Forget Vertiv Stock and Look at This AI Stock Instead

In a recent Motley Fool analysis, investors are encouraged to reconsider their enthusiasm for Vertiv (NYSE: VRT) and turn their attention to a faster‑growing artificial intelligence (AI) stock instead. Vertiv has been a strong performer — up roughly 39% over the past year and more than 550% over the last five — owing to its liquid cooling solutions that are critical for data centers powering AI workloads. However, growth may be slowing, with recent quarterly guidance indicating a deceleration in revenue expansion. The article highlights Iren (NASDAQ: IREN) as a compelling alternative. Although smaller in market capitalization (~$16B vs. Vertiv’s ~$67B), Iren’s stock has more than quadrupled over the past year, and its revenue growth potential is substantial. A key driver of Iren’s prospects is a multibillion‑dollar agreement with Microsoft, which secures roughly $9.7 billion in contracted revenue over five years and provides a significant prepayment to fuel expansion. With an expanding power pipeline capable of supporting more large contracts, Iren could see its annual recurring revenue grow dramatically, possibly reaching $20 billion in the next five to ten years. While Vertiv remains a solid AI infrastructure play, the article suggests that investors seeking higher returns from the AI boom might find greater upside in smaller, rapidly expanding companies like Iren. #AIstocks #Investing #Vertiv #Iren #SlimScan #GrowthStocks #CANSLIM