Get Ready for This AI Data Center Stock to Play Catch Up and Surge in 2026.

Global markets remain supported by ongoing enthusiasm for artificial intelligence (AI) and the build-out of data center infrastructure. Hyperscalers and large technology companies continue to invest heavily, with data center M&A reaching about $61 billion through 2025, topping the prior year’s record. While some strategists warn that parts of the AI trade may be stretched, demand for physical infrastructure is still driving the theme.

Within that backdrop, Vertiv (VRT) appears positioned to catch up. Barclays just upgraded the stock to “Overweight,” citing recent weakness as a more attractive entry point. The bank highlights Vertiv’s heavy exposure to data centers, which account for roughly 80% of sales, and expects 2026 earnings to come in above Street estimates.