Vertiv Projects 34% Revenue, 46.9% Earnings Growth on AI Data Center Surge
Vertiv Holdings Co forecasts 34% revenue growth and 46.9% earnings growth for fiscal 2026, driven by surging AI-driven data center demand. Strategic partnerships with NVIDIA and acquisitions of Great Lakes and Weeleay bolster its thermal, liquid cooling and UPS infrastructure capabilities.
1. Analyst Projections
Analysts forecast 34% revenue growth and 46.9% earnings growth for fiscal 2026, reflecting robust AI-driven data center demand and capacity expansions in key end markets.
2. Product Portfolio and Demand
Vertiv’s offerings span thermal systems, liquid cooling, uninterruptible power supplies, switchgear, busbar and modular infrastructure, all facing unprecedented demand from expanding hyperscale and AI-focused data centers.
3. Strategic Partnerships and Acquisitions
A co-development with NVIDIA on an 800-volt DC power architecture aligns Vertiv with the 2027 rollout of Rubin Ultra platforms, while the acquisitions of Great Lakes and Weeleay enhance IT systems integration and predictive maintenance capabilities.
4. Market Outlook
These initiatives position Vertiv to capture accelerating growth in AI-powered data centers, supporting infrastructure reliability and capacity as rack power requirements scale toward megawatt thresholds.