Vertiv(US:VRT) Yahoo Financeยท2025-09-15 09:56Group 1 - The AI/data center sector is experiencing significant growth, benefiting technology stocks like Nvidia and presenting investment opportunities in "old economy" stocks such as Vertiv [1][5] - Vertiv specializes in developing, manufacturing, and selling power systems for data centers and communication networks, having transitioned from Emerson Electric to a public company in 2020 after private equity ownership [2] - Vertiv's organic orders increased by 15% year-over-year in Q2 2025 and 11% sequentially from Q1 2025, indicating strong demand in the AI/data center market [3] Group 2 - Vertiv's book-to-bill ratio of 1.2 suggests robust future growth, with projected sales growth of 25% in 2025 and 16.6% in 2026 [5][7] - The ongoing capital spending by data center hyperscalers, highlighted by a $300 billion investment deal between OpenAI and Oracle, signals continued growth potential for data center infrastructure stocks like Vertiv [5]