The article discusses the performance of Vertiv Holdings Co’s stock, which has outperformed Nvidia’s stock since their respective earnings reports. Vertiv, a provider of critical digital infrastructure and continuity solutions, has seen its stock surge by over 50% since reporting earnings on February 23rd. This outperformance comes amid a broader rally in AI-related stocks, fueled by the growing interest and investment in artificial intelligence technologies. The article highlights that while Nvidia is a prominent player in the AI space, Vertiv’s solutions are crucial for supporting the infrastructure required to run AI applications and data centers. The company’s strong financial results and growth prospects in the data center market have contributed to the stock’s impressive performance. The article suggests that Vertiv’s outperformance relative to Nvidia underscores the broader investment opportunities emerging from the AI boom, beyond just the semiconductor companies directly involved in AI chip development.