The announcement of another strategic partnership in the data center space confirms that spending on AI and data centers is much more than a passing trend.
Vertiv’s data center infrastructure solutions make it ideally placed to benefit from a pick-up in spending.
Another week, another round of deals done to support investment in data centers. That’s good news for data center infrastructure company Vertiv Holdings (NYSE: VRT), and the stock continued its strong run with a 16.6% increase in the week through Friday morning.
The big news this week came from the announcement of a strategic partnership with Hitachi and OpenAI. As investors might already know, Vertiv shares soared in September as hyperscalers continued to make hundreds of billions of dollars worth of spending commitments. Those commitments encouraged investors to pencil in optimistic assumptions over order growth for Vertiv’s power, thermal management, and data center infrastructure solutions.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
While Hitachi both competes with and offers complementary solutions to Vertiv, the OpenAI partnership with Hitachi strengthens the investment case for AI-led data center spending to be in the early stages of a multiyear expansion, which will show up as revenue for infrastructure solution providers like Vertiv.
Image source: Getty Images.
Vertiv has continually raised its full-year revenue outlook through 2025, and only an increase in tariff-related costs has stopped the company from increasing its full-year earnings guidance by a concomitant amount.
Still, Wall Street expects Vertiv to increase earnings by 34% and 25% in 2025 and 2026, and the stock remains a great way to capitalize on the AI/data center spending boom.
Before you buy stock in Vertiv, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vertiv wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $626,942!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,157,870!*
Now, it’s worth noting Stock Advisor’s total average return is 1,063% — a market-crushing outperformance compared to 191% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of September 29, 2025
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends Hitachi. The Motley Fool has a disclosure policy.
—
Blog powered by G6
Disclaimer! A guest author has made this post. G6 has not checked the post. its content and attachments and under no circumstances will G6 be held responsible or liable in any way for any claims, damages, losses, expenses, costs or liabilities whatsoever (including, without limitation, any direct or indirect damages for loss of profits, business interruption or loss of information) resulting or arising directly or indirectly from your use of or inability to use this website or any websites linked to it, or from your reliance on the information and material on this website, even if the G6 has been advised of the possibility of such damages in advance.
For any inquiries, please contact [email protected]
