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Vertiv's CEO Giordano Albertazzi confirmed that the company is significantly expanding its liquid cooling capacity to address the rising demands from AI infrastructure, especially from Nvidia. During the Q4 2025 earnings call, he highlighted that organic orders surged 252% year-over-year, leading to a backlog of $15 billion, a 109% increase.

For 2026, Vertiv projects net sales of $13.25 billion to $13.75 billion. To support this growth, Vertiv plans to increase capital expenditures to 3-4% of sales and has made strategic acquisitions, including PerchRight, to improve fluid management in liquid-cooled data centers.