---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000466749.md"
description: "Vertiv beat December expectations and guided March revenue 6% above the Street. Investors’ central question remains: how long can this better-than-expected growth last? I believe it can continue for multiple years, as the inference build is just beginning and the required infrastructure appears many times larger than the current AI training buildout. $Vertiv(VRT.US) is a holding in our $LOUP Frontier Tech ETF.To view LOUP’s current holdings, visitSource: Gene Munster"
datetime: "2026-02-11T21:37:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000466749.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000466749.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000466749.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Vertiv beat December expectations and guided March…


### Related Stocks

- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [LOUP.US](https://longbridge.com/en/quote/LOUP.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**