Vertiv Holdings (VRTX) Rallies 0.90% as AI Infrastructure Demand Surges on Hitachi-OpenAI Pact

Shares of Vertiv Holdings (VRTX) surged 0.90% on Wednesday, marking a second consecutive day of gains and propelling the stock to a 6.30% rise over the past two days. The stock hit its highest level since October 2025, with an intraday gain of 2.10%, driven by renewed investor confidence in the AI infrastructure sector.

The recent momentum follows a strategic partnership involving Hitachi and OpenAI, which reinforced expectations for sustained demand in data center infrastructure. While Hitachi is a competitor, its collaboration with OpenAI highlights the critical need for scalable cooling and power solutions to support AI workloads. Vertiv’s modular, energy-efficient systems are well-positioned to benefit from hyperscaler investments in AI-ready facilities, bolstering its relevance in the expanding market.

Investor optimism is further fueled by Vertiv’s proactive revenue outlook and its alignment with long-term AI infrastructure trends. The company has consistently raised full-year revenue guidance, reflecting confidence in its ability to secure contracts despite competitive pressures. Analysts note that infrastructure spending is transitioning from speculative bets to a multiyear expansion, with Vertiv’s expertise in thermal management and modular designs offering a key advantage as hyperscalers prioritize scalability and sustainability.

Despite near-term cost pressures from tariffs, Vertiv’s management has emphasized operational efficiencies and pricing strategies to mitigate headwinds. Wall Street projects a 34% earnings increase in 2025 and 25% in 2026, underpinned by the assumption that infrastructure demand will outpace inflation. This resilience, coupled with the company’s early adoption of AI-specific solutions like liquid cooling, positions Vertiv to capture a significant share of the AI infrastructure boom, solidifying its role as a critical enabler of the sector’s growth trajectory.