Vertiv Partners with Nvidia, Reports 29% Revenue Growth in Q3 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 25 2026
0mins
Source: NASDAQ.COM
- Significant Revenue Growth: Vertiv reported $2.67 billion in revenue for Q3 2025, marking a 29% year-over-year increase, which highlights the company's strong performance amid rising data center expenditures and solidifies its market position.
- Improved Operational Efficiency: The company's operating income grew 39% year-over-year to $517 million, indicating that Vertiv is becoming more efficient in its core operations, thereby enhancing profitability and competitive edge.
- Strong Backlog: Vertiv's backlog reached $9.5 billion at the end of Q3 2025, ensuring a robust pipeline of work and revenue sources for the future, reflecting sustained demand for its cooling technologies in the market.
- Strategic Partnerships: The collaboration with Nvidia ensures that cooling systems are ready when new chips are designed, which not only strengthens Vertiv's technological capabilities but also provides additional growth opportunities moving forward.
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Analyst Views on VRT
Wall Street analysts forecast VRT stock price to fall
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 315.710
Low
195.00
Averages
206.07
High
230.00
Current: 315.710
Low
195.00
Averages
206.07
High
230.00
About VRT
Vertiv Holdings Co. provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. The Company operates in three business segments: the Americas; Asia Pacific, and Europe, Middle East & Africa. The Company's offerings include alternate current (AC) and direct current (DC) power management, thermal management, low/medium voltage switchgear, busbar, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, software for managing IT equipment, management systems for monitoring and controlling digital infrastructure, and services. It also provides preventative maintenance, acceptance testing, engineering and consulting, remote monitoring, training, spare parts, specialized fluid management, and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Digital Twin Capability: Vertiv's SmartRun digital twin technology, integrated into NVIDIA Omniverse DSX Blueprint, enables infrastructure to be designed, simulated, and validated before build-out, enhancing configurability and repeatability for AI factories.
- Accelerated Design Process: By shifting to a model-based approach, the SmartRun digital twin helps reduce design changes and integration risks, significantly shortening the time from planning to operational readiness while improving coordination across teams.
- Multi-Phase Strategy: The SmartRun digital twin represents the first phase in Vertiv's multi-phase AI factory digital twin roadmap, aimed at closing the gap between computing innovation and physical infrastructure readiness, preserving engineering intent throughout the lifecycle.
- Industry Collaboration Showcase: At Computex Taipei 2026, Vertiv will demonstrate SmartRun as both a physical infrastructure system and a configurable digital twin, showcasing how model-based design can support infrastructure planning and simulation workflows.
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- Event Schedule: COMPUTEX 2026 is set to take place from June 2 to June 5 at the Taipei Nangang Exhibition Center, where global tech giants will unveil the latest innovations in artificial intelligence and computing, likely drawing significant industry attention.
- Nvidia Keynote: Nvidia CEO Jensen Huang is scheduled to deliver a keynote at the GTC Taipei event on June 1, where he is expected to announce an accelerated release schedule for new data center GPU architectures, which could positively impact the company's stock price.
- Product Launch Highlights: At COMPUTEX 2024, Nvidia announced the annual launch of its Spectrum-X Ethernet networking platform, marking its technological leadership in AI, which is expected to drive increased market demand for its products.
- Industry Participants: In addition to Nvidia, major companies like Intel, Microsoft, and Google will also participate in the event, further enhancing COMPUTEX's industry influence and potentially creating new collaboration opportunities for exhibitors.
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- Keynote Schedule: Nvidia CEO Jensen Huang is set to deliver a keynote on June 1 at 11 a.m. local time during COMPUTEX 2026 in Taipei, which is expected to draw significant industry attention and potentially positively impact Nvidia's stock price.
- Historical Performance Review: During COMPUTEX 2024, Nvidia's stock surged by 10.4%, significantly outperforming the S&P 500's 1.4% gain, indicating the trade show's positive influence on the company's stock performance.
- Technology Release Strategy: Huang announced an acceleration in the release cadence for new data center GPU architectures from every two years to annually, a strategic shift aimed at strengthening Nvidia's leadership position in the competitive AI market.
- Industry Participation: COMPUTEX 2026 features participation from global tech giants such as Intel, Microsoft, and Qualcomm, highlighting the industry's focus on new technologies and potentially fostering collaboration and competition involving Nvidia.
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- Historical Performance Review: Over the past 20 years, the S&P 500 has achieved an annual return of 9.3% excluding dividends, while the total return including dividends reached 768%, demonstrating its strong position as a benchmark for the U.S. stock market.
- Future Growth Expectations: Wall Street analysts project a 25% increase in earnings for S&P 500 companies in 2026, up from 14% in 2025, primarily driven by robust spending on artificial intelligence infrastructure and corporate tax breaks.
- Market Risk Factors: While strong earnings growth is expected to drive the S&P 500 higher, economic uncertainties stemming from the Iran conflict and potential interest rate hikes could negatively impact the stock market, necessitating cautious investor strategies.
- Investment Recommendations: When considering investments in the S&P 500 index, investors should also explore other potential stocks, as the Motley Fool analyst team has identified 10 stocks that could yield significant returns in the coming years, highlighting diverse investment opportunities in the market.
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- Historical Performance: Over the past 20 years, the S&P 500 has delivered an annual return of 9.3% excluding dividends, underscoring its reliability as a benchmark for the U.S. stock market.
- Component Changes: In April 2026, Veeva Systems replaced Coterra Energy in the S&P 500 following its acquisition by Devon Energy, illustrating the impact of market dynamics and M&A activity on index composition.
- Future Earnings Expectations: Wall Street analysts project a 25% increase in S&P 500 company earnings for 2026, driven by robust spending on artificial intelligence infrastructure and corporate tax breaks, indicating strong growth potential.
- Economic Uncertainty: While analysts are optimistic about the S&P 500's future performance, the economic uncertainty stemming from the Iran conflict and potential interest rate hikes could negatively impact the stock market, prompting investors to proceed with caution.
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- Poll Results: A recent Gallup poll reveals that 71% of Americans oppose AI data center construction in their areas, with 48% strongly against it and only 7% in strong support, indicating significant public resistance to such developments.
- Construction Delays: Local opposition has blocked or delayed at least $64 billion in U.S. data center construction projects since 2024, and this figure is expected to rise as more projects face local zoning boards, highlighting the critical role of local governance in project approvals.
- Nuclear Solution: Nuclear company Oklo is building its first small modular reactor prototype, expected to provide 75 MW of power sufficient for about 50,000 homes, and has partnered with Vertiv to develop a cooling system that serves both the data center and the reactor, enhancing energy efficiency.
- Market Outlook: Although Oklo's business plan and technology remain highly speculative, Gallup's findings show that nuclear power plant construction is 18 percentage points more favorable than AI data centers, suggesting that if Oklo successfully launches its nuclear-powered data centers, its stock could become a significant long-term investment opportunity.
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