We came across one bullish thesis to Vertiv Holdings Co in the AI ​​architect substack. In this article, we will summarize the bulls’ thesis on VRT. Vertiv Holdings Co stock traded at $177.75 on February 5. VRT’s trailing and forward P/E were 68.89 and 34.48, respectively, according to Yahoo Finance.

Vertiv ( VRT ) is becoming a pure beneficiary of the AI ​​infrastructure supercycle, providing critical “network-to-chip” thermal and power solutions for modern data centers. The company designs, builds and services uninterruptible power supplies, busways, racks, liquid cooling systems and integrated solutions that address the growing power and heat demands of high-density AI deployments.

AI-driven IT growth and growing data center power requirements have resulted in a 60% year-over-year increase in Q3 2025 organic orders, 29% net sales growth, a 63% increase in adjusted EPS and a $9.5 billion backlog, highlighting Vertiv’s strong revenue and execution potential. Margins are expanding, with adjusted operating profit reaching 22.3%, reflecting operating leverage and purchasing productivity. Vertiv’s collaboration with NVIDIA to develop 800VDC platforms, along with advanced liquid cooling systems and global reference designs, strengthens its moat by providing validated architectures that reduce deployment risk and increase switching costs.

Its extensive network of field services, software, digital twins and AI reference architectures further lock in recurring revenue streams and enhance cross-selling opportunities. Spin acquisitions such as Great Lakes Data Racks & Cabinets and PurgeRite bolster its thermal and power capabilities, demonstrating strategic optionality and confidence in multi-year AI demand. While skeptics cite hyperscale capex cyclicality and potential competition, the secular tailwind of AI-driven infrastructure growth, validated by independent research and record data center spending projections, underpins enduring demand.

With strong cash flow, high operational discipline and multiple catalysts (including new product launches, platform gains and expanded service capacity), Vertiv offers investors an attractive opportunity to capture the structural advantage of the global AI data center creation, combining growth, margin expansion and strategic optionality into a single, high-quality industrial platform.

Previously, we covered a bullish thesis to Vertiv Holdings Co (VRT) for OppCost in May 2025, highlighting its leadership in digital infrastructure, AI-driven demand, margin expansion and strategic acquisitions. VRT’s stock price has appreciated approximately 68.67% since our coverage. The AI ​​Architect shares a similar perspective, but emphasizes the execution of Vertiv’s AI infrastructure, including network-on-chip solutions and advanced cooling systems.