The Nvidia partner's stock continues to surge on ongoing optimism and news flow around AI data centers.

Shares in data center infrastructure company and Nvidia partner Vertiv Holdings ( VRT 0.07% ) surged by 18.2% in September, according to data provided by S&P Global Market Intelligence . The move follows an excellent period of news flow on Vertiv's primary end market, specifically AI-driven data center spending.

Vertiv's and hyperscalers' roles in data centers

The company provides power, thermal management, and other critical data center infrastructure. The key metric that investors follow is its order flow, as orders typically flow into revenue and cash flow. However, the key to growing that metric is the willingness of hyperscalers (large-scale public cloud providers t

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