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    How Investors May Respond To Vertiv (VRT) Deepening Its Role In Hut 8’s AI Data Center

    Simply Wall St·12/20/2025 12:21:03
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    • Earlier this week, Hut 8 Corp. announced that Jacobs Solutions will serve as EPCM partner for its River Bend AI data center campus, working alongside Vertiv to deliver tightly coordinated engineering, procurement, construction management, and critical power and cooling infrastructure.
    • This collaboration highlights Vertiv’s growing role in next-generation AI facilities that aim to set new standards for reliability, safety, and high-density infrastructure design.
    • We’ll now explore how Vertiv’s expanded role in Hut 8’s AI data center project may influence its existing investment narrative.

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    Vertiv Holdings Co Investment Narrative Recap

    To own Vertiv today, you need to believe AI-driven data center buildouts will keep requiring the kind of high-density power and cooling solutions Vertiv specializes in, and that it can execute without major margin setbacks. The Hut 8 and Jacobs EPCM collaboration reinforces Vertiv’s presence in flagship AI campuses but does not materially change the near term picture, where the key catalyst remains AI infrastructure demand and the biggest risk is any slowdown or disruption in that buildout cycle.

    Among recent announcements, Vertiv’s US$1.0 billion acquisition of PurgeRite looks especially relevant, since it deepens the company’s capabilities in liquid cooling and lifecycle services that AI campuses like Hut 8’s River Bend are expected to need. Together, PurgeRite’s specialized fluid management and Vertiv’s broader power and thermal portfolio position the company to capture more system level opportunities if AI data center investment and higher rack densities continue to scale.

    Yet beneath the AI excitement, investors should be aware of the risk that hyperscale and cloud giants could eventually bring more of this power and cooling expertise in house...

    Read the full narrative on Vertiv Holdings Co (it's free!)

    Vertiv Holdings Co's narrative projects $13.9 billion revenue and $2.3 billion earnings by 2028. This requires 15.2% yearly revenue growth and a roughly $1.5 billion earnings increase from $812.3 million today.

    Uncover how Vertiv Holdings Co's forecasts yield a $196.83 fair value, a 23% upside to its current price.

    Exploring Other Perspectives

    VRT 1-Year Stock Price Chart
    VRT 1-Year Stock Price Chart

    Seventeen fair value estimates from the Simply Wall St Community span roughly US$123.78 to US$218.78, showing how far apart views on Vertiv can be. As you weigh those opinions, consider how much confidence you have in the AI data center buildout remaining strong enough to support Vertiv’s current catalysts despite execution and competition risks that could influence future performance.

    Explore 17 other fair value estimates on Vertiv Holdings Co - why the stock might be worth as much as 37% more than the current price!

    Build Your Own Vertiv Holdings Co Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Vertiv Holdings Co research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free Vertiv Holdings Co research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Vertiv Holdings Co's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.