Vertiv Holdings Co (VRT)

Vertiv Holdings Co is a global leader in critical digital infrastructure, currently led by CEO Giordano Albertazzi. The company’s mission is to ensure "continuity for the world’s most vital applications" by providing power, cooling, and management solutions for data centers and communication networks. In 2025, Vertiv has emerged as one of the biggest winners of the AI revolution, as the high-density compute required for AI chips like NVIDIA’s Blackwell generates unprecedented demand for advanced liquid cooling systems. Vertiv Holdings Co stock has seen a parabolic rise, transforming from a legacy industrial name into a high-octane AI infrastructure play.

The company’s business operations are focused on the "Liquid-to-the-Chip" cooling market and high-capacity power management. In late 2025, Vertiv reported a staggering 60% year-over-year increase in organic orders, driven by the massive capital expenditure of "Hyperscalers" and colocation providers. The company’s 2025 strategy included a 40x expansion of its liquid cooling capacity and an aggressive restructuring in EMEA to capture localized data center growth. Future plans involve achieving a 25% EBIT margin by 2029 through operational leverage and procurement productivity. Vertiv’s competitive edge lies in its "Total Solution" approach, where it designs, builds, and services the entire power and thermal envelope of the data center, making it an indispensable partner for the world’s largest tech companies.

Vertiv is listed on the New York Stock Exchange under the ticker VRT stock. It has become a core component of the "AI Physical Layer" investment theme, alongside semiconductor and power utility stocks. Market participants and industrial analysts track the VRT stock price as a proxy for the physical build-out rate of the global AI cloud. By December 2025, Vertiv has solidified its reputation as the "cooling king" of the AI era, with its order backlog reaching historic levels as the world races to build out next-generation compute capacity.