Vertiv's Q1 FY2025 results beat expectations, with strong revenue growth, record backlog, and raised guidance, reinforcing my bullish thesis despite the recent rally. Vertiv's pure-play data center focus and leadership in the AI buildout position it for sustained growth as global data center demand accelerates. I believe Wall Street's post-earnings estimate cuts are illogical and that tariff co...
Vertiv's pure-play focus on data centers positions it to capitalize on the sector's rapid growth, outpacing diversified competitors in revenue and market share. Competitive advantages include high-density power solutions, hybrid cooling innovation, and a global service network, reinforced by industry-leading R&D investment. Deep integration with hyperscalers and strategic partnerships, notably ...
Chip designers and software giants tend to hog the spotlight in the artificial intelligence (AI) hyper-build. Yet beneath the surface of these household names, a robust ecosystem of less heralded companies is quietly laying the groundwork for AI's explosive growth.
CNBC's Jim Cramer on Tuesday told investors the market no longer seems to be concerned about the potential for Chinese startup DeepSeek to outpace the tech titans currently leading in the artificial intelligence arena. "It's like DeepSeek never happened," he said.
Vertiv is uniquely positioned as the essential power and cooling provider for hyperscale AI data centers, with integrated solutions co-developed with Nvidia. Liquid cooling is shifting from niche to necessity as rack densities soar, and Vertiv's production-ready portfolio and service contracts drive high-margin, recurring revenue. Financials are robust: 24% revenue growth, expanding margins, st...
The explosion in artificial intelligence (AI) demand is creating significant demand for data centers and the equipment that powers them. The leading AI computing platform provider, Nvidia (NVDA -2.20%), is developing the next generation of data center architecture.
With the first half of 2025 nearly over, many investors are taking time to reevaluate their portfolios and take advantage of quality stocks that can be bought at a discount. It certainly requires some confidence to buy shares of a company when they're down, but it's opportunities like these that offer the potential for outsize returns.
New design demonstrates end-to-end energy-efficient cooling and power to support densities up to142kW per rack COLUMBUS, Ohio , June 11, 2025 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, announced its energy-efficient 142kW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform. In addition to fully integrated end-to-end cooling a...
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