Vertiv (VRT) leads in liquid cooling for AI data centers, and its stock has risen 700% over the past five years, while the article presents nVent Electric (NVT) as having a chance to become the next Vertiv at a lower valuation. Both companies raised full-year forecasts and hold large backlogs: $2.5 billion for nVent versus $15 billion for Vertiv. nVent has a $21 billion market cap against Vertiv's $80 billion, and its revenue grew 53% year over year versus 24% for Vertiv. Its forward P/E is 19.5 compared with Vertiv's 21.8, and its free cash flow rose 125% to $167 million. The article notes that Vertiv has greater AI exposure, while nVent's more diversified business leaves more room for its AI segment to expand.
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