year-old cooling and power company turned around by veteran CEO Dave Cote, has become one of the market's favored AI infrastructure stocks as data-center power and thermal management became a real bottleneck.→