Side-by-side comparison of AI visibility scores, market position, and capabilities
Vertiv Holdings (VRT) reported $7.9B revenue in FY2024, up 20% YoY. #1 data center power and cooling infrastructure provider. Key AI infrastructure play. HQ: Columbus, OH. Market cap ~$35B.
Vertiv Holdings Co. is a global provider of critical digital infrastructure and continuity solutions, headquartered in Columbus, Ohio. The company designs, manufactures, and services power, cooling, and IT infrastructure for data centers, communication networks, and commercial and industrial environments. Formerly a GE Capital and Emerson Electric portfolio company, Vertiv went public via SPAC in 2020. It reported revenues of $7.9B in FY2024, up 20% year-over-year, driven by explosive growth in AI-related data center buildout.
Publicly traded cloud data management and cyber resilience platform (RBRK) for enterprise backup, recovery, and ransomware protection; converged scale-out infrastructure replaces traditional backup software and media server architectures.
Rubrik is a cloud data management and cyber resilience platform that provides enterprise backup, disaster recovery, ransomware protection, and data governance from a converged scale-out infrastructure that replaces traditional backup software and media server architectures with a software-defined approach running on commodity hardware or cloud. The platform's policy-driven data management engine allows administrators to define service level objectives — backup frequency, retention periods, recovery point objectives, and replication targets — at the virtual machine, application, or workload level, and the Rubrik cluster automatically manages all backup operations, deduplication, encryption, and tiering to object storage or cloud according to those policies without manual job scheduling. This policy-first model eliminates the operational complexity of managing thousands of individual backup jobs and schedules that makes traditional backup administration a full-time function at large enterprises.
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