Nvidia’s (NVDA 0.51%) fresh profits document boosted the marketplace and alleviated issues about any slowdown in synthetic intelligence (AI) and data-center-related spending. That is nice information for Nvidia and different frontline avid gamers within the AI/information middle trade. It is also nice information for one of the crucial extra esoteric, but no much less investable, shares with publicity to the theme, similar to GE HealthCare Applied sciences (GEHC -0.01%), business tool corporate PTC (PTC 0.02%), and information middle apparatus corporate Vertiv (VRT 0.46%).
GE HealthCare Applied sciences and Nvidia
Nvidia CEO Jensen Huang famous his corporate’s collaboration with GE HealthCare on AI-powered robotics right through Nvidia’s fresh fiscal first-quarter 2026 profits name. The healthcare corporate is using Nvidia’s AI-powered robotics platform, Isaac, to support the price of its imaging methods, and Huang referenced it for example of the “technology of robotics.”
He has some extent, and the value-add from embedding AI-powered packages into GE HealthCare’s main imaging methods (together with ultrasound, MRI scanners, and X-ray apparatus) is that they are able to information sufferers higher and optimally acquire and analyze information from pictures in an automatic approach. Additionally, AI gear assist beef up decision-making and affected person tracking.
Those are all main pluses for a corporation that manufactures imaging apparatus, in addition to the pharmaceutical diagnostics used together with it to diagnose and information the appliance of centered remedies. Moreover, GE HealthCare supplies answers that permit the tracking of sufferers.
As such, AI provides cost throughout all of GE HealthCare’s companies, and that is the reason prone to translate into higher affected person results and spice up long-term gross sales expansion for the corporate.
Symbol supply: Getty Pictures.
PTC, AI, and business tool
Huang additionally highlighted an AI space that incessantly receives inadequate reputation, particularly business AI. The underlying development in the back of funding in AI and virtual era is already sturdy, and it is just going to accentuate if President Donald Trump achieves his purpose of onshoring production again to the U.S. and clear of low-labor-cost international locations.
Automation, robotics, and AI-powered business tool are the solution to the query of easy methods to reshore manufacturing cost-effectively. Huang famous:
Each manufacturing facility can have an AI manufacturing facility related to it. And in an effort to create those bodily AI methods, you in point of fact have to coach an infinite quantity of information. So again to extra information, extra coaching, extra AIs to be created, extra computer systems.
That is the place Nvidia’s spouse PTC is available in. Nvidia’s graphics processing devices (GPUs) assist designers to make use of PTC’s computer-aided design (CAD) tool, and create real-time virtual fashions that have interaction with the bodily global to reinforce the efficiency of equipment within the latter, no longer least via the usage of complicated real-time AI-powered analytics in its product lifecycle control (PLM) tool.
PTC has grown habitual income at a double-digit fee in recent times, and it is set to pressure mid-teens expansion in loose money glide (FCF). If Huang’s trust within the energy of business AI is justified, then that fee of expansion may persist for a very long time into the longer term.
Symbol supply: Getty Pictures.
Vertiv stays a key Nvidia spouse
Let’s transfer on from two firms which are including cost through the usage of AI, to at least one that is including cost through contributing to the expansion of AI, particularly the ability had to beef up expansion in AI at information facilities. Vertiv continues to generate sturdy orders and backlog expansion in 2025, however the important thing query with expansion shares is at all times what occurs past the just about medium time period, and can t justify the inventory’s valuation?
One resolution comes from a up to date Nvidia blog post outlining the corporate’s management in transitioning to 800 volt excessive voltage direct present (800V HVDC) information facilities “beginning in 2027.” The conversion of high-voltage energy from the grid to 800V HVDC within the information middle (relatively than the usage of lower-voltage energy) improves conversion potency, reduces copper necessities, and improves reliability, in step with Nvidia.
That is the place Vertiv is available in, as it lately showed that its 800 volt direct present (VDC) energy structure for information facilities is scheduled for release in the second one part of 2026, forward of Nvidia’s subsequent era of platforms supposed for 800V HVDC, or 800 VDC.
Vertiv’s answers come with rectifiers to transform grid energy to 800 VDC, busways to distribute the ability, converters to decrease the voltage to a manageable stage, and backup methods to beef up the knowledge middle. Vertiv faces festival, no longer least from robust firms like Eaton and Schneider. Nonetheless, the expansion alternative stays vital for all marketplace avid gamers, and Vertiv is a consultant in energy answers for communications and information facilities.
Lee Samaha has no place in any of the shares discussed. The Motley Idiot has positions in and recommends GE HealthCare Applied sciences and Nvidia. The Motley Idiot recommends PTC. The Motley Idiot has a disclosure coverage.
