Power & cooling
Vertiv
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Vertiv supplies power, cooling and services for data centers. Its manufacturing expansion supports delivery to customers deploying AI infrastructure, while company sales also include broader digital-infrastructure demand.
Earnings and disclosures
Latest verified results: Q2 2026 · Released 2026-07-29
Next results: 2026-10-28 · Q3 2026.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For Q2 2026, Vertiv reported $3.274 billion of sales, up 24% year over year, and raised its full-year outlook. The release also described temporary supply-chain congestion and shifts in multiphase project timing. Those statements do not isolate AI-only revenue.
Delivery and commitments
Tognana expansion carried year-end 2026 capacity and early-2027 laboratory targets. A separate Ohio expansion targeted operation in Q2 2027. Existing customer shipments and future manufacturing capability should not be treated as the same delivered output.
Costs, funding and dependencies
Components, manufacturing ramp, staffing and customer construction schedules affect conversion. Project timing changes do not automatically mean cancellation, and reported supply congestion does not establish that a particular factory missed its deadline.
What to watch next
Compare each factory’s commissioning with its own target, then follow customer delivery, margins and cash generation. The company’s raised outlook remains an expectation rather than guaranteed future shipments.
www.vertiv.com ↗ · investors.vertiv.com ↗ · investors.vertiv.com · 2026-07-29 ↗
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.