Nvidia‘s (NVDA 0.51%) current earnings report boosted the market and alleviated issues 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/knowledge heart business. It is also nice information for a number of the extra esoteric, but no much less investable, shares with publicity to the theme, corresponding to GE HealthCare Applied sciences (GEHC -0.04%), industrial software program firm PTC (PTC 0.03%), and knowledge heart gear firm Vertiv (VRT 0.46%).
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 boost 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 will information sufferers higher and optimally collect and analyze knowledge from photos in an automatic method. Furthermore, AI instruments assist help decision-making and affected person monitoring.
These are all main pluses for a corporation that manufactures imaging gear, in addition to the pharmaceutical diagnostics used together with it to diagnose and information the appliance of focused remedies. Moreover, GE HealthCare gives 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 enhance long-term gross sales development for the corporate.
Picture supply: Getty Photographs.
PTC, AI, and industrial software program
Huang additionally highlighted an AI space that usually receives inadequate recognition, specifically industrial AI. The underlying development behind funding in AI and digital know-how is already robust, and it is just going to accentuate if President Donald Trump achieves his objective 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 the best way to reshore manufacturing cost-effectively. Huang famous:
Each manufacturing unit can have an AI manufacturing unit related to it. And with a purpose to create these bodily AI methods, you actually have to coach an unlimited quantity of knowledge. So again to extra knowledge, extra coaching, extra AIs to be created, extra computer systems.
That is the place Nvidia’s companion PTC is available in. Nvidia’s graphics processing items (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 using superior real-time AI-powered analytics in its product lifecycle administration (PLM) software program.
PTC has grown recurring income at a double-digit fee lately, and it is set to drive mid-teens development in free money move (FCF). If Huang’s perception within the energy of business AI is justified, then that fee of development might persist for a very long time into the long run.
Picture supply: Getty Photographs.
Vertiv stays a key Nvidia companion
Let’s transfer on from two firms which might be including worth through the use of AI, to at least one that is including worth by contributing to the expansion of AI, particularly the facility wanted to help development in AI at knowledge facilities. Vertiv continues to generate robust orders and backlog development in 2025, however the important thing query with development 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 publish outlining the corporate’s management in transitioning to 800 volt excessive voltage direct present (800V HVDC) knowledge facilities “beginning in 2027.” The conversion of high-voltage energy from the grid to 800V HVDC within the knowledge heart (relatively than utilizing lower-voltage energy) improves conversion effectivity, reduces copper necessities, and improves reliability, in keeping with Nvidia.
That is the place Vertiv is available in, as a result of it lately confirmed that its 800 volt direct present (VDC) energy structure for knowledge facilities is scheduled for launch within the second half of 2026, forward of Nvidia’s subsequent technology of platforms meant for 800V HVDC, or 800 VDC.
Vertiv’s options embody rectifiers to transform grid energy to 800 VDC, busways to distribute the facility, converters to decrease the voltage to a manageable stage, and backup methods to help the information heart. Vertiv faces competitors, not least from highly effective firms like Eaton and Schneider. Nonetheless, the expansion alternative stays important for all market gamers, and Vertiv is a specialist in energy options for communications and knowledge 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.
