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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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Hanoi has submitted an important proposal to the Pacific Construction Group (China) regarding the Văn Cao – Hòa Lạc metro line, a project with total investment of 72.3 trillion dong. On the afternoon of April 9, a Memorandum of Understanding on cooperation was signed between the Hanoi Department of Construction…
There are countless ways to invest in artificial intelligence (AI), including buying companies that build AI software, businesses developing AI computing units, and firms supporting the infrastructure needed for AI to scale. One company that is drawing attention for its role in the AI build-out is Vertiv, which focuses on power delivery and cooling for data centers.
Data centers require more than computing hardware to operate. They also depend on reliable energy delivery and cooling systems. Vertiv provides the hardware and software used to run cooling systems, positioning it to benefit as data center capacity expands to support AI workloads.
Vertiv is reporting strong momentum in its services business, with backlog growth significantly faster than revenue. In the fourth quarter, the company’s organic revenue increased 19% year over year. Over the same period, organic orders rose 252% year over year, and its backlog climbed 109%.
The company’s results point to accelerating demand for its offerings, consistent with the scale of spending by AI hyperscalers on data center infrastructure. Because Vertiv’s business includes a software component, the company’s subscription revenue could continue even after initial data center build-outs are completed.
Many market participants project that the AI data center build-out will continue through at least 2030. If that timeline holds, Vertiv’s backlog and services exposure could support ongoing growth over a multi-year horizon.
Vertiv expects a strong 2026. The average Wall Street analyst projection cited in the article is approximately 34% growth. While that pace is described as slower than some other AI-related companies, it is characterized as a steady income stream.
Despite the growth outlook, the article notes that Vertiv trades at 43 times forward earnings, implying a premium valuation relative to its current growth rate.
Based on the combination of strong backlog growth and a premium valuation, the article concludes that Vertiv is an “OK buy” at present. It suggests the investment case would improve if Vertiv’s growth accelerates meaningfully or if its valuation declines, while still arguing that the stock could deliver market-beating returns from current levels.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
