Vertiv has raised its full-year forecast after Q2 revenue jumped 35% to $2.64B, fueled by surging demand for AI-ready infrastructure. Orders rose 15% year-over-year, with a backlog now at $8.5B. Despite margin pressures, leadership remains focused on scaling R&D and global manufacturing. As AI reshapes data center needs, Vertiv’s strategic positioning signals its intent to lead—not just follow—the next wave of digital infrastructure evolution.