Hello dear Getquin Community,

After $ORCL (-3,21%) Oracle caused quite a stir after the last quarterly figures and the market reacted extremely positively with a 40 percent increase in the share price, so much so that CEO Larry Ellison briefly became the richest person in the world overnight, I wanted to unravel the magic and find out exactly which division caused this tremor.

The answer is Cloud Infrastructure, or OCI for short. In this area, the demand for data centers for artificial intelligence has exploded, which has brought Oracle long-term orders worth 455 billion US dollars. However, it is not only Oracle that is benefiting, but also other hyperscalers, regional challengers and, above all, the so-called shovel manufacturers that provide the basic infrastructure.

I have taken the trouble to look for potential competitors and up-and-coming challengers so that you have a complete overview of this sector. I have divided the whole thing into the following segments: 🌍 Big players (hyperscalers), 💡 Hidden champions (selection by region), ⚒️ Shovel manufacturers (infrastructure suppliers) and, as always, my favorite.

If I have overlooked any important aspects or a classification was not entirely precise, I look forward to your comments and exciting additions. Together we can understand this topic even better and learn from each other.

Feel free to leave a 👍. I wish you every success with your investments 🚀

🌍 Big Player (Hyperscaler)

Amazon Web Services - $AMZN (-1,18%) (USA, Nasdaq) → World market leader with >30 % market share, huge data centers & own AI chips (Trainium, Inferentia)

Microsoft Azure - $MSFT (-0,31%) (USA, Nasdaq) → second largest provider, strong AI focus through OpenAI partnership

Google Cloud - $GOOGL (-1,2%) (USA, Nasdaq) → third largest provider, specialized in AI workloads & big data

Oracle Cloud Infrastructure (OCI) - $ORCL (-3,21%) (USA, NYSE) → Number 4 worldwide, currently fastest growth (+70-80 %), RPO USD 455 bn

Alibaba Cloud - $BABA (+2,49%) , $9988 (+3,37%) (China, NYSE/HKEX) → Market leader in Asia, complete cloud suite from IaaS to AI

Favorite: Oracle - $ORCL (-3,21%)

Oracle impresses with its cloud infrastructure OCI, which recently collected orders worth 455 billion US dollars. The moat lies in the close integration of the database business and cloud services as well as the multi-cloud partnerships with Microsoft and Google. The compounder property is the result of long-term contracts and economies of scale in data center construction.

Alternative favorite: Alibaba Cloud - $BABA (+2,49%) , $9988 (+3,37%)

Alibaba is number one in Asia and number four worldwide. The moat lies in the close integration with Alibaba's e-commerce and fintech ecosystem. The compounder property stems from the enormous growth in emerging markets and the increasing demand for cloud services in China. While the stock is valued significantly cheaper than Oracle, there are geopolitical and regulatory risks.

💡 Hidden champions (selection by region)

🇪🇺 Europe

OVHcloud - $OVH (+2,17%) PA (France) → largest European cloud provider, GDPR- and Gaia-X-focused

Scaleway - private (France, part of the Iliad Group) → Developer and AI cloud platform

T-Systems - part of $DTE (-0,75%) DE (Deutsche Telekom, Germany) → Hybrid & Sovereign Cloud for Public Sector

IONOS - $IOS (+0,13%) DE (Germany, Xetra)

Largest European web hosting and SME cloud provider. Burggraben: strong brand and high customer loyalty in the SME sector.

Aruba Cloud - private (Italy) → regionally strong in SMEs & hosting

Outscale - private (France, subsidiary of Dassault $DSY.PA) → Industrial Cloud & Simulation

Favorite: OVHcloud - $OVH (+2,17%)

Burggraben: strong position as a GDPR-compliant sovereign cloud with Gaia-X. Compounder: increasing trust from authorities and companies ensures growing recurring revenues.

🇨🇳 China

Baidu AI Cloud - part of $BIDU (+7,18%) , $9888 (+7,23%) (Nasdaq, China/USA) → AI workloads, autonomous driving, language models

JD Cloud - part of $JD (+0,94%) , $9618 (+1,27%) (Nasdaq, China/USA) → Cloud for e-commerce & retail

Kingsoft Cloud - $KC (+5,9%) , $3896 (+6,16%) (Nasdaq, China/USA) → Gaming, streaming and app cloud

China Telecom Cloud - part of $728 HK (HKEX) → Infrastructure cloud, state-supported

China Mobile Cloud - part of $941 HK (HKEX) → 5G edge cloud with telecom backbone

Favorite: Kingsoft Cloud - $KC (+5,9%) , $3896 (+6,16%)

Moat: Specializing in gaming, streaming and mobile apps with deep integrations into ecosystems. Compounder: benefits from China's growing online consumption and strong embedding in the Tencent environment.

🇯🇵 Japan

NTT Communications - part of $9432 (+0,11%) T (Tokyo) → Enterprise cloud with global network

NEC Cloud - $6701 (-1,52%) T (Tokyo) → Government & security solutions

Fujitsu Cloud K5 - $6702 (-0,33%) T (Tokyo) → Hybrid cloud for large companies

Rakuten Symphony Cloud - part of $4755 (+3,08%) T (Tokyo) → 5G & telecom cloud

IIJ Cloud - $3774 (+0,62%) T (Tokyo) → Cloud pioneer for enterprise IT

Favorite: NTT - $9432 (+0,11%)

Moat: global telecom backbone and huge enterprise customer base. Compounder: expansion of data centers in Asia and Europe with stable recurring revenues.

🇮🇳 India

Reliance Jio Cloud - part of $RELIANCE NS (NSE India) → Telecom Cloud, partnership with Azure

Tata Communications IZO - $TATACOMM NS (NSE India) → Hybrid cloud & global backbone

Infosys Cobalt - $INFY (NYSE/NSE India) → Cloud migration platform & consulting

HCLTech Cloud - $HCLTECH NS (NSE India) → AI-powered hybrid cloud

Wipro Cloud Studio - $WIPRO NS (NSE India) → MultiCloud service provider

Favorite: Tata Communications - $TATACOMM

Moat: global fiber optic network and deep networking in hybrid cloud. Compounder: growing international expansion and increasing demand for multi-cloud solutions.

🌏 Asia / Oceania

Naver Cloud - part of $035420 KQ (Korea KOSDAQ) → AI & gaming cloud

Samsung SDS Cloud - $018260 , $SMSN (-0,21%) KQ (Korea KOSDAQ) → Enterprise & IoT Cloud

KT Cloud - part of $030200 KQ (Korea KOSDAQ) → Telecom & Edge Cloud with 5G

Telstra Cloud - $TLS (-0,27%) AX (Australia) → Telecom Cloud, Asia-Pacific focus

Macquarie Telecom Cloud - $MAQ AX (Australia) → Public Sector & Compliance

Favorite: Naver Cloud - $035420

Moat: strong integration of AI and gaming in Korea. Compounder: rapid scaling due to growing demand for AI and ML applications.

🌍 Latin America

UOL Diveo (Compasso UOL) - private (Brazil) → Cloud + Managed Services

Tivit Cloud - private (Brazil) → MultiCloud for industry & banks

Locaweb Cloud - $LWSA3 SA (Brazil) → SME Hosting & Cloud

Claro Cloud - part of $AMX (+1,46%) (Mexico, NYSE/HKEX) → Telecom Cloud in Latin America

DesireCloud - private (Chile/Peru) → Local provider for companies

Favorite: Locaweb - $LWSA3

moat: Market leader for SME cloud and hosting in Brazil. Compounder: enormous scalability through the digitalization of small and medium-sized enterprises throughout Latin America.

🇨🇦 Canada

OVHcloud Canada - part of $OVH (+2,17%) PA (France) → Data centers for North America

SherWeb - private (Quebec) → Cloud and MSP services for SMEs

HostPapa - private (Canada) → SME cloud solutions

Canadian Web Hosting - private (Canada) → Cloud & hosting with a focus on data protection

Beanfield Cloud - private (Toronto) → Cloud combined with fiber optic infrastructure

Favorite: SherWeb - private

Moat: close ties to SMEs via managed services. Compounder: fast-growing cloud ecosystem for small businesses in North America, high customer loyalty.

⚒️ Blade manufacturers (infrastructure suppliers)

🖥️ Semiconductors & Chips

Nvidia - $NVDA (-2,66%) (USA, Nasdaq) → GPUs for AI training & cloud

AMD - $AMD (-0,13%) (USA, Nasdaq) → CPUs/GPUs for Data Center

Intel - $INTC (-0,54%) (USA, Nasdaq) → Server CPUs & AI accelerators (Gaudi)

TSMC - $TSM (+0%) (Taiwan, NYSE/TWSE) → largest chip manufacturer, produces for NVIDIA/AMD

Samsung Electronics - $SMSN (-0,21%) KQ (Korea) → Memory, foundry, GPUs/CPUs

Favorite: Nvidia - $NVDA (-2,66%)

Moat: near monopoly in high-end GPUs for AI. Compounder: Ecosystem and network effects through CUDA and developer community.

📦 Data center hardware & servers

Supermicro - $SMCI (-0,53%) (USA, Nasdaq) → GPU clusters & AI servers

Dell Technologies - $DELL (+3,2%) (USA, NYSE) → Enterprise Servers & Storage

Hewlett Packard Enterprise - $HPE (+1,41%) (USA, NYSE) → Hybrid Cloud & Edge

Inspur - private (China) → AI & Cloud Server

Lenovo - $LNVGY (+1,96%) (China/ADR) → HPC and AI servers

Favorite: Supermicro - $SMCI (-0,53%)

Moat: Specialization in GPU clusters and AI servers. Compounder: benefits from every expansion of the hyperscalers, extremely high scalability.

⚡ Memory & network chips

Micron - $MU (+0,03%) (USA, Nasdaq) → DRAM & HBM memory

SK Hynix - $HY9H (-4,62%) KQ (Korea) → Memory chips, HBM for NVIDIA

Broadcom - $AVGO (-3,44%) (USA, Nasdaq) → Network Chips & Switches

Marvell - $MRVL (+4,46%) (USA, Nasdaq) → Network & 5G chips

ASE Technology - $ASX (+0,26%) (Taiwan, NYSE) → Packaging for high-end chips

Favorite: Broadcom - $AVGO (-3,44%)

Moat: deep roots in network infrastructure of hyperscalers. Compounder: benefits from rising demand for switches and custom chips for the cloud.

🏭 Data centers / colocation

Equinix - $EQIX (+1,14%) (USA, Nasdaq) → largest colocation provider worldwide

Digital Realty - $DLR (-0,54%) (USA, NYSE) → Data centers worldwide, strong in Europe/USA

China Telecom DC - part of $728 HK (HKEX) → Data center infrastructure in China

NTT Data Centers - part of $9432 (+0,11%) T (Tokyo) → Data centers in Asia/Europe

NEXTDC - $NXT (+2,04%) AX (Australia) → Growing data centers in the APAC region

Favorite: Equinix - $EQIX (+1,14%)

Moat: global networking and extremely high switching costs for customers. Compounder: continuous expansion and cross-selling potential through platform structure.

🔋 Energy & cooling

Schneider Electric - $SU (-0,84%) PA (France, Euronext) → Power & Cooling for Data Center

ABB - $ABBN (-1,46%) (Switzerland, SIX/NYSE ADR) → Energy & Automation

Siemens Energy - $ENR (-2,1%) (Germany, Xetra) → Power Grids & Data Center Technology

Vertiv - $VRT (-1,13%) (USA, NYSE) → Cooling, Racks & UPSs

Eaton - $ETN (-2,36%) (Ireland/USA, NYSE) → Power Management

Favorite: Schneider Electric - $SU (-0,84%)

Burggraben: market-leading energy and cooling systems for data centers. Compounder: long-term growth due to increasing demand for efficient data centers.

🌐 Network & Connectivity

Cisco - $CSCO (+0,57%) (USA, Nasdaq) → Router & Network Hardware

Arista Networks - $ANET (+0,06%) (USA, NYSE) → High-speed switches for hyperscalers

Juniper Networks - Acquisition by $HPE (+1,41%) Hewlett Packard HP (USA, NYSE) → Routing & Network Security

Ciena - $CIEN (-0,71%) (USA, NYSE) → Fiber Optics & Optical Networks

Nokia - $NOK (+2,57%) (Finland, NYSE/Helsinki) → 5G & Core Networks

Favorite: Arista Networks - $ANET (+0,06%)

Moat: technological leadership in high-speed switches in hyperscaler data centers. Compounder: enormous growth opportunities due to exponential data traffic in AI workloads.

✨ Takeaway

The Oracle quake shows: Cloud & AI are the growth drivers of the coming years. While hyperscalers are in the spotlight, hidden champions are growing in their niches in the background and blade manufacturers are making money from every expansion of the infrastructure.

👉 Question for you: Do you prefer to focus on hyperscalers in your strategy? hyperscalersthe hidden champions or directly on the shovel manufacturers?

I look forward to your opinions!

Source: own analysis

Image - Image credit: Getty Images

Hello my dears, @Klein-Anleger1

after the great performance in the previous months

August was unfortunately not so successful.

But September is going well again so far. And so I am YTD with + 5.04 % better than the

NASDAQ 100 + 0.16% World+ 1.14 %.

Reasons for the underperformance in August are earnings at my large position GFT and negative news at Defi Technologie.

The tariffs weighed on Embraer, and the correction in defense weighed on Kitron and AeroVironment.

Vertex's earnings were also the fly in the ointment.

Negative position: (month of August)

Defi Technology - 25.61%. $DEFI (-1,77%)

Innodata - 23.64%. $INOD (-1,17%)

Tokyo Electron - 20.95%. $8035 (+4,07%)

Vertex. - 16,38% $VRTX (+0%)

Aixtron. -15,53%. $AIXA (+2,66%)

Transdigm. -15,13%. $TDG (+0,25%)

Vertiv. -14,72%. $VRT (-1,13%)

Coinbase. -13,01%. $COIN (-1,15%)

AeroVironment. -11,91%. $AVAV (-0,56%)

Kitron. -7,79%. $KIT (-2,96%)

Microsoft. -7,64%. $MSFT (-0,31%)

Embraer. -4,75%. $ERJ (-1,25%)

Nvidia. -4,33%. $NVDA (-2,66%)

GFT Technology -3.67%. $GFT (+1,84%)

With so many negative positions, I am glad that I got off lightly due to my positive positions.

Plus positions: (month of August)

Gilat Satellite. +22,14%. $GILT (-0,52%)

Applovin. +18,69%. $APP (-1,53%)

NU Holdings +17.88%. $NU (+0,94%)

SoFi. +12,24%. $SOFI (-0,86%)

Alphabet. +8,95%. $GOOGL (-1,2%)

Fortescue. +8,90%. $FSUGY (-0,47%)

$META (-0,78%)

Hello folks,

AI is not just a pipe dream, AI is a reality.

And the DeepSeek narrative from a year ago has also disappeared.

I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.

Meta secures nuclear power for data centers

$CEG (-0,83%)
$VST (-0,24%)

https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html

$TLNE

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

https://aktienmagazin.de/blog/analystenempfehlungen/talen-energy-stromproduzent-schliest-langfristigen-vertrag-mit-amazon--152080.html

$EQT (+0,65%)

EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.

$GEV (-1,82%)

GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.

https://aktienmagazin.de/nachrichten/hot-news/eqt-wird-energielieferant-der-nachsten-ki-ara-pennsylvania-setzt-auf-g-149150.html

HOCHTIEF subsidiary builds mega data center for Meta in the USA

$HOT (-1,8%)

https://www.hochtief.de/aktuelles-medien/pressemitteilungen/pressemitteilung/hochtief-tochter-baut-in-den-usa-mega-rechenzentrum-fuer-meta

data centers

$NVDA (-2,66%)

NVIDIA Corp ('US67066G1040')

A dominant player: Hardly any AI data center runs without Nvidia

$TLNE

Talen Energy Corp ('US87422Q1094')

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

$APLD (-0,46%)

Applied Digital Corp ('US0381692070')

Applied Digital: AI data centers as growth driver

$LITE (-2,24%)

Lumentum Holdings Inc ('US55024U1097')

Lumentum Holdings is a beneficiary of demand for data center infrastructure

$BTDR (+0,72%)

Bitdeer Technologies Group ('KYG114481008')

Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly

$ALAB

Astera Labs Inc ('US04626A1034')

Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!

$IFX (+0,3%)

Infineon Technologies AG ('DE0006231004')

Infineon convinces with green technology in a difficult environment

$TTR1 (+3,51%)

technotrans SE ('DE000A0XYGA7')

Technotrans: Ice cold back on the road to success

$HOT (-1,8%)

Hochtief AG ('DE0006070006')

Hochtief - Infrastructure investments worth billions are growth drivers.

$FLEX (-0,8%)

Flex Ltd ('SG9999000020')

Flex: Contract manufacturer with power - Data center boom drives share to new heights.

$ORCL (-3,21%)

Oracle Corp ('US68389X1054')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$PRIM (+1,97%)

Primoris Services Corp ('US74164F1030')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$VST (-0,24%)

Vistra Energy Corp ('US92840M1027')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$EQT (+0,65%)

EQT Corp ('US26884L1098')

EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar

$AMZN (-1,18%)

Amazon.com Inc ('US0231351067')

Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!

$STX (-1,44%)

Seagate Technology Holdings PLC ('IE00BKVD2N49')

Seagate - Irish to significantly improve margins and sales again in H2 with new technology.

$ECL (+1,15%)

Ecolab Inc ('US2788651006')

With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.

$AAOI (+5,42%)

Applied Optoelectronics Inc ('US03823U1025')

Applied Optoelectronics reports production milestone and growth in the data center sector

$IESC (-1,29%)

Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!

$VRT (-1,13%)

WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!

$EME (-0,23%)

ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE

$FIX (-1,18%)

COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!

In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.

Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.

However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".

The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.

"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.

Criticism of Meta plans

However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.

https://www.focus.de/finanzen/in-ort-mit-3347-einwohnern-entsteht-fuer-10-milliarden-dollar-groesstes-ki-rechenzentrum_e9ff4911-4348-48b8-9903-9038e11fcefa.html

After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I have subsequently added my favorites in each sector.

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

AdditionallyTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (-1%) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (-0,11%) Synopsys (US) - EDA software, chip design

$CDNS (-1,43%) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (-0,07%) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (-0,8%) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (+3,39%) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+1,01%)
Hexagon (SE) - Metrology & Simulation

$AWE (+0,12%) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

1.Synopsis, 2.Siemens and 3.Adobe are my top 3 in this sector

2. manufacturing technology & equipment

$ASML (-0,67%) ASML (NL) - Lithography (EUV)

$AMAT (+2,55%) Applied Materials (US) - Semiconductor equipment

$8035 (+4,07%) Tokyo Electron (JP) - wafer fabrication

$KEYS (+1,07%) Keysight Technologies (US) - Metrology

$6857 (-1,86%) Advantest (JP) - Chip test systems

$TER (+0,83%) Teradyne (US) - test systems + cobots

$6954 (-1%) Fanuc (JP) - Industrial robots, CNC

$CAT (+1,88%) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK Rockwell Automation (US) - industrial automation

$JBL (+0%) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (-2,96%) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (+2,66%) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+0,8%)
Lam Research (US) - Etch/deposition systems

$MKSI (+0,03%)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (+0,35%)
ASM International (NL) - Deposition systems

1.ASML, 2.Keysight Technologies, 3.Fanuc are my top 3 in this sector

3. chip manufacturing (foundries)

$TSM (+0%) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (+2,55%) GlobalFoundries (US) - specialty chips

$INTC (-0,54%)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

1.TSMC, 2.Intel, 3.Samsung Electronics are my top 3 in this sector

4. computing & control unit ("brain")

$NVDA (-2,66%) Nvidia (US) - GPUs, AI chips

$INTC (-0,54%) Intel (US) - CPUs, FPGAs

$AMD (-0,13%) AMD (US) - CPUs, GPUs

$MRVL (+4,46%) Marvell (US) - network chips

$MU (+0,03%) Micron (US) - Memory

$DELL (+3,2%) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

1.Nvidia, 2.Marvell, 3.Micron are my top 3 in this sector

5. sensors ("senses")

$6758 (+1,19%) Sony (JP) - image sensors

$6861 (-1,26%) Keyence (JP) - Industrial sensors

$STM (+0,43%) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (-0,19%) Cognex (US) - Machine Vision

$HON (+0,92%) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$AMBA (+1,21%) Ambarella (US) - video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) - Lidar sensors - acquisition by Ouster

$AMS (-1,24%)
-OSRAM (AT/DE) - optical sensors

1.Teledyne, 2.Keyence, 3.Ouster are my top 3 in this sector

6. actuators & power electronics ("muscles")

$IFX (+0,3%) Infineon (DE) - Power Electronics

$ON (+1,75%) onsemi (US) - Power & Sensors

$TXN (+1,46%) Texas Instruments (US) - Mixed-Signal Chips

$ADI (+0,82%) Analog Devices (US) - Signal Processing

$PH Parker-Hannifin (US) - Hydraulics/Pneumatics

$MP (+0,54%) MP Materials (US) - Magnets

$APH (+0,04%) Amphenol (US) - Connectors

$6481 (+0,43%) THK (JP) - Linear guides & actuators

$6324 (+6,02%)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (+0,1%)
Nidec (JP) - Electric motors

$6506 (-0,57%)
Yaskawa (JP) - Drives & Robotics

$SU (-0,84%)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (-0,8%)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

1.Parker-Hannifin, 2.MP Materials, 3.Infinion are my top 3 in this sector

7. communication & networking ("nerves")

$QCOM (+0,79%) Qualcomm (US) - mobile communications, edge AI

$ANET (+0,06%) Arista Networks (US) - Networks

$CSCO (+0,57%) Cisco (US) - Networks, Security

$EQIX (+1,14%) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (+0,85%)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+2,21%)
Nokia (FI) - 5G/6G for industry

$HPE (+1,41%)
Juniper Networks (US) - Network technology - acquisition by HP

1.Arista Networks, 2.SoftBank, 3.Cisco are my top 3 in this sector

8. energy supply

$3750 (+5,59%) CATL (CN) - Batteries

$6752 (+0,15%) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (-0,88%) Albemarle (US) - Lithium

$LYC (+1,08%) Lynas (AU) - Rare earths

$UMICY (-1,27%) Umicore (BE) - recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (-1,46%) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG
Plug Power (US) - fuel cells

$KULR (+1,05%)
KULR Technology (US) - Thermal management & battery safety for mobile systems

1.Albemarle, 2.CATL, 3.Panasonic are my top 3 in this sector

9. cloud & infrastructure

$AMZN (-1,18%) Amazon AWS (US) - Cloud, AI

$MSFT (-0,31%) Microsoft Azure (US) - Cloud, AI

$GOOG (-1,12%) Alphabet Google Cloud (US) - Cloud, ML

$VRT (-1,13%)
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (-3,21%)
Oracle Cloud (US) - ERP + Cloud

$IBM (+1,26%)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+2,17%)
OVHcloud (FR) - European cloud

1.Alphabet, 2.Microsoft, 3.Oracle are my top 3 in this sector

10. software & data platforms

$PLTR (-2,58%) Palantir (US) - Data integration

$DDOG (+0,04%) Datadog (US) - Monitoring

$SNOW (-0,42%) Snowflake (US) - Data Cloud

$ORCL (-3,21%) Oracle (US) - Databases, ERP

$SAP (+1,76%) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (-2,66%) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (-1,17%) Innodata (US) - data annotation & AI training data

$PATH (+1,76%)
UiPath (RO/US) - Robotic process automation

$AI (-0,85%)
C3.ai (US) - AI platform

$ESTC (+0,36%)
(NL/US) - Search & data analysis

1.S&P Global, 2.Palantir, 3.Datadog are my top 3 in this sector

11. end applications / robots

$ABBN (-1,46%) ABB (CH/SE) - Industrial Robots

$6954 (-1%) Fanuc (JP) - Industrial robots

$TSLA (-0,27%) Tesla Optimus (US) - humanoid robot

$9618 (+1,27%) JD.com (CN) - logistics robot

$AAPL (+0,81%) Apple (US) - Platform & UX

$700 (+1,71%) Tencent (CN) - Platform & AI

$9988 (+3,37%) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+0,83%) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (+0,43%) Intuitive Surgical (US) - surgical robotics

$GMED (+0%)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (-1,21%) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (-0,08%) Coupang (KR) - Logistics end user

$IRBT (+3,81%)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

1.Apple, 2.Tencent, 3.Alibaba are my top 3 in this sector

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (+0,79%)
Iluka Resources (AU) - Rare earths

$ARR (+4,43%)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+0,8%)
Lam Research (US) - Plasma/etching processes

$ASM (+0,35%)
ASM International (NL) - ALD equipment

$MKSI (+0,03%)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+1,72%)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+1,87%)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+0,43%)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (+1,34%) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (-1,3%)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (+1,09%)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (-0,8%)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+1,95%)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+1,01%)
Hexagon (SE) - Metrology

$SNPS (-0,11%)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+1,41%)
Juniper (US) - Networks - Acquisition of HPE

$DTE (-0,75%)
T-Systems (DE) - Industry cloud

$OVH (+2,17%)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (-3,21%)
Oracle Cloud (US) - ERP & databases

$IBM (+1,26%)
IBM Cloud (US) - Hybrid Cloud

$9988 (+3,37%)
Alibaba Cloud (CN) - Asian Cloud

$VRT (-1,13%)
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO
Moody's (US) - Ratings

$MSCI (+2,31%)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (+1,32%)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (-0,78%)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (+7,23%)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+1,41%)
HPE (US) - Edge Computing

$SMCI (-0,53%)
Supermicro (US) - AI servers

$6702 (-0,33%)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$000660
SK Hynix (KR) - Memory

$285A (-7,66%)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (+1%) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (+0,63%) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (-1,8%) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/growth in AI/robotics - this is a classic venture capital fund

DARPA (US) - government R&D funding (robotics/defense) - independent research and development agency

EU Horizon (EU) - research funding/grants for DeepTech - Innovative Europe pillar

China State Funds (CN) - state industry/technology fund

Lux Capital (US) - VC for DeepTech - Uptake (US) - AI-based predictive maintenance

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Softbank

Maintenance & Service

$SIE (-0,8%) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (-1,46%) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (+0,81%) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (-1%) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (+1,13%) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (+0,43%) Publicis (FR) - communications/advertising group

$META (-0,78%) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (-1,12%) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (+0,81%) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (+1,13%)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

EU AI Act (EU) - legal framework for AI & robotics

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & Talent

MIT (US) - Robotics/AI Research & Education

ETH Zurich (CH) - autonomous systems & robotics

Stanford (US) - AI/Robotics labs & spin-offs

Tsinghua University (CN) - Robotics/AI in Asia

CMU (US) - Robotics Institute

EPFL (CH) - Robotics research

TU Munich (DE) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (-2,66%) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (-0,67%) ASML (NL) - EUV lithography, indispensable for chip production

$005930 Samsung Electronics (KR) - memory, logic, foundry

$000660 SK Hynix (KR) - DRAM & NAND memory for AI

$MU (+0,03%) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (-1,26%) Keyence (JP) - Industrial sensors & vision systems

$CGNX (-0,19%) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (+0,3%) Infineon (DE) - power electronics, motor control

$6594 (+0,1%) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+0,43%) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+0,79%) Qualcomm (US) - Mobile & Edge Chips

$AMZN (-1,18%) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (-0,31%) Microsoft Azure (US) - Cloud, AI services

$CSCO (+0,57%) Cisco (US) - Networks & Security

$VRT (-1,13%) Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (-0,27%) Tesla (US) - humanoid robot Optimus

$ABBN (-1,46%) ABB (CH/SE) - Robotics & Automation

$6954 (-1%) Fanuc (JP) - industrial robots & CNC systems

$7012 (-1,21%) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (-0,67%)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (+0,3%) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (+0,43%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (+1,76%)
SAP (DE)

ERP & data platforms, important for integrating humanoid robots into industrial processes.

$SIE (-0,8%)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

Specialist for humanoid robots (TALOS, ARI, TIAGo), internationally used in research & service.

Neura Robotics (DE) - Not a listed company

Young high-tech company, develops cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$000660
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision & perception.

$6861 (-1,26%)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (-1%)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (-0,57%)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (+0,1%)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (-1,21%)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (+1,27%)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

Hello my dears,

the love @yngfinn has asked me how I find shares. I would like to share my answer with you.

@yngfinn

Hello my dear,

as I have enough positions in my portfolio at the moment, I am no longer looking so intensively for new companies. I don't trade and am more long-term oriented.

My approach is quite different.

By sector:

I often look at which sectors and areas are currently on the move. Or what the areas of the future are, such as robotics, defense and aerospace, AI, etc.

But I also look at which sectors and countries in my portfolio are undervalued.

Or also in which sectors I see a need to catch up because they have been driven down unjustifiably. Like the healthcare sector, for example 🍊.

I watch reports and documentaries. Like exploring the oceans and seas. And discovering Kraken Robotic $PNG (+0%) and Norbit $NORBT (-6,98%) .

https://getqu.in/Ey45a0/

After Powel's speech on Friday, for example, it would now make sense to look for real estate and homebuilders. Like Buffet did with his stock Dr. Horten $DHI (+0,95%) .

Unfortunately, the ongoing wars show the importance of drones and drone defense.

But also the increasing importance in agriculture (I have already written a post about this).

https://getqu.in/SdXvMm/

In the end, my choice here was $AVAV (-0,56%) AeroVironment. And the contract manufacturer $KIT (-2,96%) Kitron.

In the future-oriented robotics sector, I don't really want to invest in overvalued stocks such as $TSLA (-0,27%) Tesla or the contract manufacturer $JBL (+0%) Jabil. I see Japan as very innovative here. As shown by $7012 (-1,21%) Kawasaki shows. This is how I discovered the blade supplier $6481 (+0,43%) THK (there was a post from me about this).

https://getqu.in/fZudqX/

By country:

When Iran attacked Israel, I took advantage of the dip and picked Israeli stocks.

For example, I discovered Gilat $GILT (-0,52%) for example.

But as a long-term investor, I still see the USA in the lead. I also like to take a look at small and mid caps.

But I also often look at countries that are not quite so much in focus. Scandinavia or Italy.

I have found $LTMC (-1,44%) Lottomatica and $CAMX (-1,1%) Camurus.

I often only look at the companies by momentum from the various indices in these countries.

By company:

I also often look at which companies are currently the stars on the stock market. Like Rheinmetall, for example, but then I don't go into the overvalued shares, but look for suppliers, i.e. blade suppliers. That's how I came across Kitron $KIT (-2,96%) for example. Kitron as a contract manufacturer for the defense sector.

Or when Novo Nordisk was still a star, I discovered the Novo supplier $YPSN (+1,19%) discovered.

Nvidia supplier $HY9H (-4,62%) sk Hynix.

Where is the capex of the companies going?

Based on this question, I came across the AI infrastructure companies $IESC (-1,29%) IES Holding and $VRT (-1,13%) Vertiv.

The weakness of one company makes other companies strong.

The weakness of Boeing makes $AIR (-1,05%) and $ERJ (-1,25%) strong. That's how I came across Embraer and $MTX (-1,59%) MTU.

https://getqu.in/4hiSbt/

Research and reports, such as on coinbase $COIN (-1,15%) (CAUTION never buy based on a story).

https://getqu.in/OIiwhP/

Good company figures with a growth story could also be a reason. As for example with $GILD (+1,45%) Gilead.

https://getqu.in/iF8BDY/

Takeover fantasies:

Takeover rumors usually mean that the share price of the company to be taken over rises.

As was the case with $AWE (+0,12%) Alphawave was the case.

https://getqu.in/1NPNWI/

Or with Iveco $IVG (-0,35%)

https://getqu.in/WJnLFp/

https://getqu.in/VnK4Xk/

CAUTION: Something can always go wrong here and send the share price plummeting.

I experienced this myself with i robot when the UK did not agree to a takeover by Amazon.

No matter in which area. My approach is usually to pick out the momentum stocks. I then look at the multiples, news, order situation and, of course, the company.

Compounders and long-term runners:

In my core, I only invest in quality stocks with a moat.

Here it makes sense not to buy at the ATH, but on the dip.

Multiples:

What is important to me with multiples:

-profitable company, or in the next year

Profitable.

Preferably double-digit profit growth with a falling P/E ratio.

-Percentage profit growth is higher than sales growth.

-good and rising EbiT margin.

-PEG below or around 1

-increasing free cash flow taking into account capex.

My dears,

I hope my brief summary of my approach perhaps offers you a little added value.

Please let me know in the comments.

Suggestions for improvement are also welcome. 😘😘

$VRT (-1,13%)
$AMZN (-1,18%)

Dear Vertiv investors, how are you behaving? Are you selling, are you staying relaxed and investing, are you even buying more?

Or are there even investors here who are getting in and using it as a buying opportunity?

I look forward to your comments.

Investing.com - Shares of Vertiv Holdings (NYSE: VRT ) fell 11% on Thursday, a day after Amazon Web Services (NASDAQ: AMZN ) unveiled its own cooling hardware designed specifically for Nvidia's (NASDAQ: NVDA ) powerful AI graphics processors.

AWS on Wednesday unveiled its new In-Row Heat Exchanger (IRHX) cooling system, designed as an alternative to industry-standard liquid cooling solutions from companies such as Vertiv. The custom solution allows AWS to accommodate Nvidia's heat-intensive GPU racks without requiring major data center modifications.

The IRHX cooling system was designed to meet the high thermal requirements of Nvidia's latest Blackwell GPUs, which consume a lot of energy and generate significant heat when running AI workloads. AWS Vice President Dave Brown explained that traditional cooling methods "would take up too much space in the data center or significantly increase water consumption."

Bloomberg Intelligence analyst Mustafa Okur pointed out the potential impact on Vertiv: "Amazon Web Services' adoption of its own server liquid cooling system could weigh on Vertiv's future growth prospects. We expect liquid cooling to account for around 10% of total sales, and AWS could be one of the largest customers."

AWS developed the cooling technology in collaboration with Nvidia. It took just eleven months from design to production. The system combines liquid and air-based components. The coolant is directed to the GPU chips via cooling plates, while the heat is dissipated via fan coils.

The cooling innovation coincides with AWS's launch of new compute instances that provide customers with access to Nvidia's most powerful AI server configurations, supported by AWS's Nitro infrastructure platform for network and system monitoring.

https://www.investing.com/news/stock-market-news/vertiv-stock-falls-after-aws-unveils-custom-cooling-technology-4130482

$VRT (-1,13%) is for me, like Schneider Electric, one of the winners of the AI decade. How do you see it?

Today, after a long period of consideration, I have decided to part with $CDI (+0,02%) ... I have learned that it can also make sense to realize losses.

I now want to invest the money in shares that are better suited to my dividend growth strategy and show more growth. I am thinking of companies like $V (+1,24%)
$ZTS (+1,3%)
$NOVO B (+2,65%)
$6383 (+1,16%)
$VST (-0,24%)
$VRT (-1,13%)

Please share your opinion!