Vertiv Holdings, LLC
VRT · Industrials
$255.97
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3 AI-Related Stocks Worth a Closer Look After Pullbacks
Three AI infrastructure stocks—Vertiv, Applied Optoelectronics, and Innodata—have experienced significant pullbacks from their 2026 highs despite maintaining strong underlying growth fundamentals. Each company offers exposure to different segments of AI infrastructure: power/cooling systems, optical networking, and data services. Their recent earnings remain solid with robust growth outlooks, suggesting potential opportunities for investors.
Eaton to Boost U.S. Power Capacity With $242M Arkansas Plant
Eaton Corporation plans to invest over $242 million in a new one-million-square-foot manufacturing facility in North Little Rock, Arkansas to double U.S. Fibrebond capacity and create 1,200 jobs. The expansion supports strong demand in critical-power infrastructure, with Electrical Americas reporting 18% organic sales growth, 41% order growth, and 33% backlog growth in Q2 2026. The facility will help address capacity constraints and deepen exposure to AI infrastructure and grid modernization.
Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.
Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.
3 Millionaire-Maker Artificial Intelligence (AI) Stocks to Buy Now
The article highlights three AI infrastructure stocks—Astera Labs, Credo Technology, and Vertiv—that address critical bottlenecks in AI data center scaling. Astera Labs specializes in connectivity solutions with 93% YoY revenue growth and a $6.5B Amazon warrant agreement. Credo Technology manufactures active electrical cables with 272% YoY growth but faces customer concentration risks. Vertiv dominates power and cooling systems with a $15B backlog and strong positioning in liquid cooling demand.
Vertiv Just Made an Up to $2.6 Billion Bet to Solve AI Data Centers' Biggest Bottleneck
Vertiv is acquiring Utility Innovations for up to $2.6 billion to address the power supply bottleneck in AI data centers. The deal extends Vertiv's capabilities across the full power value chain from grid to chip, including microgrid solutions and on-site generation, enabling faster time-to-power for data center developers.