AI Defense Stock VisionWave Holdings, Inc. (Nasdaq: $VWAV) Update on Discussions for Strategic Opportunities in Indian Defense Modernization; @VWAVInc

 

AI Defense Stock VisionWave Holdings, Inc. (Nasdaq: $VWAV) Update on Discussions for Strategic Opportunities in Indian Defense Modernization; @VWAVInc

 

 

West Hollywood, California August 21 2025 –  ( Investorideas.com Newswire)  Breaking Defense Stock News -VisionWave Holdings, Inc. (Nasdaq: VWAV), a U.S.-based defense technology company specializing in advanced imaging, autonomous systems, and its proprietary Evolved Intelligence (EI) powered threat detection, today announced meaningful progress in its engagement with India’s evolving defense modernization landscape.

 

The Company has initiated exploratory discussions with leading defense entities and system integrators in India with the goal of obtaining multi-year procurement and battlefield technology upgrade programs.

 

According to SIPRI 2024 and India’s latest Union Budget 2025-26, India represents one of the world’s largest and fastest-growing defense markets, with annual expenditures exceeding $80 billion and modernization initiatives projected at more than $250 billion this decade. VisionWave believes its platform and EI core technologies, which is built around real-time autonomous threat detection, super-resolution radar, and advanced sensor fusion, are strongly aligned with India’s strategic goals of enhancing armored mobility, force survivability, and indigenous defense capabilities as part of its next-generation active protection and counter-UAS solutions.

 

Paid News Dissemination on behalf of VWAV

 

Read this news featuring VWAV in full at: https://www.investorideas.com/co/bnix/news/2025/08211VisionWave-India-Defense-Update.asp

 

The opportunities under discussion are aligned with armored fleet upgrades and innovation initiatives and include:

·        Integration of VisionWave’s modular counter-UAS solutions and proprietary detection systems into next-generation armored platforms, delivered as part of the VisionWave Tactical Active Protection System (T-APS);

·        Participation in demonstration trials of counter-UAS solutions with integrated detection systems under India’s battlefield innovation initiatives;

·        Retrofitting VisionWave’s Tactical Active Protection System (T-APS) to strengthen force protection and survivability across legacy armored fleets.

 

To support these initiatives, VisionWave has executed a mutual non-disclosure agreement with a domestic Indian defense partner and is in advanced discussions seeking to enter into a memorandum of understanding (MoU) to govern future collaboration. In parallel with its ongoing live-fire trial program in Abu Dhabi, which is scheduled for September 2025, VisionWave is evaluating the feasibility of a similar live demonstration in India, subject to regulatory coordination and program readiness.

 

“India is a strategically important market for VisionWave, and we are committed to supporting its defense innovation objectives with our scalable, proprietary, EI-driven technologies,” said Noam Kenig, CEO of VisionWave. “We see growing demand for Active Protection Systems, counter-UAS capabilities, the elimination of incoming threats, and real-time sensing — all areas where VisionWave maintains a clear technological edge.”

 

This initiative directly aligns with VisionWave’s previously disclosed strategic roadmap. As noted in the Company’s most recent SEC filings:

 

“The Indian Ministry of Defense is working with Target to install and deploy its solutions along India’s borders. This engagement is structured as a 10-year agreement to provide Target’s solutions and ongoing services. As part of this initiative, Target anticipates establishing manufacturing facilities in India, enabling a substantial long-term partnership and large-scale deployment.”

(Source: SEC filing, VisionWave S-4/A Prospectus, Page 170)

 

VisionWave remains committed to advancing international partnerships that align with its mission to deliver dependable, real-time, and life-saving technologies to defense and security forces worldwide.

 

About VisionWave Holdings Inc.

VisionWave Holdings Inc. (Nasdaq: VWAV) is a U.S.-based defense technology company advancing next-generation battlefield capabilities through EI-powered sensing platforms and autonomous defense systems. Leveraging proprietary super-resolution radar, multispectral, and radio-frequency imaging technologies, VisionWave provides real-time threat detection, enhanced force survivability, and superior decision-making across air, land, and sea domains.

 

Forward-Looking Statements

This press release includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “estimate,” “plan,” “project,” “forecast,” “intend,” “will,” “expect,” “anticipate,” “believe,” “seek,” “target” or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements also include, but are not limited to, statements regarding projections, estimates and forecasts of revenue and other financial and performance metrics, projections of market opportunity and expectations, the estimated implied enterprise value of the Combined Company, VisionWave Holdings’ ability to scale and grow its business, the advantages and expected growth of the Combined Company, the Combined Company’s ability to source and retain talent, and the cash position of the Combined Company following closing of the Business Combination, as applicable. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of VisionWave Technologies’ management and are not predictions of actual performance.

 

These statements involve risks, uncertainties and other factors that may cause actual results, levels of activity, performance, or achievements to be materially different from those expressed or implied by these forward-looking statements. Although each of BNIX, VisionWave Technologies and VisionWave Holdings believes that it has a reasonable basis for each forward-looking statement contained in this press release, each of BNIX, VisionWave Technologies and VisionWave Holdings cautions you that these statements are based on a combination of facts and factors currently known and projections of the future, which are inherently uncertain. In addition, there are risks and uncertainties described in the definitive proxy statement/prospectus mailed to BNIX stockholders, and filed by the Combined Company with the SEC and other documents filed by the Combined Company or BNIX from time to time with the SEC. These filings may identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. BNIX, VisionWave Technologies and VisionWave Holdings cannot assure you that the forward-looking statements in this press release will prove to be accurate. These forward-looking statements are subject to a number of risks and uncertainties, including, among others, the ability to recognize the anticipated benefits of the Business Combination, costs related to the Business Combination, the risk that the Business Combination disrupts current plans and operations as a result of the announcement and consummation of the Business Combination, the outcome of any potential litigation, government or regulatory proceedings, and other risks and uncertainties, including those to be included under the heading “Risk Factors” in the definitive proxy statement/prospectus mailed to BNIX stockholders, and those included under the heading “Risk Factors” in the annual report on Form 10-K for the fiscal year ended December 31, 2024, of BNIX and in its subsequent quarterly reports on Form 10-Q and other filings with the SEC. There may be additional risks that BNIX, VisionWave Technologies and VisionWave Holdings presently do not know or that the parties currently believe are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In light of the significant uncertainties in these forward-looking statements, nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. The forward-looking statements in this press release represent the views of BNIX, VisionWave Technologies and VisionWave Holdings as of the date of this press release. Subsequent events and developments may cause those views to change. However, while BNIX, VisionWave Technologies and VisionWave Holdings may update these forward-looking statements in the future, there is no current intention to do so, except to the extent required by applicable law. You should, therefore, not rely on these forward-looking statements as representing the views of BNIX, VisionWave Technologies and VisionWave Holdings as of any date subsequent to the date of this press release. Except as may be required by law, BNIX, VisionWave Technologies and VisionWave Holdings do not undertake any duty to update these forward-looking statements.

 

For more information, visit: www.vwav.inc

Investor Contact:
investors@vwav.inc

 

VisionWave is a Featured Defense stock on Investorideas.com

https://www.investorideas.com/CO/BNIX/

 

Disclaimer/Disclosure: VisionWave Holdings, Inc. is a paid featured defense company on Investorideas.com. Investorideas.com is a digital publisher of third party sourced news, articles and equity research as well as creates original content, including video, interviews and articles. Original content created by investorideas is protected by copyright laws other than syndication rights. Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. Contact management and IR of each company directly regarding specific questions.
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Defense AI Stock VisionWave (NASDAQ: $VWAV) Announces two intellectual property updates; Radio Wave Finder technology and Evolved Intelligence™ (EI) @VWAVInc

 

Defense AI Stock VisionWave  (NASDAQ: $VWAV) Announces two intellectual property updates; Radio Wave Finder technology and Evolved Intelligence™ (EI) @VWAVInc

 

 

 

WEST HOLLYWOOD, Calif., August 19, 2025 – ( Investorideas.com Newswire) Breaking Defense stock news- VisionWave Holdings, Inc. (Nasdaq: VWAV) (“VisionWave” or the “Company”), a defense technology company specializing in AI-powered sensing and autonomous threat-response systems, today announced two intellectual property updates that seek to strengthen its technology and intellectual property strategy. VisionWave has accelerated prosecution of a continuation patent related to its Radio Wave Finder technology.  Further, VisionWave is introducing Evolved Intelligence™ (EI), VisionWave’s real-time, embedded AI engine designed for defense-grade autonomy at the edge.

 

Paid News Dissemination on behalf of VWAV

 

Read this news, featuring VWAV in full at https://www.investorideas.com/CO/BNIX/news/2025/08191visionwave-defense-ai-radio-wave-finder-evolved-intelligence.asp

 

USPTO update - Radio Wave Finder continuation

On August 12, 2025, the U.S. Patent and Trademark Office (“USPTO”) issued a first Office Action on the Company’s continuation application. The Office Action raised a procedural double-patenting matter that can be addressed via a Terminal Disclaimer; no other substantive issues were identified. VisionWave filed its formal response - including a Terminal Disclaimer - on August 18, 2025, to help expedite examination. The Company filed its response six days after the Office Action, demonstrating timely attention to IP matters. Patent issuance is not guaranteed until granted by the USPTO. The continuation describes a multi-planar radio-wave detection and imaging system with an AI analysis component for use across air, water, ground, and space domains.

 

Technology Momentum - Evolved Intelligence™ (EI)

EI is VisionWave’s real-time, embedded AI engine engineered for split-second, on-device decision-making in contested or bandwidth-limited environments. Its modular architecture combines multi-modal sensor fusion with a deterministic, edge-optimized runtime to deliver low-latency perception, prediction, and control across drones, unmanned ground vehicles, guided munitions, sensors and humanoid robotics. EI is intended to serve as a common autonomy layer across sensors and platforms.  Separately, VisionWave has filed a U.S. trademark application for EVOLVED INTELLIGENCE™ (Serial No. 99317884); registration is not guaranteed and remains subject to standard USPTO examination.

 

Management commentary

Noam Kenig, Chief Executive Officer, VisionWave said “EI is designed to combine logic- and data-driven models with an added reasoning layer, with the goal of enabling more context-aware decision support in real time.” Mr. Kenig continued “our RF-to-image sensing approach is being developed to improve range and reduce clutter in contested environments.”

“EI is built for deterministic, low-latency decisions at the edge. Our patent-pending multi-planar RF-to-image sensing architecture synchronizes phased arrays with on-device inference to reconstruct high-fidelity target signatures from sparse emissions - cutting clutter and boosting range and precision. Coupled with EI’s fusion layer, it is being developed with the goal of improving range and precision in contested EW environments” added, Dr. Danny Rittman, Chief Technology Officer, VisionWave.

 

Recent U.S. government initiatives and semiconductor programs underscore broader demand trends for edge-based autonomy. While VisionWave’s technologies may be applicable in these areas, the Company has not entered into agreements under such programs. VisionWave’s recent IP filings reflect an ongoing strategy to strengthen protection of its inventions and related brand assets.

 

Below is a summary of VisionWave EI offering:

·        Deterministic edge autonomy: bounded-latency inference and control for mission-critical timing.

·        Multi-modal fusion: radar/RF/EO/IR/system-health unified into a coherent operating picture.

·        Patent-pending RF-to-image sensing: multi-planar architecture designed to reduce clutter and enhance range/precision.

·        Scalable runtime: modular, hardware-agnostic deployment across air, land, sea, and stationary sensors.

·        IP + TM protection: expanding patent estate plus the EVOLVED INTELLIGENCE™ trademark to protect the technology and brand assets.

·        Program-ready posture: designed for comms-denied/GPS-denied operations and export-control-aware integrations.

 

Trademark Notice

EVOLVED INTELLIGENCE™ is a trademark of VisionWave Holdings, Inc. U.S. trademark registration is pending and not guaranteed.

 

About VisionWave Holdings, Inc.

VisionWave Holdings Inc. (Nasdaq: VWAV) is a U.S.-based defense technology company advancing next-generation battlefield capabilities through AI-powered sensing platforms and autonomous defense systems. Leveraging proprietary super-resolution radar, multispectral, and radio-frequency imaging technologies, VisionWave provides real-time threat detection and decision-support capabilities across air, land, and sea domains. The Company is incorporated in Wilmington, Delaware, with its operational headquarters in West Hollywood, California, and maintains advanced research and development operations in Canada.

 

Forward-Looking Statements

This press release includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "expect," "anticipate," "believe," "seek," "target" or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements also include, but are not limited to, statements regarding projections, estimates and forecasts of revenue and other financial and performance metrics, projections of market opportunity and expectations, the estimated implied enterprise value of the Combined Company, VisionWave Holdings' ability to scale and grow its business, the advantages and expected growth of the Combined Company, the Combined Company's ability to source and retain talent, and the cash position of the Combined Company following closing of the Business Combination, as applicable. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of VisionWave Technologies' management and are not predictions of actual performance.

 

These statements involve risks, uncertainties and other factors that may cause actual results, levels of activity, performance, or achievements to be materially different from those expressed or implied by these forward-looking statements. Although each of BNIX, VisionWave Technologies and VisionWave Holdings believes that it has a reasonable basis for each forward-looking statement contained in this press release, each of BNIX, VisionWave Technologies and VisionWave Holdings cautions you that these statements are based on a combination of facts and factors currently known and projections of the future, which are inherently uncertain. In addition, there are risks and uncertainties described in the definitive proxy statement/prospectus mailed to BNIX stockholders, and filed by the Combined Company with the SEC and other documents filed by the Combined Company or BNIX from time to time with the SEC. These filings may identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. BNIX, VisionWave Technologies and VisionWave Holdings cannot assure you that the forward-looking statements in this press release will prove to be accurate. These forward-looking statements are subject to a number of risks and uncertainties, including, among others, the ability to recognize the anticipated benefits of the Business Combination, costs related to the Business Combination, the risk that the Business Combination disrupts current plans and operations as a result of the announcement and consummation of the Business Combination, the outcome of any potential litigation, government or regulatory proceedings, and other risks and uncertainties, including those to be included under the heading "Risk Factors" in the definitive proxy statement/prospectus mailed to BNIX stockholders, and those included under the heading "Risk Factors" in the annual report on Form 10-K for the fiscal year ended December 31, 2024, of BNIX and in its subsequent quarterly reports on Form 10-Q and other filings with the SEC. There may be additional risks that BNIX, VisionWave Technologies and VisionWave Holdings presently do not know or that the parties currently believe are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In light of the significant uncertainties in these forward-looking statements, nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. The forward-looking statements in this press release represent the views of BNIX, VisionWave Technologies and VisionWave Holdings as of the date of this press release.

 

Subsequent events and developments may cause those views to change. However, while BNIX, VisionWave Technologies and VisionWave Holdings may update these forward-looking statements in the future, there is no current intention to do so, except to the extent required by applicable law. You should, therefore, not rely on these forward-looking statements as representing the views of BNIX, VisionWave Technologies and VisionWave Holdings as of any date subsequent to the date of this press release. Except as may be required by law, BNIX, VisionWave Technologies and VisionWave Holdings do not undertake any duty to update these forward-looking statements.

 

For more information, visit: www.vwav.inc

Investor Contact: investors@vwav.inc 

 

VisionWave is a Featured Defense stock on Investorideaas.om

https://www.investorideas.com/CO/BNIX/

 

Disclaimer/Disclosure: VisionWave Holdings, Inc. is a paid for featured defense company on Investorideas.com. Investorideas is a digital publisher of third party sourced news, articles and equity research as well as creates original content, including video, interviews and articles. Original content created by investorideas is protected by copyright laws other than syndication rights. Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. Contact management and IR of each company directly regarding specific questions.
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AI Infrastructure Stocks to Watch as Demand Grows

AI Infrastructure Stocks to Watch as Demand Grows

 

Stocks Mentioned: New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) (Nasdaq: $NEHC), Applied Digital Corporation (Nasdaq: $APLD), CoreWeave (Nasdaq: $CRWV) Vertiv Holdings Co. (NYSE: $VRT)

 

 

 

Investorideas.com (www.investorideas.com), a leader in retail investor trading ideas for AI and tech stocks issues a snapshot on the growing AI infrastructure market, featuring New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) (Nasdaq: NEHC), a next-generation platform developing integrated solutions across energy, power, and digital infrastructure.

 

According to Research and Markets, “The AI Infrastructure market is estimated to reach USD 394.46 billion by 2030, growing at a CAGR of 19.4% between 2024 and 2030. The AI infrastructure market is being driven by the rapid growth in data generation due to digital transformation, IoT, social media, and e-commerce, which requires advanced computing and storage to manage vast datasets for AI and machine learning models. Additionally, the increasing need for cloud-based AI infrastructure in data centers is reshaping how companies manage complex AI workloads, with major cloud providers investing heavily in AI-ready infrastructure to meet growing global and industry-specific demands.”

 

With generative AI growing and evolving faster than anyone predicted, these numbers could also be accelerated and the race for digital infrastructure is on.

 

Headlines are buzzing about the surging demand for AI infrastructure with some of the rising stars in the sector including Applied Digital Corporation (Nasdaq: APLD), CoreWeave (Nasdaq: CRWV) and Vertiv Holdings Co. (NYSE: VRT).

 

Now, a company that has a history as an energy supplier is aiming to power up the AI revolution. Advancing into this new dynamic, New Era Helium, Inc. (Nasdaq: NEHC) just announced it has changed its corporate name to New Era Energy & Digital, Inc., and will begin trading under its new Nasdaq symbol NUAI, effective August 13, 2025.

 

Paid News dissemination for New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.).

Read this news in full at https://www.investorideas.com/news/2025/technology/08121ai-infrastructure-stocks-to-watch.asp

This rebrand reflects the Company’s recent strategic transformation into a vertically integrated energy supplier, creating a platform for next-generation digital infrastructure and integrated power assets, including powered land and powered shells. The Company delivers turnkey solutions that will enable hyperscale, enterprise, and edge operators to accelerate data center deployment, optimize total cost of ownership and future-proof their infrastructure investments. New Era Energy & Digital, Inc. (Nasdaq: NUAI), projects generational AI infrastructure demand will grow exponentially over the next decade, driven by rising capacity and significant increases in sector investment. 

 

The Company remains under the same leadership team and continues to execute the strategy it introduced with its Texas Critical Data Centers (TCDC) project focused on integrating behind-the-meter power (off-grid) and real estate (“Powered Land”), and digital infrastructure tailored for the rapidly expanding AI compute market.

 

Texas Critical Data Centers, currently under development in Ector County, Texas is a scalable, up to 1 gigawatt (GW) AI and high-performance computing (HPC) campus designed to meet accelerating demand for compute capacity and clean energy. Located in one of North America’s leading AI corridors, TCDC will deliver liquid-cooled, high-efficiency compute infrastructure with speed, resilience, and sustainability.

 

In line with its strategic focus on power and compute infrastructure, the Company is in discussions with various parties on how best to maximize its natural gas and helium assets. The Company remains committed to the global AI ecosystem, where helium continues to play a crucial role in semiconductor manufacturing and the future growth of AI. The Company will seek to maximize shareholder value of its natural gas and helium assets while pivoting to AI infrastructure development efforts. Updates will be provided as developments occur.

 

The Company has launched a newly updated website featuring refreshed branding and messaging.[DS1]  A revised investor presentation outlining the strategic roadmap will be available shortly.

 

E. Will Gray II, CEO of New Era Helium, Inc. commented: “This name change marks the next chapter. It’s a clear signal of who we are and where we’re headed. We are the bridge between Silicon Valley and Houston, connecting the compute demands of tomorrow with the energy systems of today, for a shared digital future. With a growing base of vertically integrated assets, from powered land to powered shells, we bring deep infrastructure and energy expertise to help hyperscale, enterprise, and edge operators deploy future-ready HPC campuses faster. Our new name: New Era Energy & Digital, perfectly captures the full breadth of our expanded strategic vision: delivering the physical foundation that powers American innovation.”

 

On July 30^th, Applied Digital Corporation (Nasdaq: APLD), a designer, builder and operator of next-generation digital infrastructure reported financial results for the fiscal fourth quarter and fiscal year ended May 31, 2025. The Company also provided an operational update. Looking at their numbers and commentary from management, the AI infrastructure demand is a driving force in their revenue growth,

 

From the news:

Fiscal Fourth Quarter 2025 Financial Highlights:

·        Revenues: $38.0 million, up 41% from the prior year comparable period

·        Net loss attributable to common stockholders: $26.6 million, down 25% from the prior year comparable period

·        Net loss attributable to common stockholders per basic and diluted share: $0.12, down 57% from the prior year comparable period

·        Adjusted net loss attributable to common stockholders: $7.6 million

·        Adjusted net loss attributable to common stockholders per diluted share: $0.03

·        Adjusted EBITDA: $1.0 million

 

Recent Highlights:

·        Announced 250MW AI Data Center Leases With CoreWeave (Nasdaq: CRWV) in North Dakota - Over the approximately 15-year lease terms, Applied Digital anticipates generating approximately $7 billion in contracted revenue from the leases.

 

·        Since the end of the fourth quarter 2025, CoreWeave exercised its option for an additional 150MW, which would bring the total capacity leased by CoreWeave to 400MW and would add approximately $4 billion in contracted revenue, which would bring total contracted revenue to approximately $11 billion for the approximately 15-year lease terms.

 

·        Released white paper, AI Factory: A Case Study of Total Ownership, which explains how site selection in regions like the Dakotas and data center design choices can significantly reduce the long-term costs of generative AI infrastructure.

 

“Building on the momentum from these leases and the surging demand for AI infrastructure, we’re actively marketing our multi-gigawatt pipeline to a diverse group of customers,” said Wes Cummins, Chairman and CEO of Applied Digital. “Over the past two years, we’ve streamlined our processes, enhanced our building design for greater flexibility, and established a repeatable approach supported by a strong supply chain. As a result, we’ve reduced projected build times from 24 months to 12 to 14 months, which we believe will enable us to deliver large-scale projects faster and more efficiently.”

 

Strengthening its position as a leader in AI infrastructure, CoreWeave (Nasdaq: CRWV) recently announced it closed a $2.6 billion delayed draw term loan facility ("DDTL 3.0 Facility"), continuing the company’s investment in world-class infrastructure tailored for artificial intelligence. The funding will be used to support the purchase and maintenance of advanced equipment, hardware, and cloud infrastructure systems to deliver services under a long-term agreement with OpenAI.

 

"We’re proud to partner with leading financial institutions on this landmark transaction that delivers on our commitment to lower our cost of capital," said Brannin McBee, Chief Development Officer and co-founder of CoreWeave. "This is another step forward in our ability to provide our highly specialized AI cloud platform at massive scale to meet the demands of our innovative clients."

 

"CoreWeave is an important partner in OpenAI’s overarching AI infrastructure platform," said Sarah Friar, CFO of OpenAI. "Scaling advanced AI requires world-class compute infrastructure, and partnering with CoreWeave and leading financial institutions enables us to train more capable models and deliver better experiences to people around the world."

 

Analysts and investors are loving the AI infrastructure boom.

 

According to a recent article, “Vertiv Holdings Co. (NYSE: VRT) has delivered standout stock performance in 2025, up 23% in 2025, significantly outpacing the S&P 500 Index’s ($SPX) 8.7% gain during the same timeframe. Over the past 12 months, Vertiv stock surged nearly 97%, significantly outperforming the S&P 500’s 20% growth. Notably, a major portion of Vertiv’s gains occurred after April, with shares up 46% over the past three months.”

 

“Vertiv Holdings was recently rated ‘Outperform’ by William Blair analysts, citing its pivotal role in meeting surging demand for artificial intelligence-driven data center infrastructure. The expanding adoption of generative AI, cloud software, and high-performance computing is driving a projected annual increase in data center capacity of 13-20 GW through 2030, leading to a potential 100 GW in new capacity.”

 

On July 30^th the company reported financial results for its second quarter ended June 30, 2025.

 

From the news:

Vertiv delivered strong second quarter performance with net sales of $2,638 million, representing a 35% increase ($685 million) from the prior year period, driven by robust data center demand and continued market penetration. Orders momentum remained robust, with second quarter 2025 organic orders increasing approximately 15% year-over-year and 11% sequentially from first quarter 2025. Our TTM organic orders for the period ending June 30, 2025 grew approximately 11% compared to the prior year TTM period, reflecting sustained market demand. Our strong market position is evidenced by our growing backlog of $8.5 billion and a book-to-bill ratio of approximately 1.2X for the quarter.

 

"Vertiv's second quarter performance demonstrates the strength of our market position and our ability to execute at scale," said Giordano Albertazzi, Vertiv's Chief Executive Officer. "Our 35% sales growth and robust orders momentum reflect both strong market demand and our expanded capabilities to serve our customers' increasingly complex infrastructure needs. We are strategically investing in capacity expansion and accelerating our innovation pipeline to capitalize on unprecedented data center growth, particularly in AI-enabled infrastructure. The announced agreement to acquire Great Lakes Data Racks & Cabinets further strengthens our position in the fast-growing data center market. As we progress on our strong growth trajectory, we are vigorously addressing some temporary margin challenges which we anticipate will be materially addressed by the end of 2025. Given our strong performance, backlog and positive outlook, we are raising our full-year adjusted diluted EPS, net sales, adjusted operating profit and adjusted free cash flow forecast, positioning Vertiv for even stronger performance in the quarters ahead."

 

Beyond the hype of the AI infrastructure demand surge, the revenue growth opportunity is real, and as New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) (Nasdaq: NEHC) said in its recent news,  “We are the bridge between Silicon Valley and Houston, connecting the compute demands of tomorrow with the energy systems of today, for a shared digital future.”

 

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