15 AI Stocks Surging on News and Analyst Ratings

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7. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders: 91

Vertiv Holdings Co (NYSE:VRT) offers digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities. On May 19, the critical digital infrastructure provider confirmed its strategic alignment with NVIDIA’s announcement of 800 VDC power architectures for future AI-centric data centers. The 800 VDC power portfolio by Vertiv is planned for release in the second half of 2026, ahead of NVIDIA Kyber and NVIDIA Rubin Ultra platform rollouts.

The goal of this strategic alignment is to enable customers to deploy their power and cooling infrastructure in alignment with NVIDIA’s next-generation compute platforms. A major advantage of the 800 VDC is that it enables more efficient and centralized power delivery through reducing copper usage, current, and thermal losses. This is particularly useful now that rack power requirements in AI environments are scaling beyond 300 kilowatts.

“As GPUs evolve to support increasingly complex AI applications at giga-watt scale, power and cooling providers need to be equally innovative to provide energy-efficient and high-density solutions for the AI factories. While the 800 VDC portfolio is new, DC power isn’t a new direction for us, it’s a continuation of what we’ve already done at scale. We’ve spent decades deploying higher-voltage DC architectures across global telecom, industrial, and data center applications. We’re entering this transition from a position of strength and bringing real-world experience to meet the demands of the AI factory.”

-Scott Armul, executive vice president of global portfolio and business units at Vertiv.

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