Vertiv Holdings Co. announced a significant expansion of its manufacturing footprint in the Americas, adding four new or expanded facilities in South Carolina, Pennsylvania, and Mexicali, Mexico. The move, disclosed on March 24, 2026, is designed to increase production capacity for infrastructure solutions, power management, and integrated cabinets that power high‑density AI data‑center deployments.
The new South Carolina site is expected to boost regional capacity by roughly seven times when fully ramped, while the Mexicali expansion will add about 45% more capacity. These increases are intended to meet the accelerating demand for AI‑ready data‑center infrastructure, allowing Vertiv to scale quickly and deliver high‑density solutions to hyperscalers and other large customers.
Vertiv’s Q4 2025 earnings underscored the strength of the AI market: adjusted diluted earnings per share rose to $1.36, beating analyst expectations of $1.30 by $0.06, while revenue of $2.88 billion matched forecasts. Organic orders surged 252% year‑over‑year, and the backlog reached $15.0 billion, signaling robust demand. For 2026, the company guided net sales of $13.25 billion to $13.75 billion and adjusted diluted EPS of $5.97 to $6.07, reflecting confidence in continued growth.
CEO Giordano Albertazzi said, "Vertiv sees AI as a long‑term, secular trend, and we are accelerating our capacity expansions to anticipate the continued growth in demand." He added, "Today's announcement represents the most recent steps in our continuous capacity planning and deployment approach, as we further increase our regional and global footprint. We remain committed to our strategy of delivering future‑ready, high‑density solutions that enable our customers to plan confidently for multiple generations of compute ahead." Chief product and technology officer Scott Armul noted, "The data center industry is continuing to rapidly evolve how it designs, builds, operates and services data centers, in response to the density and speed of deployment demands of AI factories."
The expansion aligns with Vertiv’s broader strategy to capture a larger share of the AI infrastructure market and to maintain its competitive edge in delivering integrated power, cooling, and rack systems for high‑density data centers. By expanding manufacturing capacity in key U.S. and Mexican locations, the company positions itself to meet the time‑to‑deployment expectations of hyperscalers and other large customers, reinforcing its role as a critical supplier in the AI ecosystem.
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