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06.08.26 - 06:12
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Who Will Benefit Most From Amazon and Microsoft’s Hyperscaler Leading AI Capex This Quarter? (24/7 Wall St.)
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Vertiv (NYSE:VRT) and Astera Labs (NASDAQ:ALAB) both reported into the same tailwind: Amazon and Microsoft pouring roughly $100B to $105B combined per quarter into AI capex. Vertiv sells the racks their power and cooling depend on. Astera sells the connectivity silicon stitching GPUs together. Both beat. Only one saw its stock drop the next day. ... Who Will Benefit Most From Amazon and Microsoft's Hyperscaler Leading AI Capex This Quarter?...
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