Vertiv vs. Broadcom: Which AI Infrastructure Stock Has More Upside?

Vertiv VRT and Broadcom AVGO are major players in the AI and data center infrastructure markets. Vertiv supplies critical power, cooling and physical infrastructure for AI data centers, while Broadcom provides custom AI accelerators, networking and connectivity technologies used in large-scale AI clusters. So, Vertiv or Broadcom— Which of these AI Infrastructure stocks has the greater upside potential? Let's find out. The Case for VRT Stock Vertiv is benefiting from strong demand for AI infrastructure as hyperscalers, colocation providers, neocloud operators and enterprises continue to expand data-center capacity. The company's global pipeline remains robust across its core markets, particularly in the Americas and APAC regions.