$VRT

Flex agreed to acquire EPC Power for $4.4B, adding power conversion tech for data centers. Deal expected to close in Q4 2026, with EPC Power joining Flex's CPI segment before a planned 2027 spin-off. Vertiv to buy Utility Innovation Holdings for $1.45B to speed up data center power solutions. Salute to acquire T5 Operations, expanding its data center services. LITEON invested $176M in DCX Liquid Cooling for AI server power management. GoPro merging with Starman Optical to enter AI and defense ma

Siemens and Reinhausen are collaborating on a solid-state transformer for 800 VDC AI data centres. PSI raised $58M to optimize data centre systems. Equinix and CPP Investments acquired atNorth for $4B. Vertiv bought UIG for $1.45B to boost power solutions. These developments highlight investments in AI-ready data centre infrastructure.

Vertiv (VRT), Applied Optoelectronics (AAOI), and Innodata (INOD) have pulled back from 2026 highs despite strong growth. VRT reported 24% YoY sales growth and raised its 2026 outlook. AAOI saw 86% YoY revenue growth and expects high demand for its products. INOD delivered 58% YoY revenue growth and anticipates 40% growth in 2026.

Vertiv (VRT) agreed to acquire UtilityInnovation Group for $1.45 billion upfront, with up to $1.15 billion more contingent on earnings milestones. The deal aims to address power constraints in AI data centers, with UIG designing microgrids. Vertiv expects the acquisition to close in Q4 2026 and boost earnings per share. The company plans to fund the deal from existing cash resources, with shares up 4.6% on the news.

Eaton (ETN), Vertiv (VRT), and Quanta (PWR) provide critical infrastructure for AI data centers. Eaton reported a 307 GW backlog, Vertiv saw 24% revenue growth and $925M in free cash flow, while Quanta's backlog reached $48B. All three companies raised guidance.

Vertiv (NYSE:VRT) reported Q2 2026 revenue of $3.274B, up 24.1%, and raised full-year EPS growth guidance to 58-61% due to strong AI demand. Schneider Electric (OTC:SBGSF) reported H1 2026 revenue of €21.2B, up 14% organic, with its Energy Management segment growing 18%. Both companies are benefiting from AI infrastructure growth, but Vertiv is more directly exposed to hyperscale AI cooling.

Caterpillar (CAT), Eaton (ETN), and Vertiv (VRT) are industrial companies benefiting from AI-driven data center demand. CAT reported $20.5B Q2 revenue, ETN $8.53B, and VRT $3.27B, with respective stock gains of 91%, 13%, and 115% over the past year. These companies provide power and cooling solutions crucial for AI infrastructure, positioning them as key players in the AI expansion.

Vertiv agreed to acquire UIG for $1.45B, valuing it at 13x 2027 earnings, to expand into power management for AI data centers. The deal, expected to close in Q4 2026, includes UIG's microgrid technology, crucial for Africa's unreliable power grids. Vertiv is also supplying infrastructure for Airtel Africa's Nigerian data center, with plans for further projects in Kenya.

Vertiv, a supplier to Airtel Africa's 42MW Nigerian data center, agreed to acquire UtilityInnovation Group for up to $2.6B, including $1.45B in cash and $1.15B in performance-related payments. The deal adds microgrid technology for data centers, which could be relevant for Airtel Africa's projects, though no specific plans have been announced. The transaction is expected to close in Q4 2026, subject to regulatory approvals.

Vertiv (VRT) reported Q3 2025 adjusted EPS of $1.24, beating estimates by 25.01%, with revenue of $2.68B, up 29.1% YoY. Organic orders rose 60% YoY, pushing backlog to $9.5B. Adjusted operating margin expanded to 22.3%. The Americas segment grew 42.9%, while EMEA lagged, prompting restructuring. Full-year 2025 adjusted EPS guidance raised to $4.10, with organic growth targeted at 26–28%.