Key Takeaways VRT benefits from rapid AI adoption, fueling strong data center sales and order growth. Backlog rose 12% sequentially and 30% YoY to $9.5B, supported by a 1.4 book-to-bill. The $1B PurgeRite acquisition boosts VRT's liquid cooling and thermal management capabilities. Vertiv (VRT) is benefiting from the accelerating growth of data centers globally, driven by the rapid adoption of AI and the increasing demand for digital infrastructure. The global acceleration of AI adoption is driving significa ...

Group 1: AI Infrastructure Investment - The AI infrastructure segment is experiencing significant momentum, with a projected capital expenditure of $380 billion by four major companies in 2025, representing a 54% year-over-year increase in spending on the AI ecosystem [1] - The demand for data center capacity is surging due to the growth of cloud computing, indicating a robust market for AI-related investments [2] Group 2: Recommended Stocks - Five stocks are recommended for long-term investment due to their direct or indirect benefits from the AI boom: Vertiv Holdings Co. (VRT), Mirion Technologies Inc. (MIR), Comfort Systems USA Inc. (FIX), Celestica Inc. (CLS), and Corning Inc. (GLW) [2] - These recommended stocks have shown significant price increases this year and are expected to continue growing following strong third-quarter earnings results [3] Group 3: Vertiv Holdings Co. Performance - Vertiv Holdings has a Zacks Rank of 1, with a third-quarter performance driven by a diverse product portfolio, including thermal systems, liquid cooling, and modular solutions [4] - The company reported a 35% sales growth, attributed to strong market demand and enhanced capabilities to meet complex infrastructure needs [5] - Vertiv is expanding its capacity to support AI-enabled pipelines, benefiting from the digital transformation driven by AI and data center demand [5] Group 4: Strategic Partnerships - Vertiv's partnership with NVIDIA Corp. is a significant catalyst for growth, aiming to provide efficient power solutions for next-generation AI data centers [7] - The company is focused on staying ahead of GPU advancements to support the scaling of AI deployments in high-performance data centers [7]

Company Overview - Vertiv Holdings Co (NYSE:VRT) specializes in providing digital infrastructure technologies and lifecycle services for data centers, networks, and industrial environments, including power management, thermal systems, modular solutions, and monitoring software [2]. Investment Insights - Jim Cramer highlighted Vertiv as a stock to consider for investment, particularly in light of positive data center performance indicators from Oracle, which he views as a validation for Vertiv's business [1]. - Cramer expressed confidence in Vertiv's potential, suggesting that it is an opportune time to invest in the company, especially given its strong product offerings and market position [2]. Market Context - The discussion around Vertiv is set against a backdrop of significant developments in the tech industry, including Amazon's product capabilities and the broader implications of AI advancements, which may influence investment strategies [2].