Vertiv Ramps Up Capacity To Feed Surging AI Data Center Frenzy

Vertiv Holdings Co. plans to expand its manufacturing capacity in the Americas by adding or expanding four facilities in South Carolina, Pennsylvania, and Mexico, significantly increasing production for AI and high-density data center infrastructure. The South Carolina sites will boost capacity by approximately seven times, while the Mexicali expansion is expected to lift capacity by about 45%. Additionally, Vertiv announced an agreement to acquire ThermoKey to enhance its thermal management portfolio, with the deal expected to close in Q2 2026. Vertiv's stock has surged 173.24% over the past year, trading at $255.47, close to its 52-week high of $276.77.