Forget AI 1.0?? Dan Ives Reveals The Hidden $5T Second-Wave AI Stocks - You Just Need These 5 Stocks
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…e core powerhouses spanning next-generation nuclear and grid infrastructure, thermal cooling leaders, and high-performance AI cloud operators that Ives believes are uniquely positioned to capture this massive flow of institutional capital. Let's begin with the absolute foundation of the entire AI buildout, GE Vernova, ticker GEV. While Wall Street is busy debating chip supply, power has emerged as the single biggest physical constraint for data centers, transforming electric utilities into a massive equipment shortage. GE Vernova sits in the ultimate sweet spot bec…
Let's begin with the absolute foundation of the entire AI buildout, GE Vernova, ticker GEV.
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…ship them, demonstrating pricing power and providing massive multi-year earnings visibility. As hyperscalers pour over $700 billion into infrastructure CapEx, Eaton remains a primary gatekeeper, ensuring those AI clusters actually turn on. Moving from external electrical distribution to heat management within the data center racks, our third secondary powerhouse is Vertiv Holdings Company, ticker VRT. If GPUs represent the ultimate computing engines, Vertiv builds the life support systems keeping those massive AI clusters from literally burning down. With power densities surging inside high-density server racks, standard air cooling has…
Moving from external electrical distribution to heat management within the data center racks, our third secondary powerhouse is Vertiv Holdings Company, ticker VRT.
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… backlog and a staggering 192% surge in first-half free cash flow to $1.58 billion. Driven by multi-year cloud demand, Vertiv provides direct structural exposure to the physical backbone fueling the multi-trillion-dollar AI transformation. Shifting away from hardware equipment manufacturers and into the cloud infrastructure layer, our fourth explosive second-wave winner is Nebius Group NV, ticker NBIS. While hyperscalers are racing to build massive generalized clouds, specialized neo clouds like Nebius are capturing extreme demand by delivering pure, unadulterated AI compute capacity directly to enterprise model builders. The traditional…
Shifting away from hardware equipment manufacturers and into the cloud infrastructure layer, our fourth explosive second-wave winner is Nebius Group NV, ticker NBIS.
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…ion dollar deals while projecting over $9 billion in upfront customer prepayments this year alone. As Nebius builds toward connecting over 1 gigawatt of new compute capacity, it stands as a prime beneficiary of the secondary AI CapEx wave. Finally, completing our breakdown of high-growth compute platforms, our fifth essential infrastructure stock is Coreweave Inc., ticker CRWV. As the premier specialized AI neocloud backed heavily by Nvidia, Coreweave operates on the cutting edge of cluster deployment, leasing out raw GPU power to hyperscalers, frontier AI labs, and major enterprises faster than traditional data …
Finally, completing our breakdown of high-growth compute platforms, our fifth essential infrastructure stock is Coreweave Inc., ticker CRWV.
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…pfront down payments. With quarterly revenue recently jumping 22% to over $11 billion, and adjusted EBITDA climbing 62%, this margin flywheel is just getting started as management targets expanding margins toward 20% over the coming years. Transitioning from primary power generation to power distribution, our second high-conviction bottleneck play is Eaton Corporation, ticker ETN. As capital begins rotating out of overheated primary chip stocks, money is flowing directly into the massive physical infrastructure bottleneck currently capping AI expansion. Nvidia can manufacture all the GPUs the world demands, but thos…
Transitioning from primary power generation to power distribution, our second high-conviction bottleneck play is Eaton Corporation, ticker ETN.
Transcription Complète
If you wonder what exactly the single biggest thing investors are missing right now in this multi-trillion-dollar market shift, let's listen to none other than Dan Ives himself. >> Four to five trillion that's going to be spent next few years is the multiplier for every dollar we spend on CapEx. There's a four, five, six dollar multiplier in that across the rest of tech. I think it's you're starting now to see some of that come to fruit and I think you've seen in the latest earning season, but I think that is something where investors have been kind of missing in terms of just the scale and scope across infrastructure, across software, across energy. I think that's what, you know, they maybe investors have missed in the AI revolution. >> Wall Street is currently staring at a staggering five trillion-dollar AI capital expenditure boom. Yet, according to Ives, the vast majority of retail investors are completely failing to calculate the real math behind it. While the mainstream crowd remains hyper-focused on headline GPU giants, Ives reveals that every single dollar spent on core AI hardware triggers a massive five to six-dollar multiplier effect across the broader tech ecosystem. As compute infrastructure scales exponentially, the primary bottleneck is shifting away from just processing power toward the raw physical and digital architecture required to sustain it. Data center power demands are projected to surge by 160% by 2030, pushing local power grids to their absolute physical limits and driving an unprecedented supercycle for grid modernizers and high-density liquid cooling specialists. Simultaneously, the explosion of generative workloads has created a massive structural deficit in high-speed specialized AI cloud infrastructure, allowing agile, non-traditional compute providers to command massive premium pricing. The real fortune of this decade isn't just in the primary chip designers, but in the critical bottlenecks capturing that five-times spend multiplier. Beyond the obvious household names, there are five core powerhouses spanning next-generation nuclear and grid infrastructure, thermal cooling leaders, and high-performance AI cloud operators that Ives believes are uniquely positioned to capture this massive flow of institutional capital. Let's begin with the absolute foundation of the entire AI buildout, GE Vernova, ticker GEV. While Wall Street is busy debating chip supply, power has emerged as the single biggest physical constraint for data centers, transforming electric utilities into a massive equipment shortage. GE Vernova sits in the ultimate sweet spot because it dominates both sides of the grid equation, supplying the heavy gas turbines for on-site power generation, and manufacturing the critical high-voltage electrification equipment needed to connect massive computing campuses. The numbers behind this dual exposure are staggering. Driven by explosive demand, the company's total backlog has surged past $176 billion with slot reservation agreements pushing contracted power capacity beyond 116 gigawatts. In fact, data center orders in its electrification segment alone topped $5 billion in the first half of the year, more than doubling its entire total from last year. Customers are so desperate to lock in capacity that GE Vernova's gas turbine slots are essentially sold out through 2030, giving them immense pricing power while customers actually fund their production expansion with upfront down payments. With quarterly revenue recently jumping 22% to over $11 billion, and adjusted EBITDA climbing 62%, this margin flywheel is just getting started as management targets expanding margins toward 20% over the coming years. Transitioning from primary power generation to power distribution, our second high-conviction bottleneck play is Eaton Corporation, ticker ETN. As capital begins rotating out of overheated primary chip stocks, money is flowing directly into the massive physical infrastructure bottleneck currently capping AI expansion. Nvidia can manufacture all the GPUs the world demands, but those chips cannot run until the underlying power systems, switchgear transformers and distribution units are physically installed. Eaton operates at the absolute epicenter of this dynamic, manufacturing the critical high-voltage electrical architecture and backup systems needed to distribute power safely through hyperscale computing campuses. The numbers clearly illustrate why Eaton is capturing such a massive share of the secondary AI spend multiplier. Driven by aggressive data center expansion, the company's Electrical Americas segment posted stellar 16% organic revenue growth in 2025. Even more compelling is Eaton's accelerating backlog, which exploded 31% year over year to reach $13.2 billion by the end of 2025, up from $7.9 billion just 2 years prior. With a consistent book-to-bill ratio of 1.2 times, Eaton is receiving orders faster than it can ship them, demonstrating pricing power and providing massive multi-year earnings visibility. As hyperscalers pour over $700 billion into infrastructure CapEx, Eaton remains a primary gatekeeper, ensuring those AI clusters actually turn on. Moving from external electrical distribution to heat management within the data center racks, our third secondary powerhouse is Vertiv Holdings Company, ticker VRT. If GPUs represent the ultimate computing engines, Vertiv builds the life support systems keeping those massive AI clusters from literally burning down. With power densities surging inside high-density server racks, standard air cooling has hit a hard physical ceiling, making liquid cooling and thermal management the next mandatory bottleneck in the AI supply chain. Vertiv holds an unbeatable strategic advantage here through its deep end-to-end partnership with Nvidia, co-designing next-generation 800-V direct current architecture. By connecting power delivery directly to server racks without energy-wasting conversion steps, Vertiv is expanding its revenue potential per megawatt from $3 million up to nearly $3.75 million starting in 2027. The financial momentum confirms its status as an elite pick-and-shovel play. Vertiv delivered stellar second-quarter revenue of $3.27 billion, up 24% year-over-year, while adjusted operating margins expanded sharply to 22.6%, driving adjusted earnings per share up 60% to $1.52 cents. Management has already raised full-year 2026 revenue guidance to $14 billion, backed by an enormous $15 billion order backlog and a staggering 192% surge in first-half free cash flow to $1.58 billion. Driven by multi-year cloud demand, Vertiv provides direct structural exposure to the physical backbone fueling the multi-trillion-dollar AI transformation. Shifting away from hardware equipment manufacturers and into the cloud infrastructure layer, our fourth explosive second-wave winner is Nebius Group NV, ticker NBIS. While hyperscalers are racing to build massive generalized clouds, specialized neo clouds like Nebius are capturing extreme demand by delivering pure, unadulterated AI compute capacity directly to enterprise model builders. The traditional tech giants simply cannot bring specialized compute online fast enough, creating a massive structural supply shortage that allows agile players like Nebius to command incredible pricing power. The operating metrics behind Nebius prove that this is not just revenue hype, but a highly profitable infrastructure flywheel. In its second quarter, Nebius reported a staggering 454% year-over-year revenue surge to over $582 million, while its annualized run rate revenue expanded rapidly from $1.9 billion to $3 billion. Even more impressive is the underlying unit economics. The company's core AI cloud segment generated an adjusted EBITDA margin of nearly 50%. Driven by extreme scarcity, short-term capacity is commanding premium rates of $40 million to $50 million per megawatt, allowing Nebius to secure landmark multi-billion dollar deals while projecting over $9 billion in upfront customer prepayments this year alone. As Nebius builds toward connecting over 1 gigawatt of new compute capacity, it stands as a prime beneficiary of the secondary AI CapEx wave. Finally, completing our breakdown of high-growth compute platforms, our fifth essential infrastructure stock is Coreweave Inc., ticker CRWV. As the premier specialized AI neocloud backed heavily by Nvidia, Coreweave operates on the cutting edge of cluster deployment, leasing out raw GPU power to hyperscalers, frontier AI labs, and major enterprises faster than traditional data center builders can stand up facilities. The numbers reflect both staggering demand and the sheer scale of the AI infrastructure supercycle. In its latest second quarter report, Coreweave delivered revenue of $2.58 [music] billion, a massive 112% year-over-year surge, while active power capacity reached a record 1,500 MW. Even more jaw-dropping is CoreWeave's contracted revenue backlog, which has surged past $104 billion, backed by multi-billion dollar long-term commitments from industry giants like Microsoft and Meta. With full year 2026 capital expenditures targeted between $35 billion and $39 billion to aggressively ramp up next-generation Grace Blackwell and Vera Rubin server architectures, CoreWeave is locked into an enviable position of extreme pricing power as hyperscalers rush to secure compute capacity before upcoming hardware price hikes take effect. As Dan Ives highlighted, the $5 trillion AI revolution isn't just about the household chip makers. It's about the five-time spend multiplier capturing critical infrastructure bottlenecks. By positioning your portfolio in grid modernizers, cooling titans, and specialized neo clouds today, you capture the true second wave fortune before Wall Street fully catches on.
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