Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$120B
P/E ratio
~49×
Div yield
~0.1%
Adj. EPS (2026E)
~$6.35
Revenue (2026E)
~$13.7B
Rev. growth
+25%
Backlog
~$15B
Data-centre mix
~75%
In plain English
Vertiv builds the physical guts of a data centre — the uninterruptible power supplies, switchgear and busways that keep the racks energised, and the chillers, air handlers and (increasingly) liquid-cooling loops that stop them melting. With ~75% of sales tied to data centres and a co-engineered reference design with NVIDIA, it is one of the purest ways to own the power-and-cooling bottleneck of the AI build-out.
In simple terms
What Vertiv Holdings really sells
Vertiv builds the physical guts of a data centre — the uninterruptible power supplies, switchgear and busways that keep the racks energised, and the chillers, air handlers and (increasingly) liquid-cooling loops that stop them melting. With ~75% of sales tied to data centres and a co-engineered reference design with NVIDIA, it is one of the purest ways to own the power-and-cooling bottleneck of the AI build-out.
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