Product Manager

AST SpaceMobile and Vertiv Holdings represent contrasting investment opportunities in high-growth sectors. AST operates a satellite-based cellular broadband network connecting standard mobile phones in remote locations. In July 2026, the company completed a $1.15 billion convertible notes offering but reported a negative 1,296% net income margin for the quarter ended March 2026. Vertiv designs and manufactures critical systems for data centres and communication networks. The company recently acquired thermal engineering firms ThermoKey and Strategic Thermal Labs, generating a 15% net income margin for the quarter ended June 2026. Revenue performance differs markedly between the two. AST's quarterly revenue fluctuated from $1.1 million to $54.3 million over recent quarters. Vertiv demonstrated consistent growth, expanding from $2.1 billion to $3.3 billion quarterly. AST trades at 225 times trailing revenue, whilst Vertiv trades at nine times revenue.

Bitzero & Vertiv: tackling AI's power and cooling needs. August 04, 2026 Bitzero is partnering with Vertiv to strengthen its critical power, cooling and infrastructure capabilities for the AI and HPC data centres of the future What happens when the demands of AI data centres become too much for traditional infrastructure approaches? Bitzero's answer is to bring more of the specialist expertise needed to build them under one roof, starting with a new collaboration with Vertiv. The sustainable high-performance compute and AI data centre infrastructure provider has partnered with Vertiv to strengthen its capabilities across critical power, thermal management and infrastructure deployment. The relationship is designed to support Bitzero's plans for AI, high-performance computing (HPC) and hyperscale data centres, giving the company access to Vertiv's engineering expertise and infrastructure technologies as it develops its portfolio. "Bitzero is intentionally building an ecosystem of leading providers across every critical layer of data centre delivery," says Bitzero Founder & CEO, Mohammed Bakhashwain. "Following our previously announced relationships, Vertiv further enhances our technical depth across critical power, thermal management and infrastructure solutions, while strengthening our supply chain capabilities as we continue advancing our platform for hyperscale, AI and HPC applications." Power and cooling move up the agenda. Increasing compute density is placing greater demands on the systems that keep those servers powered and within operating temperatures. That puts critical power and cooling at the heart of data centre design as AI and HPC workloads drive higher power densities. Vertiv brings expertise across both areas, with its role in the collaboration expected to include critical power systems, thermal management and advanced liquid cooling design and engineering. Liquid cooling is now a vital element of AI infrastructure as conventional air cooling is harder to apply efficiently at higher rack densities. For Bitzero, access to this expertise forms part of a wider strategy to assemble the technical capabilities required to deliver modern high-performance compute environments. "Successfully scaling AI requires more than advanced compute, it requires end-to-end infrastructure capable of supporting increasingly demanding power and thermal profiles," says Paul Ryan, President for Europe, Middle East and Africa (EMEA) at Vertiv. "Vertiv draws on decades of experience in critical digital infrastructure to help organisations deploy and operate the power and cooling systems that underpin AI and HPC environments, helping accelerate AI readiness and support faster time-to-token outcomes. "We are pleased to support Mohammed and the Bitzero team as it expands its capabilities to meet growing customer demand." Building an infrastructure ecosystem. The Vertiv collaboration is part of Bitzero's broader effort to establish a network of specialist providers spanning technical design and supply chain coordination. Instead of treating power, cooling and other infrastructure requirements as separate elements, Bitzero says it is developing an integrated execution platform that can bring these capabilities together as projects move from design to delivery. The approach also reflects the growing importance of modular and integrated infrastructure as operators look to deploy AI capacity more quickly. Bitzero says Vertiv's technologies will form a key pillar within its execution platform, supporting the delivery of resilient and scalable infrastructure. The company's focus is now on combining these relationships with its portfolio of sites and development strategy, with Vertiv adding another specialist capability to its delivery network. Company Portals

Vertiv hosts Technovation 2026, its fifth engineering innovation forum to celebrate excellence in engineering at Vertiv. Event brought over 700 Vertiv participants from engineering hubs and 137 technical presentations. Vertiv hosted Technovation 2026 at its Global Engineering Center in Pune. Now in its fifth edition, the forum gave engineers across Vertiv's global hubs a platform to present technical work on AI and high-density data center infrastructure, energy efficiency and power management, and AI-enabled operations and infrastructure digitalization. The event drew more than 700 participants across Vertiv's teams, with a total of 137 innovation presentations. The day's agenda included a keynote address from Asim Tewari, a professor at India Institute of Technology Bombay, innovation insights from Gregory Ratcliff, chief innovation officer at Vertiv, hackathon updates from Kent Darzi, senior director of software monitoring at Vertiv, and a leadership perspective from Scott Armul, chief product and technology officer at Vertiv. The day also featured panel discussions, poster and demo showcases with live judge interaction, and an awards ceremony recognizing top entries. Steve Blackwell, vice president of engineering at Vertiv, spoke on engineering in the age of AI. "Days like this are why I'm excited about where our engineering organization is headed. We're learning and growing fast, and that energy was everywhere at Technovation 2026. As engineers, we're still the ones accountable for what we build; that hasn't changed even as we leverage AI to accelerate our design cycles. What has changed is how we think about ourselves: we are beginning to operate as AI-native engineers and seeing that mindset show up across this year's entries was one of the most encouraging parts of the event," said Blackwell. "Technovation continues to be one of the most energizing weeks on our calendar. What stood out most was the level of employee-led participation, with nearly 90 percent of the reviewed work coming directly from our own people. That speaks to the culture we continue to build. Innovation is never just about technology or patents; it's about engineers who are driven to solve problems with integrity, and watching that play out again this year was genuinely rewarding," said David Yao, senior director of the integrated business services hub in Pune at Vertiv.