VR VRT Vertiv Holdings Co Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions

HST order growth of 17% is being driven by AI-related demand, including power generation for data centers and optical switching, and management has unusually high visibility into this backlog (up to 12 months) due to customers ramping aggressively. — The strong order visibility for AI-related components suggests data center buildouts are accelerating, with potential positive implications for other suppliers in the AI supply chain.

IDEX's HST segment saw 34% organic order growth in Q4 2025, driven by data center/AI buildouts, and management notes this momentum continued into January, indicating a potential inflection in demand for related capital equipment. — Sustained order momentum from IDEX, a supplier of critical components for data center cooling and power generation, suggests ongoing robust capital investment in AI infrastructure by hyperscalers.