VRT Benefits From Robust AI Infrastructure Demand: More Upside Ahead?

Key Takeaways Vertiv sees strong AI-driven demand, with organic orders up 252% and backlog reaching $15B. Vertiv expands with NVIDIA AI factory designs, offering scalable power and cooling systems. VRT expects Q1 2026 revenues of $2.5B-$2.7B and organic sales growth of 18-26%. Vertiv (VRT) is benefiting from the robust demand for AI-driven infrastructure, which is driving significant growth in the data center market. The company’s extensive product portfolio, which spans thermal systems, liquid cooling, UPS ...