VR VRT Vertiv Holdings Co Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions

ADI's grid-to-chip strategy means its data center revenue is now heavily tied to the build-out of power infrastructure, not just compute. Management notes a 1% efficiency gain (97% to 98%) reduces heat loss by 50%, making power delivery a major competitive battleground. — The focus on energy efficiency and power delivery highlights the importance of companies providing thermal management and power infrastructure for data centers.