Why analysts are watching it
Analysts are closely watching Vertiv (VRT) due to its critical role in supporting the escalating power demands of AI infrastructure. On April 19, 2026, BWB - Business With Brian highlighted that the latest Nvidia AI racks consume nearly ten times the power of traditional server racks, overwhelming existing data center cooling systems. Vertiv specializes in providing the essential power management and liquid cooling infrastructure required for these advanced data centers. BWB - Business With Brian views VRT as a foundational investment, suggesting that nothing in AI can function without the power and cooling solutions it provides. Couch Investor also mentioned Vertiv on May 18, 2026, in a video discussing stocks billionaires are buying. Investors should be aware that market sentiment around AI infrastructure can be volatile.
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"Now, I'm going to move on and talk about what gets my attention about this next company of Vertiv. And it's this. The latest Nvidia AI racks pull 132 kW of power, but a traditional server rack pulls in 10 to 15. That's nearly 10 times the load, and it broke every cooling system data centers had relied on for decades."
— The UNTHINKABLE Just Happened. Prep for the Dip!
"I'm going to move on and talk about what gets my [291s] attention about this next company of [292s] Vertiv. And it's this. The latest Nvidia [295s] AI racks pull 132 kW of power, but a [299s] traditional server rack pulls in 10 to [301s] 15. That's nearly 10 times the load, and [303s] it broke every cooling system data [305s] centers had relied on for decades. [307s] Vertiv makes the power management and [309s] the liquid cooling infrastructure that [311s] goes inside a data center once [313s] e"
— The UNTHINKABLE Just Happened. Prep for the Dip!
"To me, the first layer is the foundation. Think Vistra, Eaton and Vertiv. These are the power and the cooling companies. Nothing in AI works without them. I'd plan to put 40% here because there's lower volatility, it's steady compounding and the demand story doesn't depend on any one company winning the chip wars."
— The UNTHINKABLE Just Happened. Prep for the Dip!