Key Takeaways VRT's orders rose 21% with a 1.4 book-to-bill ratio, while backlog climbed 30% year over year to $9.5B. VRT's$1B Purge Rite deal and NVIDIA tie-up boost its AI-focused thermal and power solutions. APLD's $11B CoreWeave deal and faster build times drive its AI data center expansion. Vertiv (VRT) and Applied Digital (APLD) are major players in the data center infrastructure market. While Vertiv offers advanced thermal and power management systems tailored for large-scale data centers, Applied D ...