Vertiv Holdings is positioned as a digital infrastructure leader, serving AI data center customers. The company is riding a massive AI infrastructure wave, with a $15B backlog, 252% order growth, and 28% organic sales guidance for 2026—demand shows no signs of slowing. It is shifting from a low-margin industrial supplier to a high-margin AI powerhouse, driven by integrated systems like OneCore and SmartRun and Day-1 recurring service revenue.