Vertiv Holdings Co (NYSE:VRT) is included among the 12 Best HVAC Stocks to Buy Now.
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Vertiv Holdings Co (NYSE:VRT)’s liquid-cooling solutions sit at the center of modern AI infrastructure. Without effective cooling, high-performance AI chips would overheat quickly and fail to operate as intended. Vertiv is not the only provider in this space, but it stands out as one of the few companies focused almost entirely on AI infrastructure, with a direct partnership with Nvidia.
That partnership carries weight. Working directly with Nvidia gives Vertiv early visibility into upcoming AI chips and the ability to align its cooling technology with new designs. When Nvidia launches a new chip, it is effectively signaling that Vertiv’s systems are capable of keeping that hardware running under intense workloads.
Speed matters in the AI industry. Many technology companies are willing to pay more for solutions that are proven and ready to deploy. Vertiv benefits from being a pre-certified vendor for AI infrastructure, making it an easy choice for customers who prefer reliability over cost savings tied to untested alternatives.
The financial impact of this position showed up clearly in Vertiv’s Q3 2025 results. Organic orders rose 60% year over year, and management raised full-year guidance for net sales and other key metrics. In its third-quarter earnings presentation, Vertiv said it expects AI infrastructure deployment in EMEA to “accelerate in 2026.”
That outlook is easier to accept given the momentum already in place. The company’s relationship with Nvidia could also help it capture additional share in the EMEA region as deployments pick up next year. If that plays out, Vertiv adds another high-growth avenue that can support long-term returns.
Vertiv Holdings Co (NYSE:VRT) provides critical digital infrastructure technologies and lifecycle services. Its offerings support data centers, communication networks, and a range of commercial and industrial environments worldwide.
While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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Disclosure: None.
