Can Vertiv Holdings (VRT) and NVIDIA’s AI Collaboration Redefine the Competitive Edge in Data Centers?

• In late October 2025, Vertiv announced new gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Blueprint, advancing large-scale AI infrastructure with integrated liquid cooling and prefabricated deployment options.
• This launch highlights Vertiv’s role in fast-tracking generative AI data centers, offering flexible, pre-validated solutions to address accelerating technological demands.
• We’ll now explore how Vertiv’s AI-driven collaboration with NVIDIA could influence its growth trajectory and shape its investment narrative.

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Vertiv Holdings Co Investment Narrative Recap

To own Vertiv Holdings Co., investors must believe that the surge in demand for AI-powered, high-density data centers will create lasting opportunities for Vertiv’s advanced power and cooling solutions. The recent launch of gigawatt-scale reference architectures for NVIDIA Omniverse DSX further positions Vertiv at the center of this trend, bolstering the short-term catalyst of ongoing AI data center buildouts. However, the biggest risk, namely, the threat of major cloud providers bringing cooling and power solutions in-house, remains significant and is not resolved by this announcement.

Among recent developments, Vertiv’s August 2025 launch of the prefabricated OneCore solution stands out as especially relevant. The core technology behind the OneCore platform forms the backbone of Vertiv’s new architectures announced with NVIDIA and is critical to supporting fast, flexible deployments for large-scale AI infrastructure, a central catalyst for future growth.

By contrast, investors should be aware that persistent execution challenges in key regions and the risk of client vertical integration remain unresolved...

Read the full narrative on Vertiv Holdings Co (it's free!)

Vertiv Holdings Co’s narrative projects $13.9 billion in revenue and $2.3 billion in earnings by 2028. This requires 15.2% yearly revenue growth and a $1.5 billion earnings increase from the current $812.3 million.

Uncover how Vertiv Holdings Co's forecasts yield a $192.66 fair value, a 7% upside to its current price.

Exploring Other Perspectives

Sixteen fair value estimates from the Simply Wall St Community span a wide range, from US$123.78 to US$192.66. While community views vary significantly, ongoing AI-fueled demand and the rise of innovative prefabricated deployments could have broader implications for Vertiv's earnings trajectory, consider how these factors affect both upside and potential obstacles when reviewing other perspectives.

Explore 16 other fair value estimates on Vertiv Holdings Co - why the stock might be worth as much as 7% more than the current price!

Build Your Own Vertiv Holdings Co Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Vertiv Holdings Co research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Vertiv Holdings Co research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Vertiv Holdings Co's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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