Vertiv Holdings ( VRT ) is a critical player in the global buildout of AI factories. Among other things, the company provides data center cooling technology. The GPUs required to make AI work require several interoperabilities of several innovative technologies, not least ofAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own ...