AI Demand Reaccelerates

Vertiv’s Q3 beat and higher 2026 revenue guide prove that hyperscaler spending on AI power and cooling infrastructure is still expanding faster than expected. Investors treat the result as a confirmation that Goldman Sachs’ $1.2 trillion AI capex forecast is translating into near-term equipment orders.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.