Vertiv's AI data center boom fuels 252% sales surge

Vertiv Holdings (NYSE: VRT) is emerging as a critical beneficiary of the AI data center boom, reporting explosive growth that highlights a less obvious investment angle in the sector. The Ohio-based provider of industrial power and cooling systems saw its organic orders surge 252% year-over-year in Q4 2025, while diluted earnings per share jumped 200%. Operating cash flow exceeded $1 billion, up 136% from the prior year. This surge stems from high demand for Vertiv's AI-ready infrastructure, which powers the massive data centers essential for running advanced AI models. Vertiv's transformation from a company serving manufacturing and healthcare to a leader in critical digital infrastructure underscores the sector's rapid evolution.