The Future with Vertiv's Artificial Intelligence Infrastructure.

Vertiv Partners with NVIDIA

Vertiv Holdings Co has announced gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Plan. This development enables faster and more flexible artificial intelligence (AI) factory deployments on platforms like NVIDIA Vera Rubin and offers solutions such as prefabricated, hybrid, and traditional data center construction.

This collaboration encompasses the comprehensive integration of Vertiv's advanced liquid cooling, energy management, and digital twin capabilities. Thus, the company has solidified its position as a key provider in the expansion of next-generation generative AI infrastructure.

This article will examine how Vertiv's AI infrastructure partnership and innovation could shape the company's growth and competitive outlook.

A Meaningful Opportunity for Investors

Owning Vertiv Holdings Co means believing in the ongoing demand for AI-optimized data centers and the company's ability to deliver integrated energy and cooling solutions at scale. The recent product launch with NVIDIA strengthens Vertiv's role as an AI infrastructure provider, supporting share price momentum in the short term, making this a significant factor. However, direct competition and supply chain disruptions continue to pose key short-term risks that must be monitored. The overall impact of this announcement on these risks appears limited.

The third-quarter 2025 earnings report underscores the strong AI demand stemming from the collaboration with NVIDIA. The company’s robust revenue growth of 29% and the upward revisions of annual sales forecasts are directly aligned with expectations of rapid AI data center expansion. This provides important context for understanding how critical product innovation and execution are in converting demand into financial results.

However, it is also important to note that if supply chain and cost inefficiencies persist, margin expansion may be at risk.

Future Projections and Valuation

Vertiv Holdings Co's projections indicate $13.9 billion in revenue and $2.3 billion in earnings by 2028. This requires a 15.2% annual revenue growth and an approximate increase in earnings from the current $812.3 million to about $1.5 billion. Vertiv's projections imply a fair value of $173.11, suggesting a predicted drop of 10% below its current price.

The Simply Wall St community estimates Vertiv's fair value to be between $123.78 and $177.94, with 12 individual opinions represented. This diversity emerges alongside the acceleration of global AI data center demand, but execution and competitive pressure can shape significantly different outcomes. It is recommended to review their views to see every angle.

You can start your research on Vertiv Holdings Co by checking our analysis, which provides 2 main rewards and 1 important warning. It includes crucial information that could influence your investment decisions.

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Conclusion

Vertiv Holdings Co continues to showcase remarkable performance amid advancements in AI and data centers. Despite supply chain challenges, the company's strong fundamentals present an opportunity that deserves attention in the future.