Nvidia‘s (NVDA 0.51%) current earnings report boosted the market and alleviated considerations about any slowdown in synthetic intelligence (AI) and data-center-related spending. That is nice information for Nvidia and different frontline gamers within the AI/information middle trade. It is also nice information for among the extra esoteric, but no much less investable, shares with publicity to the theme, equivalent to GE HealthCare Applied sciences (GEHC -0.01%), industrial software program firm PTC (PTC 0.02%), and information middle gear firm Vertiv (VRT 0.45%).
GE HealthCare Applied sciences and Nvidia
Nvidia CEO Jensen Huang famous his firm’s collaboration with GE HealthCare on AI-powered robotics throughout Nvidia’s current fiscal first-quarter 2026 earnings name. The healthcare firm is using Nvidia’s AI-powered robotics platform, Isaac, to reinforce the worth of its imaging methods, and Huang referenced it for example of the “period of robotics.”
He has a degree, and the value-add from embedding AI-powered functions into GE HealthCare’s main imaging methods (together with ultrasound, MRI scanners, and X-ray gear) is that they’ll information sufferers higher and optimally collect and analyze information from photos in an automatic method. Furthermore, AI instruments assist assist decision-making and affected person monitoring.
These are all main pluses for an organization that manufactures imaging gear, in addition to the pharmaceutical diagnostics used together with it to diagnose and information the applying of focused therapies. Moreover, GE HealthCare supplies options that allow the monitoring of sufferers.
As such, AI provides worth throughout all of GE HealthCare’s companies, and that is prone to translate into higher affected person outcomes and increase long-term gross sales progress for the corporate.
Picture supply: Getty Photos.
PTC, AI, and industrial software program
Huang additionally highlighted an AI space that always receives inadequate recognition, specifically industrial AI. The underlying pattern behind funding in AI and digital expertise is already robust, and it’s only going to accentuate if President Donald Trump achieves his purpose of onshoring manufacturing again to the U.S. and away from low-labor-cost international locations.
Automation, robotics, and AI-powered industrial software program are the reply to the query of how one can reshore manufacturing cost-effectively. Huang famous:
Each manufacturing facility could have an AI manufacturing facility related to it. And so as to create these bodily AI methods, you actually have to coach an unlimited quantity of knowledge. So again to extra information, extra coaching, extra AIs to be created, extra computer systems.
That is the place Nvidia’s accomplice PTC is available in. Nvidia’s graphics processing models (GPUs) assist designers to make the most of PTC’s computer-aided design (CAD) software program, and create real-time digital fashions that work together with the bodily world to enhance the efficiency of equipment within the latter, not least by way of the usage of superior real-time AI-powered analytics in its product lifecycle administration (PLM) software program.
PTC has grown recurring income at a double-digit fee in recent times, and it is set to drive mid-teens progress in free money stream (FCF). If Huang’s perception within the energy of commercial AI is justified, then that fee of progress might persist for a very long time into the long run.
Picture supply: Getty Photos.
Vertiv stays a key Nvidia accomplice
Let’s transfer on from two corporations which might be including worth by utilizing AI, to 1 that is including worth by contributing to the expansion of AI, particularly the ability wanted to assist progress in AI at information facilities. Vertiv continues to generate robust orders and backlog progress in 2025, however the important thing query with progress shares is all the time what occurs past the close to to medium time period, and can t justify the inventory’s valuation?
One reply comes from a current Nvidia weblog submit 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 (slightly than utilizing lower-voltage energy) improves conversion effectivity, reduces copper necessities, and improves reliability, in accordance with Nvidia.
That is the place Vertiv is available in, as a result of it just lately confirmed that its 800 volt direct present (VDC) energy structure for information facilities is scheduled for launch within the second half of 2026, forward of Nvidia’s subsequent era of platforms supposed for 800V HVDC, or 800 VDC.
Vertiv’s options embrace 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 assist the information middle. Vertiv faces competitors, not least from highly effective corporations like Eaton and Schneider. Nonetheless, the expansion alternative stays vital for all market gamers, and Vertiv is a specialist in energy options for communications and information facilities.
Lee Samaha has no place in any of the shares talked about. 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.
