Vertiv.
Multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments
- Reports this week
- 8
- Active events
- 7
- Connections
- 251
What's happening
Active this week
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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.Some support5 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 support2 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
Earlier this month
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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 supported11 reports5 developments inside
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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
One to three months ago
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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
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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
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Tesla and Vertiv are identified as major companies contributing to the AI infrastructure market.Some support1 report
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Vertiv reported a 20.3% revenue decline in a region, while its headquarters are located in Westerville, Ohio.Some support1 report
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Vertiv, which is based in Westerville, Ohio, and Ireland are both involved in providing data center infrastructure.Some support1 report
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Investment actions involving Norges Bank, Geode Capital Management, and Leonteq Securities AG regarding Vertiv shares.Some support1 report
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Market commentary highlights GE Vernova surpassing GE Aerospace market cap, while AI demand strains power infrastructure for data centers.Some support3 reports
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The career of David Cote is being discussed in relation to how tungsten aligns incentives for him, drawing on his past work at Honeywell and Vertiv.Some support2 reports
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Indian Institute of Technology BHU and Vertiv collaborated on advanced electronics research, aiming to foster a talent pipeline for national goals.Some support1 report
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Norges Bank acquired a new position in Vertiv shares during the 4th quarter.Some support3 reports
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Vertiv has acquired ThermoKey S.p.A., strengthening its thermal management portfolio to tailor solutions for high-density AI data centers.Some support2 reports
Gone quiet
No new reports in 90+ days-
AEP levies tariffs on new data center projects in Ohio, while the administration pushes for nuclear technology interest.Some support1 report
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AAON, Modine, and Vertiv compete in the AI thermal infrastructure market across the US and Canadian markets.Some support1 report
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Vertiv, Schneider Electric, and ABB are active competitors in the European data center market.Some support1 report1 development inside
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TD Cowen provides analyst ratings and price targets for Vertiv, with MarketBeat aggregating the consensus ratings and financial data.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Vertiv
Recent events traced to Vertiv, step by stepAround Vertiv this week
News at the entities that move Vertiv most-
Norges Bank TransactionalNorges Bank bought a new position in Qualcomm shares, coinciding with buy ratings and price targets from TD Cowen, reported by MarketBeat.Moves Vertiv
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Nvidia StructuralNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Vertiv
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Emerson Electric StructuralFormer campus site hosts proposed data center development involving Emerson Electric.Moves Vertiv
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Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Vertiv
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Schneider Electric OperationalArchitecture piloted in Equinix colocation data center, involving Schneider Electric.Moves Vertiv
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Meta OperationalMeta is launching a new commercial wing specifically focused on AI deployment.Moves Vertiv
Connections
The 40 strongest of 251, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Nvidia Structural
Vertiv provides essential power and cooling infrastructure that enables the deployment and scaling of Nvidia's AI data center platforms.
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Paul Ryan Structural
Paul Ryan holds the position of president for Vertiv in the EMEA region.
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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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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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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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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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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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Giordano Albertazzi Structural
Giordano Albertazzi serves as the CEO and Executive Chairman of Vertiv, holding a key governance and operational role.
Show all 40 connections
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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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Liebert Structural
Vertiv operates Liebert as one of its known brands.
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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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Intel Operational
Intel and Vertiv maintain a technical partnership focused on supporting AI workloads and data center infrastructure solutions.
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Google Structural
Vertiv provides essential data center infrastructure services required by hyperscale operations of Google.
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Geist Structural
Geist operates as a branded product line under the corporate umbrella of Vertiv.
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Johor Structural
Vertiv established a manufacturing facility in Johor, creating a functional dependency on the location.
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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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Meta Operational
Meta relies on Vertiv to provide necessary data center power and cooling infrastructure for its AI investments.
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Applied Optoelectronics Structural
Applied Optoelectronics supplies optical transceivers that support Vertiv's data center infrastructure.
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Derry Structural
Vertiv maintains its major manufacturing presence within the operational boundaries of Derry.
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fund Structural
Vertiv is held as one of the fund's top five holdings.
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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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Citigroup Transactional
Citigroup issued price target upgrades and buy rating recommendations for Vertiv.
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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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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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Norges Bank Transactional
Norges Bank acquired a new investment stake in Vertiv shares.
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GE Vernova Operational
Both companies operate in the critical infrastructure market, specifically supplying solutions for data centers.
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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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ABR Mentioned together
ABR provides financial analysis and brokerage recommendations regarding Vertiv stock.
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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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Dell Technologies Operational
Dell Technologies and Vertiv are direct competitors in the enterprise and data center infrastructure markets.
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Morgan Stanley Operational
Morgan Stanley actively influences Vertiv's market perception and valuation through financial analysis and price target adjustments.
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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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Hubbell Incorporated Operational
The two companies are actively competing for market share within the critical infrastructure sector.
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Bloom Energy Operational
Both companies are identified as competitors operating within the AI data center market.
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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.
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Marvell Technology Operational
Both companies are viewed as competitors operating in the critical infrastructure and data center markets.
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Americas Shared context
Vertiv's revenue growth and operational capacity are directly driven by market demand and business activity in the Americas.
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BWX Technologies Operational
The companies are competitors who share a market driver in the increased energy demands of Artificial Intelligence.
History
Events by the month they beganSeptember 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.
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
19 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.
- Tesla and Vertiv are identified as major companies contributing to the AI infrastructure market.
- Vertiv reported a 20.3% revenue decline in a region, while its headquarters are located in Westerville, Ohio.
- Vertiv, which is based in Westerville, Ohio, and Ireland are both involved in providing data center infrastructure.
- Investment actions involving Norges Bank, Geode Capital Management, and Leonteq Securities AG regarding Vertiv shares.
- Market commentary highlights GE Vernova surpassing GE Aerospace market cap, while AI demand strains power infrastructure for data centers.
- The career of David Cote is being discussed in relation to how tungsten aligns incentives for him, drawing on his past work at Honeywell and Vertiv.
- Indian Institute of Technology BHU and Vertiv collaborated on advanced electronics research, aiming to foster a talent pipeline for national goals.
Show 1 earlier month
June 2026
14 events- 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.
- Norges Bank acquired a new position in Vertiv shares during the 4th quarter.
- Vertiv has acquired ThermoKey S.p.A., strengthening its thermal management portfolio to tailor solutions for high-density AI data centers.
- AEP levies tariffs on new data center projects in Ohio, while the administration pushes for nuclear technology interest.
- AAON, Modine, and Vertiv compete in the AI thermal infrastructure market across the US and Canadian markets.
- Vertiv, Schneider Electric, and ABB are active competitors in the European data center market.
- TD Cowen provides analyst ratings and price targets for Vertiv, with MarketBeat aggregating the consensus ratings and financial data.