Vertiv has leveraged surging demand for AI and high-performance computing to drive mid-teens revenue growth in its data-center infrastructure segment over the past year, with shipments of power and cooling modules increasing by 18% year-over-year. While Amphenol’s IT datacom division recorded a steeper 25% expansion in revenue, driven by accelerated sales of fiber-optic interconnects and liquid-cooling manifolds, Vertiv’s broader product mix—including uninterruptible power supplies, busway systems and rack-level cooling units—has delivered more resilient margins of approximately 22%, compared with peer averages of 18% in the space. Investors weighing Total Addressable Market exposure may view Vertiv’s integrated hardware-software service model as less cyclically exposed than specialized component vendors.

On January 14, 2026, Vertiv rolled out new configurations of its prefabricated MegaMod HDX modular infrastructure, offering capacity from 1.25 MW in compact pods up to 10 MW in extended-height assemblies. Each unit supports rack densities spanning 50 kW to over 100 kW, directly addressing AI GPU clusters that require liquid-to-chip cooling integrated with adaptable air-cooling architectures. By standardizing factory-tested modules—complete with distributed redundant power and buffer-tank thermal backup—Vertiv can cut deployment times by up to 30%, according to internal benchmarks, giving operators cost certainty and accelerated time-to-market for hyperscale and colocation facilities.

In the third quarter, Vertiv reported 63% year-over-year adjusted EPS growth, driven by a 17% rise in total revenues. Management raised full-year guidance to $10.2 billion in sales and $4.10 in EPS, up from prior targets of $9.8 billion and $3.85. A robust 1.4x book-to-bill ratio pushed backlog to $9.5 billion at quarter end, underscoring sustained order momentum across hyperscale, telecom and edge segments. Approximately 80% of current revenue is tied directly to data-center infrastructure, highlighting the company’s deepening role in AI-centric deployments.

Vertiv’s comprehensive suite—spanning Liebert APM2 UPS units, CoolChip and CoolLoop cooling distribution, PowerBar busway and OCP-compliant racks—continues to expand into over 130 countries. Recurring service contracts now account for nearly 25% of annual revenue and deliver mid-single-digit organic growth. With sustainability initiatives driving liquid-cooling adoption and cross-selling opportunities in emerging edge markets, management forecasts a compound annual revenue growth rate of at least 12% through 2028, suggesting further upside for investors seeking exposure to AI infrastructure tailwinds.