These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News

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2. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders: 91

Share Price Decline: (26.84%)

Vertiv Holdings Co (NYSE:VRT) offers digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities. A standout performer in 2024, the stock’s share price plummeted more than 25% following the news of DeepSeek. DeepSeek’s AI model, boasting less compute and power needs, has led investors to question the long-term viability of massive AI infrastructure investments. Not everyone, however, is worried. JP Morgan analyst said on January 28 that the pullback yesterday in shares of Vertiv Holdings (NYSE:VRT) looks largely overdone. The firm claimed that their models have always assumed growth in high-end artificial intelligence server shipments to slow beyond 2026, and that by 2029, spending on AI is expected to shift from 70% training and 30% inference to the opposite. The firm still believes that Vertiv will benefit from a longer term infrastructure cycle.

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