Vertiv(VRT) - 2023 Q2 - Earnings Call Transcript

Giordano Albertazzi Andy Kaplowitz Hey good morning, everyone. Dave Cote Good morning. Andy Kaplowitz Gio, you said itÂ's difficult to discern AI versus not AI in your markets. But as you said, your pipeline of opportunities seems to have increased in the last 90 days, and you turned EMEA cloud hyperscale to green. So is there a way to quantify how much bigger your pipeline is that is feeding into the expectation of flat bookings in Q3 and not modestly in Q4? And then just stepping back, would you say AI co ...