WS #15043
Investment flows are rotating from software-centric AI plays toward physical infrastructure, as highlighted by BlackRock's recent analysis. This thesis is supporting stocks like Micron (MU), Vertiv (VRT), and Chart Industries (CEG), which are critical for data center cooling and power. Concurrently, Legrand surged 7% on raised growth targets linked to AI data center demand, signaling strong institutional conviction in the hardware bottleneck narrative.
Physical AI Infrastructure Rotation
Investment flows are rotating from software-centric AI plays toward physical infrastructure, as highlighted by BlackRock's recent analysis. This thesis is supporting stocks like Micron (MU), Vertiv (VRT), and Chart Industries (CEG), which are critical for data center cooling and power. Concurrently, Legrand surged 7% on raised growth targets linked to AI data center demand, signaling strong institutional conviction in the hardware bottleneck narrative.