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VRT vs. SMCI: Which Data Center Infrastructure Stock Is a Better Buy?
ZACKSยท 2025-12-12 17:16
Key Takeaways Vertiv posts strong sales and order growth as global AI-driven data center demand accelerates. SMCI expands with liquid cooling and plug-and-play DCBBS to support large-scale AI deployments. VRT outperforms in stock gains and earnings momentum, while SMCI faces revenue and margin declines. Vertiv (VRT) and Super Micro Computer (SMCI) are major players in the data center market, particularly in the rapidly growing area of AI data center infrastructure and liquid cooling solutions. While Vertiv ...