Key points:
- NVIDIA and AMD are making better graphics chips (GPUs) for computers that help them think and learn like humans.
- These GPUs need a lot of power and cooling to work well, so Vertiv is a company that helps make sure they don't overheat or break.
- The demand for these AI chips is growing fast, which means more opportunities for NVIDIA, AMD, and Vertiv to make money and improve their products. Read from source...

- The article title is misleading and sensationalist. It implies that the growth of Nvidia and AMD will directly benefit Vertiv, but it does not provide any concrete evidence or analysis to support this claim. A more accurate title would be "How Power Demands Of AI Accelerators Drive Innovation And Opportunities For Thermal Management Solutions".
- The article body is poorly structured and lacks coherence. It jumps from one topic to another without providing a clear connection or transition. It mentions the MI375/400 series, but does not explain what it is or how it relates to Vertiv's role in thermal management. It also introduces JPMorgan's opinion without any context or citation.
- The article contains several factual errors and outdated information. For example, it states that AMD's GPU power requirements are anticipated to grow at a ~30% CAGR, but this is not accurate according to AMD's own guidance. It also refers to the forthcoming MI375/400 series as expected around 2025, when in fact it was already launched in March 2021 and has been available for purchase since then.
- The article uses emotional language and exaggerates the potential impact of Nvidia and AMD's growth on Vertiv. It claims that they are "spurring opportunities" for Vertiv, but does not provide any data or analysis to back up this claim. It also implies that investors should act quickly before missing out on these opportunities, without considering the risks and uncertainties involved in the AI market.
- The article is biased towards Nvidia and AMD, and ignores other players and factors in the AI market. It focuses solely on the power consumption of their GPUs, but does not mention other types of accelerators or competitors such as Intel (NASDAQ:INTC), Google (GOOG