China Data Center Equipment NVIDIA released white paper for 800VDC architecture Transition to 800VDC architecture On 13 October, NVIDIA published a technical white paper 800VDC Architecture for Next-Generation AI Infrastructure at the 2025 Open Compute Project (OCP) Global Summit. Following the first introduction of 800VDC architecture in May, we think the white paper with more technical details unveiled has further confirmed the future transition trend to 800VDC power distribution model and Solid State Tra ...

Accessibility StatementSkip Navigation COLUMBUS, Ohio, Oct. 17, 2025 /PRNewswire/ --Â Vertiv Holdings Co (NYSE: VRT), a global leader in critical digital infrastructure, today announced its participation in an upcoming investor conference in November. A live webcast of the event and any related presentation materials will be available in the Investor Relations section of Vertiv's website at investors.vertiv.com. A recording of the event will also be available for 30 days following the webcast at investors.v ...

Growth & Financial Performance - Verdive's capital expenditure is expected to grow approximately 50% between 2025 and 2029 [1] - The company is likely to achieve 15% to 20% organic growth [1][5] - Verdive has a backlog of $85 billion and a book-to-bill ratio of 12 times [1] - Record orders of $32 billion, a 25% year-over-year increase, were recorded last quarter [2] - The company targets a 25% operating margin by 2028 [2] - Earnings power could reach $7 to $10 [3] Valuation & Competitive Landscape - Verdive's valuation is higher compared to peers like Johnson Controls and Eaton [4] - Verdive has faster growth and greater margin expansion potential compared to competitors [5][6] Management & Risks - The company has best-in-class management, including Executive Chairman David Cody (former Honeywell CEO) [6][7] - David Cody's involvement in other ventures and potential executive poaching are concerns [8][9] - The company has a new CFO focused on margins and productivity [10] - The stock's performance is heavily linked to the AI data center trend, posing a risk if the AI trade cools down [10][11] Market Dynamics - The AI data center story will directly impact the stock's trading [10] - There are 11400 data centers worldwide, with the US accounting for 5400 (45%) [11] - The industry needs to reach 30000 data centers to meet demand [11]

Core Viewpoint - Verdive is positioned as a strong player in the data center buildout sector, with significant expected capital expenditure growth and organic growth potential [1][5]. Company Performance - Capital expenditure (Capex) is projected to grow by approximately 50% from 2025 to 2029 [1]. - The company has a backlog of $8.5 billion and a book-to-bill ratio of 1.2 times [1]. - Record orders reached $3.2 billion, reflecting a 25% year-over-year increase [2]. Growth and Margins - Verdive is expected to achieve organic growth of 15% to 20% [1][5]. - Operating margins are currently at a low point but are anticipated to improve, with a target of reaching 25% by 2028 [2]. Earnings Potential - The company is projected to have earnings power in the range of $7 to $10 [3]. Competitive Positioning - Compared to peers like Johnson Controls and Eaton, Verdive trades at a premium but is believed to offer faster growth and better operating leverage [4][5]. - The management team, led by David Cody, is considered best-in-class, contributing positively to the company's outlook [6][9]. Industry Context - The global demand for data centers is significant, with a current count of 11,400, and a need to increase to around 30,000 to meet future demand [11]. - The company is closely tied to the AI data center narrative, which is expected to remain strong [10][11].

Your next guest has some ideas on how to best capitalize on these massive investments. Joining us now is Tim Banowitz. He is chief investment strategist, innovator capital management.I'm assuming you're not going to say bet it all and hope for the best on blackjack. >> That's right, Brian. >> I mean, that's a winning strategy for some lately. >> For some.>> Okay. So, let me ask you this. Um, first off, 500 whatever trillion, billion, it doesn't matter what the number is.Is it going to happen. Are you confid ...

We recently published 10 Most Popular Analyst Calls to Watch This Week. Johnson Controls International plc (NYSE:JCI) is one of the trending stocks. Tim Seymour, the founder and Chief Investment Officer of Seymour Asset Management, said in a recent program on CNBC that he likes fire, HVAC, and security equipment company JCI. Here is what the analyst said: “Johnson Controls International PLC (NYSE:JCI). Key part of that data center trade, electrical components.” ClearBridge Growth Strategy stated the f ...

Core Insights - Vertiv Holdings Co. experienced a stock surge of over 6%, closing at a new 52-week high of $179.43, driven by the appointment of a new Chief Financial Officer (CFO) [1][2] - The new CFO, Craig Chamberlin, is expected to shift the company's focus from managing rapid growth to optimizing it for profitability, indicating a strategic evolution within the company [2][8] Financial Performance - Vertiv reported a 35.1% year-over-year revenue increase in its second quarter of 2025, benefiting from the AI infrastructure buildout [3] - The adjusted operating margin declined to 18.5% from 19.6% in the prior year, highlighting challenges in profit margins due to supply chain transitions and operational inefficiencies [4] Leadership Changes - Craig Chamberlin, the new CFO, brings extensive operational expertise from Wabtec and General Electric, focusing on margin improvement and operational finance [5][6] - The leadership transition also includes Paul Ryan as the new president for the EMEA region, emphasizing a commitment to enhancing supply chain performance [11] Strategic Direction - The appointment of the new CFO is part of a broader strategy to dominate the AI infrastructure market, transitioning from growth capture to optimizing profitability [8][10] - Vertiv's collaboration with NVIDIA to deliver next-generation power architecture indicates a focus on long-term technology advantages [11] Market Outlook - The stock is currently trading above the average analyst price target of $149.84, reflecting investor confidence in the company's strategic moves [9] - Analysts have a Moderate Buy rating on Vertiv, with a 12-month stock price forecast of $157.90, indicating potential downside [8][9]

Core Insights - Vertiv Holdings Co. is a key player in digital infrastructure, providing essential products and services for data centers and communication networks, competing with industry giants like Schneider Electric and Eaton Corporation [1] Group 1: Company Overview - Vertiv is known for its innovative solutions that support the growing demand for data management and connectivity [1] - The company has a market capitalization of approximately $66.91 billion [4][5] Group 2: Stock Performance - The current stock price for Vertiv is $175.23, reflecting a decrease of 2.11% or $3.77 [4][5] - Over the past year, the stock has fluctuated between a low of $53.60 and a high of $184.44 [4][5] - The stock has a trading volume of 1,965,990 shares on the NYSE [4] Group 3: Analyst Ratings - Oppenheimer upgraded Vertiv to "Outperform" with a target price of $205, driven by strong demand for AI infrastructure [2][5] - The stock was previously priced at approximately $173.70 before the upgrade [2] Group 4: Strategic Initiatives - Vertiv's strategic acquisitions, such as Great Lakes and Waylay NV, are aimed at creating integrated hardware-software solutions to meet the increasing demand for AI infrastructure [3] - Partnerships with Dell and involvement in Nvidia's GB300 NVL72 project position Vertiv to capitalize on investments in AI infrastructure by hyperscalers and cloud service providers [3][5]

Good morning. Liquid Death has tapped Ricky Khetarpaul, a PepsiCo alum, as finance chief of the popular L.A.-based water startup that’s expanded into other beverages.“It’s a truly healthy beverage platform with a proven track record as an innovator across categories,” Khetarpaul told me. “I’ve been a big fan of Liquid Death.”Founded in 2017 by CEO Mike Cessario, Liquid Death is valued at approximately $1.4 billion and is known for its edgy, skeleton-stamped tallboy cans filled with water, sparkling water, o ...

Vertiv matures system-level infrastructure designs to support future NVIDIA AI infrastructure , /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories, detailing its design maturity for 800 VDC power architectures. Building on its strategic alignment announced in May 2025, Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' s ...