As someone who’s worked as an electrician/engineer for 10 years in power & industrial plants , I see millions of dollars getting poured into these sectors. When companies spend on data centers, 85% is spent on hardware 👉 Power & cooling (~30%) 👉 Servers & IT (~28%) 👉 Networking (~15%) 👉 Storage (~10%) Here’s a list of stocks that benefit 🔌❄️ 30% — Power and Cooling Systems This category includes critical infrastructure like UPS systems, power distribution, switchgear, thermal management, liquid cooling, HVAC, and related equipment. Key stocks: - Vertiv Holdings Co. $VRT — Dominant in critical power, cooling, and thermal management for data centers. - nVent Electric plc $NVT— Focuses on electrical connection and protection, including enclosures and cooling solutions. - Carrier Global Corporation $CARR — Provides HVAC and cooling systems used in data centers. - Johnson Controls International $JCI — Offers building efficiency, HVAC, and cooling tech. - Modine Manufacturing $MOD — Specializes in heat transfer and cooling components. - SPX Technologies $SPXC — Involved in cooling and thermal technologies. 💻 28% — Servers and IT Equipment This covers servers, compute hardware, GPUs/accelerators, and broader IT gear (often from OEMs or chip designers powering hyperscale setups). Key stocks: - NVIDIA Corporation $NVDA — Leading provider of GPUs essential for AI servers. - Advanced Micro Devices $AMD — Supplies CPUs and GPUs for data center servers. - Super Micro Computer $SMCI — Builds server systems (publicly traded as SMCI in many discussions). - Dell Technologies $DELL or Hewlett Packard Enterprise $HPE — Major server manufacturers for data centers. 🛜 15% — Network Equipment This includes switches, routers, optical networking, interconnects, and high-speed data transport gear for data center connectivity. Key stocks: - Arista Networks $ANET — Leading in cloud networking switches for data centers. - Broadcom $AVGO — Provides networking chips, interconnects, and semiconductors. - Ciena Corporation $CIEN — Optical networking equipment for high-capacity data transport. - Astera Labs $ALAB or Credo Technology $CRDO — Emerging players in high-speed interconnects and retimers. 📦 10% — Storage Devices This covers hard disk drives (HDDs), solid-state drives (SSDs), flash storage, and memory solutions used in data center racks. Key stocks: - Western Digital $WDC — Major producer of HDDs and SSDs for enterprise/data center storage. - Seagate Technology $STX — Leading HDD manufacturer, benefiting from AI data storage needs. - Micron Technology $MU— Provides DRAM and NAND flash memory/storage for data centers. - Pure Storage $PSTG — Focuses on all-flash enterprise storage arrays. Picks & Shovels are where the real money is made. Even if the Ai bubble were to pop , they’re not getting rid of all this infrastructure. Not financial advice , always do your research 🔥
163K views
58 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
