Infrastructure Specialist Vertiv Rides AI Demand Wave to Record Highs

The artificial intelligence revolution is creating clear winners beyond the prominent technology giants, with infrastructure providers emerging as crucial beneficiaries. Vertiv, a specialist in critical digital infrastructure, is experiencing substantial growth driven by insatiable demand for AI computing resources, and market participants are responding with enthusiastic buying activity.

Vertiv’s compelling market narrative finds solid support in its fundamental financial metrics. For the second quarter of 2025, the company reported net sales reaching $2.64 billion, representing a substantial 35 percent year-over-year increase. The firm’s adjusted earnings per share came in at $0.95, exceeding analyst projections. Particularly noteworthy indicators of continued strength include a remarkable $8.5 billion order backlog and a book-to-bill ratio of approximately 1.2 during the same quarter, suggesting sustained demand momentum.

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