Is Vertiv Holdings (VRT) The Best AI Data Center Stock to Buy Right Now?

We just covered the 12 Best AI Data Center Stocks to Buy Right Now and Vertiv Holdings Co (NYSE:VRT) ranks 2nd on this list.

Vertiv Holdings Co (NYSE:VRT) stock has emerged as the primary beneficiary of the transition from air cooling to liquid cooling. High-density AI chips, like NVIDIA’s Blackwell and beyond, generate so much heat that traditional fans are no longer sufficient. Vertiv’s liquid cooling solutions are now embedded across global hyperscale data center designs. Management recently noted at the JPMorgan Industrials Conference that AI infrastructure value has increased to roughly $3 million to $3.5 million per megawatt, as complex cooling systems carry higher price tags and better margins than legacy hardware.

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Photo from PBF Energy LinkedIn

Another catalyst for Vertiv Holdings Co (NYSE:VRT) stock is that the backlog for the firm reached record levels in early 2026. The company reported a $15 billion backlog in its Q4 2025 earnings report, a 109% increase year-over-year. Organic orders in late 2025 were up a staggering 252% compared to the prior year, driven by mega-orders from cloud titans racing to build AI clusters. Vertiv’s acquisition of BMarko Structures is viewed as a major event as well. This move allows Vertiv to build modular, pre-fabricated data centers in-house, reducing dependency on external contractors and speeding up the deployment of AI power systems. Following this acquisition, Citigroup and BNP Paribas raised their price targets to the $340–$345 range, citing improved scale and business resilience.

While we acknowledge the risk and potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VRT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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