AI EXPOSURE
Vertiv
Reports by region, not by end market, so the AI share is unknowable from the filings. The backlog is the tell — and backlog is an order book, not revenue.
AllFactsAI holds no position in Vertiv (VRT), as at 23 September 2026.
Not disclosed
Backlog, end of 2025: $15.0bn, up 109% year on year — Vertiv now reports it once a year, with its annual results
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EVERY FACT WE HAVE ON Vertiv
- Vertiv Holdings, which makes the power and thermal systems AI data centres run on, reported net sales of $3.274 billion for the second quarter of 2026, up 24% year-over-year, citing intensifying demand for AI and general-purpose compute infrastructure Vertiv's Q2 2026 net sales: $3.274 billion, up 24% year-over-yearQ2 2026 · Source Vertiv Holdings
- Vertiv, which builds data-centre power and cooling, ended 2025 with an order backlog of $15.0 billion — up 109% in a yearQ4 2025 · Source Vertiv Q4 2025 results release
Vertiv on the channel
Vertiv (VRT): $15bn of orders, and no AI figure anywhere in the filing
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Vertiv has $15bn of orders. Why that is not revenue
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Vertiv: from burning $250m to $1.89bn of free cash flow in three years
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Vertiv: what every AI data centre buys before a chip. Orders up 109%
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