Entities / Company
Vertiv.
Multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments
- Reports this week
- 0
- Active events
- 1
- Connections
- 259
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
Earlier this month
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GE Vernova spun off from General Electric, with both benefiting from AI/cloud growth despite Fed rate hike pressures.Some support1 report
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Polar is deploying AI projects in Norway, with Giordano Albertazzi serving as CEO of Vertiv.Some support1 report
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Nvidia, Vertiv, and CoreWeave are all benefiting from the current boom in data center spending.Some support1 report
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Dassault Systèmes and Vertiv announced a collaboration to combine platforms and expertise.Some support1 report
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Enterprise software leaders like Adobe, ServiceNow, and Salesforce are seeing market sentiment shifts driven by earnings reports and data center health.Well supported13 reports6 developments inside
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MarketBeat provided analyst recommendations and financial comparisons for Vertiv and Tigo Energy.Some support1 report
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Anet and Vertiv are both AI-focused data center infrastructure developers.Some support2 reports
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Cisco and Vertiv both benefit from the operationalization of AI campuses.Some support1 report
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Vertiv is involved in Nvidia's AI infrastructure push, while Bloom Energy expands partnerships with Oracle and Brookfield.Some support1 report1 development inside
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Rod Evans, VP of Supercomputing, is co-designing next-generation data centers with Nvidia and Vertiv.Some support1 report
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Jim Cramer highlighted that both GE Vernova and Vertiv benefit from the ongoing data center buildout and AI tailwinds.Well supported4 reports
One to three months ago
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Vertiv and Quanta Services are benefiting from data center growth and collaborating on AI data center projects.Some support1 report
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Vertiv announced a collaboration with NVIDIA to develop AI infrastructure solutions.Some support7 reports
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Vertiv is expanding its manufacturing campus in Nové Mesto, Slovakia, with Paul Ryan leading EMEA operations.Some support1 report
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MarketBeat lists several companies, including Nokia, IBM, Astera Labs, Marvell Technology, and Vertiv, as infrastructure stocks to watch today.Well supported9 reports
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Kathy Gibson reports from Vertiv Week held in Zagreb.Some support1 report
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Blink and Vertiv are both identified as critical infrastructure/charging companies.Some support1 report
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Vertiv, Equinix, and Nvidia are major players in data center infrastructure, with Vertiv equipment supporting the trend toward 800V DC power for advanced systems.Some support2 reports1 development inside
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Nvidia qualified Vertiv for cooling equipment and Tesla Energy as a battery supplier for AI factories.Some support3 reports
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Foxconn and Vertiv are powering a new AI data center capacity online in the Americas, utilizing services and expertise from Ireland.Some support1 report
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Goldman Sachs and Vertiv discussed company targets at an investment bank event on September 13.Some support1 report
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Arista Networks and Vertiv are both benefiting from the increasing demand cycle for AI infrastructure.Some support1 report
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Hyperscaler AI buildout drives need for specialized power solutions involving Oracle Corporation and Vertiv.Some support2 reports
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Vertiv is headquartered in Westerville, Ohio.Well supported3 reports1 development inside
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Hubbell Incorporated, based in Westerville, is competing in the critical infrastructure market alongside Vertiv.Some support1 report
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Vertiv and Seagate Technology plan new AI infrastructure capacity in Malaysia, driven by global AI demand.Some support1 report
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Eaton acquired majority interest in Dana Incorporated.Some support2 reports
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Nvidia and OpenAI benefit from massive AI compute demand, driving the infrastructure boom and attracting financial analysis from Morgan Stanley.Some support3 reports
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Applied Optoelectronics, Vertiv, and AQR Capital operate in high-growth tech sectors, with AQR holding a significant stake in Vertiv.Some support2 reports
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Market expansion and acquisitions are bolstering thermal engineering capacity amid increased competition involving Vertiv, Eaton, and ThermoKey.Some support4 reports1 development inside
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Schneider Electric and Vertiv are leading the global DCPI market share and ramping up capacity for power architectures.Some support2 reports
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Amazon and Vertiv are key players in the AI infrastructure market.Some support1 report
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Vertiv acquired Utility Innovation Holdings, Inc. to expand its portfolio into microgrid solutions.Well supported7 reports
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Director Edward Monser sold company stock in Vertiv on September 2, 2026.Some support1 report
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Comfort Systems USA and Vertiv cater to hyperscaler data center needs, with Giordano Albertazzi and Brian Lane serving as CEOs.Some support1 report
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Amazon Web Services is utilizing Nvidia Blackwell chips and challenging Vertiv in cooling technology.Some support3 reports1 development inside
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Multiple financial institutions, including Jefferies, RBC, and Bank of America, made various investment actions on Vertiv shares.Some support3 reports1 development inside
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Manufacturers Life Insurance Company trimmed its stake in Vertiv during Q2.Some support1 report
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Vertiv, Quanta Services, and RTX are benefiting from industrial spending cycles driven by the growing demand for AI infrastructure.Some support1 report
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AI CapEx is driving infrastructure demand, leading to partnerships between Nvidia and power/cooling providers like Vertiv and Eaton, alongside financial projections from major banks.Some support1 report
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DC Infotech and Vertiv announce a partnership focused on the growing data centre market in India and strengthening enterprise infrastructure portfolios.Some support1 report
Gone quiet
No new reports in 90+ days-
Vertiv is managing market concerns related to Nvidia's news flow while simultaneously dealing with rising operational costs due to product sourcing from Mexico.Speculative1 report1 development inside
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BofA analysts track market trends affecting Vertiv, noting both Vertiv and Nvidia are operating in the high-growth chip market.Some support2 reports
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Vertiv stock trailed S&P 500 daily loss, holding a Zacks Rank of #2, as estimates reflected short-term business trends on August 30, 2025.Some support4 reports
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AST SpaceMobile stock is listed on Nasdaq, and the company is targeting expansion in the space economy and data centers with Vertiv.Some support1 report
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Vertiv reported its financial results in New York on August 6, 2026.Some support2 reports
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AST SpaceMobile and Vertiv are both operating within the broader technology market space.Some support1 report
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Bitzero and Vertiv collaborated to add a new supplier to the data center partner network.Some support1 report
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Avgo and Vertiv are both involved in the AI infrastructure market.Some support2 reports
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Vertiv was required to file Form 13F with the Securities and Exchange Commission on July 31, 2026.Some support2 reports
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Vertiv products are integrating with a broader tech ecosystem, involving companies like Broadcom and Nvidia.Some support1 report
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Vertiv and BWX Technologies are securing major contracts from US government programs to power AI data centers.Some support1 report
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Vertiv's CEO used a channel for market updates after the company reported missing consensus revenue estimates.Some support3 reports
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Vertiv launched PurgeRite NearZero in North America and reported that its Americas business achieved 53% revenue growth.Some support2 reports
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Vertiv hosted the Asia Partner Summit in Johor, focusing on enterprise AI in New Zealand and Australia.Some support1 report
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Bank of America and Citigroup issued buy ratings and raised price targets, concurrent with filings with the SEC involving Vertiv.Some support2 reports
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Vertiv filed required reports with the Securities and Exchange Commission on July 22, 2026.Some support1 report
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Vertiv expanded manufacturing operations at its Tognana campus near Padua, Italy.Some support1 report
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Baird initiated coverage of Vertiv with an Outperform rating on July 17, 2026.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Vertiv
Events traced to Vertiv, step by step, newest first- AI data center power demands could boost Vertiv's infrastructure needsVertiv may see increased demand for power and cooling infrastructure from AI data centersLikely
- AI data center build-out may boost Vertiv's infrastructure demandVertiv may see increased demand for critical data center infrastructureLikely
- Meta's AI push may increase demand for Vertiv's infrastructureMeta's AI expansion may boost demand for Vertiv's data center solutionsPossible
- Red Oak data center expansion could boost Vertiv's market demandVertiv may benefit from increased demand driven by Red Oak's data center boom.Possible
- Market pressure on Schneider Electric may boost Vertiv's critical infrastructure demandMarket pressure on Schneider Electric may boost Vertiv's critical infrastructure demandPossible
- Vertiv may face cost pressures amid rising energy and material pricesVertiv may face cost pressures amid rising energy and material pricesPossible
See all 11 explainers
- How could Apple's new smart home ecosystem affect Vertiv's infrastructure demand?Apple's smart home expansion may boost demand for critical infrastructurePossible
- Optical component selloff may curb Vertiv's data center growthThe optical component sector pullback may slow data center infrastructure demand for Vertiv.Possible
- Optical component shortages may complicate Vertiv's data center deploymentsOptical component shortages may complicate Vertiv's data center infrastructure deploymentsPossible
- How could Schneider Electric's acquisition of PTC affect Vertiv's market position?Schneider Electric's acquisition of PTC may intensify competition for critical infrastructure market sharePossible
- AI data center boom supports Vertiv's infrastructure segmentVertiv's data center segment is structurally supported by AI infrastructure spendingReported
Explainers that pass through Vertiv
Vertiv is a step on the way to someone elseAround Vertiv this week
News at the entities that move Vertiv most-
Norges Bank TransactionalNorges Bank, BNP Paribas, Morgan Stanley, and Benchmark made various investment moves regarding Datadog shares on June 15, 2026.Moves Vertiv
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Nvidia StructuralKrispy Kreme stock outperformed Nvidia year-to-date as of November 7, 2026.Moves Vertiv
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Securities and Exchange Commission StructuralStar Holdings sold a land parcel in Coney Island and filed its quarterly report with the SEC.Moves Vertiv
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Schneider Electric OperationalDell is reportedly considering production moves to China, while Schneider Electric operates a manufacturing base in Xiamen.Moves Vertiv
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Morgan Stanley OperationalSurrozen utilized conference platforms hosted by Morgan Stanley in South San Francisco on September 1, 2026.Moves Vertiv
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TD Cowen OperationalCantor Fitzgerald raised its price target and TD Cowen upgraded its rating for Expedia Group on November 7, 2026.Moves Vertiv
Connections
The 40 strongest of 259, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Nvidia Structural
Vertiv provides critical power and cooling infrastructure, deeply integrated into Nvidia's AI data center platforms and qualification programs.
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Paul Ryan Structural
Paul Ryan holds the position of president for Vertiv in the EMEA region.
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Securities and Exchange Commission Structural
Vertiv is subject to formal regulatory requirements, such as 13F filings, mandated by the Securities and Exchange Commission.
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Giordano Albertazzi Structural
Giordano Albertazzi serves as the CEO and Executive Chairman of Vertiv.
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Emerson Electric Structural
Vertiv was a subsidiary of Emerson Electric until the company was sold to Platinum Equity.
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Amazon Operational
Amazon and Vertiv are actively coupled through market competition and Vertiv's provision of essential data center infrastructure for Amazon's hyperscalers.
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Oklo Structural
Oklo and Vertiv are structurally linked through a partnership where Oklo supplies nuclear power and heat to Vertiv's cooling systems for data centers.
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Liebert Structural
Vertiv operates Liebert as one of its known brands.
Show all 40 connections
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board of directors Structural
The board of directors holds the formal fiduciary responsibility for the financial actions of Vertiv, including dividend declarations.
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Schneider Electric Operational
Both companies are major industry leaders actively competing for market share in the global hybrid cooling and critical infrastructure sectors.
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Google Structural
Vertiv provides essential data center infrastructure services required by hyperscale operations of Google.
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Meta Operational
Meta utilizes Vertiv's data center infrastructure to support its expanding AI and hyperscale operations.
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Compass Datacenters Operational
Vertiv and Compass Datacenters maintain an active partnership focused on co-developing data center solutions.
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Johor Structural
Vertiv established a manufacturing facility in Johor, creating a functional dependency on the location.
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Geist Structural
Geist operates as a branded product line under the corporate umbrella of Vertiv.
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Intel Operational
Intel and Vertiv maintain a technical partnership focused on supporting AI workloads and data center infrastructure solutions.
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Ballard Power Systems Operational
Ballard Power Systems functions as a key technology supplier and partner within Vertiv's operational ecosystem.
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Applied Optoelectronics Structural
Applied Optoelectronics supplies optical transceivers that support Vertiv's data center infrastructure.
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Morgan Stanley Operational
Morgan Stanley influences Vertiv's market perception and valuation through financial analysis and price target adjustments.
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Jim Cramer Operational
Jim Cramer actively discusses, recommends, and holds shares in Vertiv, influencing its market visibility and sentiment.
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CoreWeave Operational
CoreWeave and Vertiv maintain an active operational partnership focused on data center infrastructure deployment and innovation.
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CNBC Operational
The CEO of Vertiv utilizes CNBC as a professional platform for disseminating market updates and addressing investor concerns.
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Astera Labs Structural
Astera provides critical connectivity components that Vertiv integrates into its cloud and AI infrastructure offerings.
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Derry Structural
Vertiv maintains its major manufacturing presence within the operational boundaries of Derry.
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Citigroup Transactional
Citigroup issued price target upgrades and buy rating recommendations for Vertiv.
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fund Structural
Vertiv is held as one of the fund's top five holdings.
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Quanta Services Operational
Both companies actively compete for contracts within the infrastructure spending driven by data center growth.
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Donald Trump Operational
Vertiv's business prospects are linked to the potential benefits derived from Donald Trump's proposed tariffs and onshoring initiatives.
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TD Cowen Operational
TD Cowen provides financial advisory services, including analyst ratings and price targets, for Vertiv.
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Dell Technologies Operational
Dell Technologies and Vertiv are direct competitors in the enterprise and data center infrastructure markets.
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Microsoft Structural
Microsoft relies on Vertiv's specialized data center infrastructure and cooling systems to support its Azure AI services and hyperscale operations.
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Norges Bank Transactional
Norges Bank acquired a new investment stake in Vertiv shares.
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ABR Mentioned together
ABR provides financial analysis and brokerage recommendations regarding Vertiv stock.
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GE Vernova Operational
Both companies actively compete in the critical infrastructure market by supplying solutions for data centers.
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Foxconn Structural
Foxconn utilizes Vertiv's specialized power, thermal, and services required for AI data center operations.
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Bloom Energy Operational
Both companies are identified as competitors operating within the AI data center market.
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Axiom Operational
Vertiv and Axiom are direct competitors providing AI data center infrastructure.
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Hubbell Incorporated Operational
The two companies are actively competing for market share within the critical infrastructure sector.
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S&P Operational
Both companies operate in the AI infrastructure market, where S&P inclusion provides market validation and lowers cost of capital for Vertiv.
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GPU Operational
Vertiv provides cooling infrastructure for power-hungry AI systems utilizing GPUs, and both compete for market share in AI infrastructure.
History
Events by the month they beganNovember 2026
1 eventOctober 2026
10 events- GE Vernova spun off from General Electric, with both benefiting from AI/cloud growth despite Fed rate hike pressures.
- Polar is deploying AI projects in Norway, with Giordano Albertazzi serving as CEO of Vertiv.
- Nvidia, Vertiv, and CoreWeave are all benefiting from the current boom in data center spending.
- Dassault Systèmes and Vertiv announced a collaboration to combine platforms and expertise.
- MarketBeat provided analyst recommendations and financial comparisons for Vertiv and Tigo Energy.
- Cisco and Vertiv both benefit from the operationalization of AI campuses.
- Vertiv is involved in Nvidia's AI infrastructure push, while Bloom Energy expands partnerships with Oracle and Brookfield.
- Rod Evans, VP of Supercomputing, is co-designing next-generation data centers with Nvidia and Vertiv.
- Jim Cramer highlighted that both GE Vernova and Vertiv benefit from the ongoing data center buildout and AI tailwinds.
- Vertiv and Quanta Services are benefiting from data center growth and collaborating on AI data center projects.
September 2026
18 events- Vertiv is expanding its manufacturing campus in Nové Mesto, Slovakia, with Paul Ryan leading EMEA operations.
- Kathy Gibson reports from Vertiv Week held in Zagreb.
- Blink and Vertiv are both identified as critical infrastructure/charging companies.
- Vertiv, Equinix, and Nvidia are major players in data center infrastructure, with Vertiv equipment supporting the trend toward 800V DC power for advanced systems.
- Nvidia qualified Vertiv for cooling equipment and Tesla Energy as a battery supplier for AI factories.
- Foxconn and Vertiv are powering a new AI data center capacity online in the Americas, utilizing services and expertise from Ireland.
- Goldman Sachs and Vertiv discussed company targets at an investment bank event on September 13.
- Arista Networks and Vertiv are both benefiting from the increasing demand cycle for AI infrastructure.
- Hyperscaler AI buildout drives need for specialized power solutions involving Oracle Corporation and Vertiv.
- Hubbell Incorporated, based in Westerville, is competing in the critical infrastructure market alongside Vertiv.
- Vertiv and Seagate Technology plan new AI infrastructure capacity in Malaysia, driven by global AI demand.
- Eaton acquired majority interest in Dana Incorporated.
- Nvidia and OpenAI benefit from massive AI compute demand, driving the infrastructure boom and attracting financial analysis from Morgan Stanley.
- Applied Optoelectronics, Vertiv, and AQR Capital operate in high-growth tech sectors, with AQR holding a significant stake in Vertiv.
- Amazon and Vertiv are key players in the AI infrastructure market.
- Vertiv acquired Utility Innovation Holdings, Inc. to expand its portfolio into microgrid solutions.
- Director Edward Monser sold company stock in Vertiv on September 2, 2026.
- Comfort Systems USA and Vertiv cater to hyperscaler data center needs, with Giordano Albertazzi and Brian Lane serving as CEOs.
Show 3 earlier months
August 2026
9 events- Manufacturers Life Insurance Company trimmed its stake in Vertiv during Q2.
- Vertiv, Quanta Services, and RTX are benefiting from industrial spending cycles driven by the growing demand for AI infrastructure.
- AI CapEx is driving infrastructure demand, leading to partnerships between Nvidia and power/cooling providers like Vertiv and Eaton, alongside financial projections from major banks.
- DC Infotech and Vertiv announce a partnership focused on the growing data centre market in India and strengthening enterprise infrastructure portfolios.
- BofA analysts track market trends affecting Vertiv, noting both Vertiv and Nvidia are operating in the high-growth chip market.
- AST SpaceMobile stock is listed on Nasdaq, and the company is targeting expansion in the space economy and data centers with Vertiv.
- Vertiv reported its financial results in New York on August 6, 2026.
- AST SpaceMobile and Vertiv are both operating within the broader technology market space.
- Bitzero and Vertiv collaborated to add a new supplier to the data center partner network.
July 2026
12 events- Enterprise software leaders like Adobe, ServiceNow, and Salesforce are seeing market sentiment shifts driven by earnings reports and data center health.
- Multiple financial institutions, including Jefferies, RBC, and Bank of America, made various investment actions on Vertiv shares.
- Vertiv was required to file Form 13F with the Securities and Exchange Commission on July 31, 2026.
- Vertiv products are integrating with a broader tech ecosystem, involving companies like Broadcom and Nvidia.
- Vertiv and BWX Technologies are securing major contracts from US government programs to power AI data centers.
- Vertiv's CEO used a channel for market updates after the company reported missing consensus revenue estimates.
- Vertiv launched PurgeRite NearZero in North America and reported that its Americas business achieved 53% revenue growth.
- Vertiv hosted the Asia Partner Summit in Johor, focusing on enterprise AI in New Zealand and Australia.
- Bank of America and Citigroup issued buy ratings and raised price targets, concurrent with filings with the SEC involving Vertiv.
- Vertiv filed required reports with the Securities and Exchange Commission on July 22, 2026.
- Vertiv expanded manufacturing operations at its Tognana campus near Padua, Italy.
- Baird initiated coverage of Vertiv with an Outperform rating on July 17, 2026.
June 2026
10 events- Anet and Vertiv are both AI-focused data center infrastructure developers.
- Vertiv announced a collaboration with NVIDIA to develop AI infrastructure solutions.
- MarketBeat lists several companies, including Nokia, IBM, Astera Labs, Marvell Technology, and Vertiv, as infrastructure stocks to watch today.
- Vertiv is headquartered in Westerville, Ohio.
- Market expansion and acquisitions are bolstering thermal engineering capacity amid increased competition involving Vertiv, Eaton, and ThermoKey.
- Schneider Electric and Vertiv are leading the global DCPI market share and ramping up capacity for power architectures.
- Amazon Web Services is utilizing Nvidia Blackwell chips and challenging Vertiv in cooling technology.
- Vertiv is managing market concerns related to Nvidia's news flow while simultaneously dealing with rising operational costs due to product sourcing from Mexico.
- Vertiv stock trailed S&P 500 daily loss, holding a Zacks Rank of #2, as estimates reflected short-term business trends on August 30, 2025.
- Avgo and Vertiv are both involved in the AI infrastructure market.