Browsing Tag
Vertiv
9 posts
Jabil’s AI infrastructure flywheel hits $13.6bn as $JBL trades within striking distance of its 52-week high
Jabil ($JBL) raises FY26 revenue to $35B as AI revenue hits $13.6B, announces Adani India alliance. Full executive analysis on the AI infrastructure thesis here.
Dycom, Vicor, Shoals and Luxfer hit 52-week highs as data center and defense demand surges
AI data center power demand and a rearming defense sector drove Dycom, Vicor, Shoals, and Luxfer to 52-week highs, with Dycom surging 28% on record results. Read more.
Blackstone (NYSE: BX) to acquire majority stake in Advanced Cooling Technologies as AI data centre heat surge reshapes thermal management market
Blackstone (BX) agrees to acquire a majority stake in Advanced Cooling Technologies as AI-driven data centre heat loads push liquid cooling toward a $30bn market. Read more.
Why pre-engineered racks are becoming the hot ticket in hyperscale AI computing
Vertiv bets on pre-engineered racks as hyperscale AI data centers demand faster deployment and AI-ready liquid cooling solutions.
Investors eye synergies as Vertiv bets on pre-engineered rack solutions for AI workloads
Vertiv targets $35–50M cost synergies and 11–13x EBITDA multiples with AI-focused pre-engineered racks. Analysts hint at mid-single-digit revenue growth.
Can Vertiv outpace competitors with Great Lakes’ custom rack technology?
Vertiv’s Great Lakes acquisition boosts its AI-ready rack portfolio. Can it outpace Schneider & Eaton in high-density data centers?
What Great Lakes brings to Vertiv’s AI-ready infrastructure push: three quick insights
Vertiv’s Great Lakes deal strengthens AI-ready data center strategy with regional manufacturing, custom racks, and retrofit-friendly enclosures.
Vertiv’s Great Lakes acquisition likely to clear HSR review by Q3 2025 amid edge infrastructure growth
Vertiv’s acquisition of Great Lakes is expected to clear U.S. HSR review by Q3 2025, with non-overlapping portfolios and strong edge market synergy.
How Vertiv’s $200m Great Lakes deal signals a race for AI-ready data center racks
Vertiv’s $200M Great Lakes deal shows the AI-ready data center race heating up. What does this mean for hyperscale and enterprise IT buyers?