Vertiv: AI Infrastructure Boom Drives EPS Surge of 33% in 2026

Vertiv Holdings Co (VRT) has been riding the wave of the AI infrastructure boom, with its 2026 EPS estimates surging by 33%. The global provider of critical digital infrastructure and continuity solutions has been at the forefront of supporting, enabling, leveraging, and regulating AI trends in the data center industry. Vertiv's strategic focus on AI infrastructure has positioned it well to capitalize on the growing demand for AI-driven data centers.

Vertiv's AI Hub, launched in May 2024, has been a significant driver of the company's growth. The AI Hub features expert information, reference designs, and resources to successfully plan AI-ready infrastructure, making it a valuable guide for deployment and infrastructure strategy for AI clusters and complete infrastructure reference designs for major GPU chipsets. This comprehensive resource has been well-received by the industry, with Vertiv's CEO, Giordano (Gio) Albertazzi, noting the rapid and continuous changes in the AI tech stack and the supporting infrastructure, emphasizing the need for such a resource (Source: Vertiv Launches New AI Hub, Featuring Industry’s First AI Reference Design Portfolio for Critical Digital Infrastructure, 05/22/2024).

Vertiv's advanced power and cooling solutions have also been instrumental in driving its growth in the AI infrastructure market. The company offers liquid cooling solutions, such as cold-plate and immersion cooling, to manage the high heat densities of AI systems. Additionally, Vertiv's high-density UPS systems are designed to handle the fluctuating power demands of AI workloads, ensuring continuous operation and minimizing downtime. Hybrid cooling systems, combining liquid and air cooling, optimize energy efficiency and manage heat rejection in AI data centers. These advanced solutions have been crucial in addressing the increasing power and cooling demands of AI-driven data centers (Source: Vertiv Reports Strong Fourth Quarter 2024 Results, 02/12/2025).

Vertiv's strategic partnerships, such as with NVIDIA, have further enhanced its competitive advantage in the AI infrastructure market. The collaboration focuses on developing advanced power and cooling solutions tailored to the infrastructure needs of AI-driven data centers. This partnership enables Vertiv to leverage NVIDIA's expertise in AI hardware and software to create innovative solutions that meet the unique demands of AI workloads (Source: Vertiv Launches New AI Hub, Featuring Industry’s First AI Reference Design Portfolio for Critical Digital Infrastructure, 05/22/2024).

As AI adoption continues to grow, so does the demand for energy-efficient and sustainable solutions. Vertiv is addressing this challenge by prioritizing energy efficiency and sustainability in its product offerings. The company is expanding its production capacity with new facilities in India and South Carolina to meet growing demand and prepare for future needs. Vertiv is also proactively addressing energy availability challenges by prioritizing energy alternatives and deploying microgrids, ensuring its customers' data centers remain operational and efficient (Source: Data Center Trends 2025: Vertiv Predicts Industry Efforts to Support, Enable, Leverage and Regulate AI, 11/20/2024).



Vertiv's strong financial performance in 2024 reflects the company's success in the AI infrastructure market. The company reported fourth quarter diluted EPS of $0.38 and adjusted diluted EPS of $0.99, up 77% from the fourth quarter of 2023. Net sales were $2,346 million, an increase of $481 million, or 26%, compared to last year's fourth quarter. Operating profit of $457 million increased $172 million, or 60%, and adjusted operating profit of $504 million increased $174 million, or 53%, compared to the fourth quarter of 2023. Adjusted operating margin expanded 380 basis points to 21.5% in the fourth quarter of 2024 compared to the fourth quarter of 2023 (Source: Vertiv Reports Strong Fourth Quarter 2024 Results, 02/12/2025).



In conclusion, Vertiv Holdings Co (VRT) has been successfully capitalizing on the AI infrastructure boom, with its 2026 EPS estimates surging by 33%. The company's strategic focus on AI infrastructure, advanced power and cooling solutions, and strategic partnerships have positioned it well to address the growing demands of AI-driven data centers. As AI adoption continues to grow, Vertiv is well-positioned to maintain its competitive edge and continue its strong financial performance. Investors should consider Vertiv as a solid investment opportunity in the evolving AI landscape.