Vertiv Holdings reported Q2 2026 earnings on July 29 with diluted EPS growth of 53% and adjusted diluted EPS surging 60% compared to the same period last year. The company raised its full-year 2026 guidance across all major financial metrics for the second consecutive quarter. Vertiv has been linked to Hut 8’s $9.8 billion AI data center lease, one of the largest deals of its kind. The strong results underscore the AI infrastructure boom and signal that AI spending remains robust, which could mean tighter supply and higher costs for crypto miners trying to build or expand their own facilities as AI companies absorb data center capacity.
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