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Shares in data center equipment company Vertiv (NYSE: VRT) increased by 19% in June, supported by positive indications from partner Nvidia (NASDAQ: NVDA), suggesting robust growth in data center capital spending despite earlier concerns. Nvidia reported a 73% year-over-year increase in data center-related revenue for Q1 2026.
While some analysts anticipate a natural correction in AI and data center spending, others believe the market is still in its early stages, with persistent demand for data center capacity anticipated to drive future investments. Vertiv has raised its full-year 2025 sales guidance to between $9.325 billion and $9.575 billion, reflecting market optimism.
