Is This AI Data Center Stock a Buy While the Market Panics About Oversupply?

The market is entering a new era and a new debate around artificial intelligence (AI) infrastructure. After two years of relentless capacity additions and money being thrown at AI, some analysts are warning about a potential oversupply of data center power and cooling capacity, especially in the back half of 2026 and into 2027.That worry has weighed on the share prices of the pick-and-shovel names that benefited most from the ongoing data center build-out. The stock for Vertiv (NYSE: VRT), one of the clearest leaders in liquid cooling and critical power for AI data centers, is now trading well below its highs even as the underlying order book remains strong.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool