Vertiv — Thought — LONGRIVER

GURUS | INVESTING | MACROECONOMICS | PODCASTS

Posts tagged Vertiv

Podcast: Brian Mushonga and Will Thrower

Hyperscaler capex is hitting its physical limits.

Companies, Investing, PodcastsGraham Rhodes20 March 2026AI, Hypergrowth, Clean Energy, Vertiv, Nvidia, Semiconductors

Podcast: Brian Mushonga & James Hull

Supplying the boom in AI capex.

Companies, PodcastsGraham Rhodes20 May 2024Big Tech, Amazon, Meta, Microsoft, Alphabet, Vertiv, Clean Energy