How Investors May Respond To Vertiv (VRT) Unveiling AI Data Center Power Solutions With NVIDIA

• In October 2025, Vertiv Holdings Co announced a key milestone in its collaboration with NVIDIA, unveiling engineering-ready 800 VDC power architectures designed to support the next generation of large-scale AI data centers, with a targeted rollout aligned to NVIDIA platform launches in 2027.
• This move positions Vertiv at the forefront of powering AI factory infrastructure, reflecting a significant advancement in data center technology integration and service capabilities for high-demand, synchronous AI workloads.
• We'll examine how Vertiv's deepened partnership with NVIDIA and advanced energy solutions may reshape its investment outlook and growth narrative.

Find companies with promising cash flow potential yet trading below their fair value.

Vertiv Holdings Co Investment Narrative Recap

To own Vertiv Holdings Co, you need to believe in the long-term secular growth of AI-driven data center infrastructure and Vertiv’s ability to ride this wave through continuous engineering innovation and strategic alliances. The recently announced partnership with NVIDIA to deliver 800 VDC power architectures highlights Vertiv’s commitment to supporting next-generation computing, which aligns squarely with the biggest near-term catalyst: rapid expansion in AI data center demand. However, this advance does not fully resolve the immediate risk of large customers potentially pursuing in-house solutions that could threaten Vertiv’s market share.

Among Vertiv’s recent announcements, the appointment of Craig Chamberlin as Chief Financial Officer stands out in context of the company’s scale-up opportunity. Chamberlin's experience is seen as especially important as Vertiv seeks to balance growth with operational improvements while integrating advanced new offerings like the 800 VDC platform, intending to meet increased demand from hyperscalers and AI-heavy customers.

But in contrast to this optimism, the risk of hyperscale and cloud clients developing their own critical power and cooling technologies is one investors should be mindful of...

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 an increase in earnings of $1.49 billion from the current $812.3 million.

Uncover how Vertiv Holdings Co's forecasts yield a $159.11 fair value, a 9% downside to its current price.

Exploring Other Perspectives

Thirteen members of the Simply Wall St Community have published fair value estimates for Vertiv ranging from US$100.42 to US$175.76 per share. With rapid AI data center growth as a catalyst, expectations for Vertiv’s performance remain highly varied, explore several perspectives to see why opinions can differ so widely.

Explore 13 other fair value estimates on Vertiv Holdings Co - why the stock might be worth 42% 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.

• 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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