This AI Stock Has an $15 Billion Revenue Backlog That Could Fuel a Breakout in 2026
2026-03-09 15:20:00 ET
Artificial intelligence (AI) investing has largely focused on GPU players, AI model builders, and AI software companies. However, data centers also require highly specialized power management and thermal management systems, along with lifecycle services, to support AI infrastructure at scale.
Vertiv Holdings (NYSE: VRT) stands to benefit from this opportunity. The company sells end-to-end power and thermal management systems, including liquid-cooling solutions for high-performance data centers, communication networks , and commercial and industrial environments.
In the company's fourth quarter fiscal 2025 earnings (ending Dec. 31, 2025) call, management gave investors one of the clearest signs that demand remains exceptionally strong. That number was the backlog.
NASDAQ: VRT
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