ABB AI Infrastructure and Vertiv Crossread Update

ABB's stock is supported by explosive Q4 order growth from data center peer Vertiv, which reported a 252% increase in orders. This validates the rapid growth in AI infrastructure demand, a key growth area for ABB.

Key Takeaways

• 1.Data center peer Vertiv reported a 252% y/y surge in Q4 orders, signaling massive demand for AI infrastructure.
• 2.This strong crossread validates ABB's own growth commentary regarding its data center business, which makes up 9% of its revenue.
• 3.Vertiv is guiding for 28% sales growth in 2026, indicating sustained momentum in the sector for the next two years.

Table of Contents

• Executive Summary
• Facts / Assessment
• Conclusion
• Recommendation
• Valuation
• Stock data
• Analyst team

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