Vertiv: The AI Infrastructure Winner in India’s Boom

AfraSimon
12-11

Musk, Nadella, and Jassy all pushing India headlines within 24 hours…*very unusual*.

But can be very bullish for $Vertiv Holdings LLC(VRT)$ .

Vertiv is the “picks & shovels” guy for AI/data centers.

Already used by the big boys like $Microsoft(MSFT)$ $Amazon.com(AMZN)$.

Recent partnerships with $NVIDIA(NVDA)$ and $Caterpillar(CAT)$ , developing integrated power + cooling systems for AI infrastructure.

Multiple acquisitions in the last 2 quarters (Waylay, Great Lakes Data Racks) tell me they’re in full expansion mode.

And India? It’s becoming a core part of their global AI engine.

- opened a major manufacturing & test lab in Pune

- opened a training academy & “excellence lab” in Nov ’25

Meaning India isn’t just another market...it’s now a production & talent hub for Vertiv’s global AI pipeline.

So VRT is a major AI infrastructure player, expanding globally, acquiring aggressively, and already partnered with the biggest names?

That’ll play.

Chart’s been VERY strong, $180 looks like a great initial entry area.

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