Does Vertiv’s (VRT) New NVIDIA Partnership Redefine Its Role in the AI Data Center Race?

• In October 2025, Vertiv announced new gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Blueprint, aiming to enable faster and more flexible deployment of large-scale AI infrastructure, including on NVIDIA’s Vera Rubin platform.
• This collaboration positions Vertiv at the core of next-generation AI data center buildouts by integrating advanced liquid cooling, power, and full-stack digital twin simulation capabilities tailored for rapidly evolving AI workloads.
• We'll explore how Vertiv's partnership with NVIDIA enhances its role in supporting the accelerating global demand for complex AI deployments.

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Vertiv Holdings Co Investment Narrative Recap

Owning Vertiv shares means believing in sustained demand for advanced AI-ready data centers, where Vertiv’s ability to innovate in liquid cooling and power systems is critical. The October announcement of gigawatt-scale reference architectures for NVIDIA’s Omniverse DSX Blueprint supports the short-term catalyst of AI-driven backlog growth, while also helping to address the ongoing risk of technological obsolescence; by contrast, immediate impacts to risks such as supply chain pressures appear limited for now.

Of recent company updates, Vertiv’s raised full-year 2025 guidance is most relevant, as it ties directly to surging data center orders, the very trend reinforced by the latest NVIDIA partnership. This guidance boost further underscores management's confidence in capitalizing on global AI infrastructure momentum, but as always with rapid growth, questions remain about margin sustainability as volatility in tariffs and operational costs persist.

Yet, investors should also consider the possibility that even best-in-class innovation may not fully insulate against one critical risk...

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

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

Uncover how Vertiv Holdings Co's forecasts yield a $173.11 fair value, a 10% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided 12 independent fair value estimates for Vertiv, spanning from US$123.78 to US$178.52 per share. While expectations run high on accelerating demand for AI data center infrastructure, you’ll find a broad spectrum of views, so be sure to compare several perspectives before making your own assessment.

Explore 12 other fair value estimates on Vertiv Holdings Co - why the stock might be worth 36% less 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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