Microsoft reported $677 billion in commercial RPO in the first quarter of fiscal 2027, up 73%, and estimates more than $50 billion in capex for the current quarter. Oracle has RPO of $664 billion, up $209 billion from a year earlier, and plans capex of $90–$95 billion in its current fiscal year, up from $55.7 billion. The article argues cooling is critical because GPU-powered AI clusters pack 8–10x more power than traditional racks, with the global data center cooling market expected to grow from $18 billion last year to $141 billion in 2036. Vertiv posted Q3 2026 revenue up 61% to $4.3 billion, non-GAAP EPS up 78% to $2.21, and raised its 2026 revenue guidance by $650 million to $14.65 billion. Trading at about 25 times forward earnings, the stock could hit $437 if it trades at 35 times earnings at the end of 2028 with EPS of $12.50, implying about 95% upside.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Microsoft and Oracle Can't Cool AI Data Centers Without This Growth Stock. Here's Why It Could Soar.
Read the original on Yahoo Finance ↗
Keywords
data centersartificial intelligenceOracleVRTcapital expenditure
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Related tickers and likely impact
MSFT
▲ Likely positiveMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 11/02/2026 | 507.12 |
| Change that session | -2.83% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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