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Vertiv sales correlate with U.S. data center construction activity
Monday, January 5, 2026 at 04:46 PM
Analysis indicates a direct correlation between Vertiv sales figures and the volume of U.S. data center construction projects since 2018.
Context
Vertiv sales have maintained a near 1:1 correlation with U.S. data center construction data since 4Q18, positioning the firm as a direct barometer for the physical AI infrastructure expansion. This link underscores how new construction starts immediately trigger demand for the company's critical power and cooling systems. In its latest financial results, Vertiv reported $2.68 billion in quarterly sales—a 29% year-over-year jump—confirming that the data center buildout remains in high gear across the Americas and Asia-Pacific regions.
The company enters 2026 with a record $9.5 billion backlog and organic orders surging 60%, providing exceptional visibility into future earnings. Full-year 2025 revenue is expected to surpass $10.2 billion as hyperscalers transition to high-density liquid cooling solutions, which are projected to grow at a 40% compound annual rate through 2028. With a potential S&P 500 inclusion slated for early 2026, Vertiv remains a central pillar of the global semiconductor and AI supply chain.
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