Nvidia Drives New Generation of Data Centers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2026
0mins
Source: NASDAQ.COM
- Data Center Investment Trend: Nvidia is leading the charge towards 800-volt direct current (VDC) data centers expected to launch in 2027, which will significantly alter data center designs by utilizing a 576 GPU architecture instead of the current 72, thereby enhancing computational capacity to meet the surging demand from AI applications.
- Vertiv's Key Role: Vertiv is collaborating closely with Nvidia to develop the power architecture necessary for converting grid AC to 800 VDC, with its solutions anticipated to be commercialized by early 2027, further solidifying its critical position in data center infrastructure.
- GE Vernova's Power Infrastructure: As the world's leading gas turbine manufacturer, GE Vernova provides the heavy-duty electrical infrastructure needed for 800 VDC data centers, and its massive backlog of gas turbines will support the electricity needs of AI data centers, enhancing its competitive edge in the market.
- nVent's Market Transformation: nVent has aggressively pivoted towards the data center market through acquisitions and divestitures, particularly in liquid cooling and power distribution systems, positioning itself advantageously to meet the increasing cooling demands of high-density 800 VDC data centers.
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Analyst Views on GEV
Wall Street analysts forecast GEV stock price to fall
24 Analyst Rating
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 1113.110
Low
714.00
Averages
858.23
High
1087
Current: 1113.110
Low
714.00
Averages
858.23
High
1087
About GEV
GE Vernova Inc. is engaged in the electric power industry, with products and services that generate, transfer, orchestrate, convert, and store electricity. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. The electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Innovative Product: NOMAD has introduced a mobile, truck-transportable battery energy storage system that provides instantaneous power to grids or facilities, bypassing the months of construction typically required for traditional fixed installations, significantly enhancing market responsiveness.
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See More
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- Surging Market Demand: With rapidly increasing power demands from data centers, NOMAD's mobile battery energy storage systems can be deployed quickly to provide instantaneous power, addressing the urgent need for flexible and efficient energy solutions in a multi-billion dollar market.
- Innovative Product Advantage: NOMAD's products are truck-transportable and can connect to the grid in minutes, bypassing the months of construction typically required for traditional fixed installations, which gives it a competitive edge, particularly in the AI and cloud computing sectors.
- Strategic Market Positioning: The company focuses on meeting the infrastructure needs of AI, cloud computing, and hyperscale data centers, positioning itself to benefit from the global expansion of AI and seize opportunities in this rapidly growing market, driving future business growth.
See More
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- Wall Street Analysts Optimistic: Despite a high forward P/E of 112x, Wall Street analysts have raised their price targets for Bloom Energy, with UBS and Evercore ISI lifting their targets to $350, and Clear Street to $290, reflecting recognition of the company's ability to provide reliable power for the volatile demands of AI infrastructure.
See More
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- Significant Funding Increase: Bloom Energy's partnership with Brookfield has expanded its commitment from $5 billion to $25 billion, effective October 2025, with this fivefold increase in funding set to support the company's global fuel cell growth, reflecting strong demand for its power supply.
- Strong Stock Performance: Bloom Energy's shares have surged over 1,000% in the past year, with a forward P/E ratio of 112.1, significantly higher than peers GE Vernova and Enphase Energy at 60x and 21.4x, indicating investor confidence in its AI-driven growth prospects.
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See More
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- GE Vernova Order Backlog: The company currently boasts a $76 billion backlog, a substantial increase from $38 billion in sales for 2025, highlighting its rapidly strengthening market position in the AI data center sector.
- nVent Electric Sales Outlook Raised: Management has increased its 2026 organic sales growth forecast from 10%-13% to 21%-23%, reflecting robust performance in the next-generation data center market, particularly in liquid cooling solutions developed in collaboration with Nvidia.
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See More
