AI Infrastructure Stock Showdown: Vertiv VRT vs. Amphenol APH

Vertiv (VRT) and Amphenol (APH) are major players in the AI infrastructure market, expected to grow at a 17.71% CAGR to $197.64 billion by 2030. Vertiv delivers critical power and cooling solutions for data centers, while Amphenol provides high-performance connectors and interconnect systems for AI hardware. Both companies have strong portfolios and growing orders, with Vertiv's organic orders up 11% and Amphenol's orders up 36% YoY. Vertiv's energy-efficient solutions and expanding portfolio, including the launch of Vertiv OneCore, make it a leading provider of thermal and power management solutions. Amphenol's diversified business model and acquisitions, including the launch of its UQD and UQDB liquid cooling connector series, are driving its prospects.