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AI Infrastructure Boom: Vertiv and Amphenol Poised for Growth

9/10/2025

50 6 Full Breakdown

Summary

Story summary

Vertiv and Amphenol play crucial roles in the AI infrastructure sector, with Vertiv providing power and cooling solutions for data centers and Amphenol supplying connectors for AI hardware.
The AI infrastructure market was valued at $87.6 billion in 2025 and is expected to grow to $197.64 billion by 2030, reflecting a CAGR of 17.71%.
Both companies stand to benefit from the projected increase in AI infrastructure demand.

History

Historical Context

The global data center market, valued at approximately $30 billion in 2015, has rapidly expanded alongside the rise of artificial intelligence (AI). By 2030, the AI infrastructure market is projected to reach $197.64 billion, reflecting a compound annual growth rate of 17.71%. This growth underscores the increasing demand for robust technology infrastructure to support AI advancements across various industries.

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Story summary

Vertiv and Amphenol play crucial roles in the AI infrastructure sector, with Vertiv providing power and cooling solutions for data centers and Amphenol supplying connectors for AI hardware.
The AI infrastructure market was valued at $87.6 billion in 2025 and is expected to grow to $197.64 billion by 2030, reflecting a CAGR of 17.71%.
Both companies stand to benefit from the projected increase in AI infrastructure demand.

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