In this episode of the Titanium Economy Podcast, Akshay Sethi, President and Head of Commercial Excellence at Ayna, talks with Anand Sanghi, President, Americas at Vertiv about how AI is driving changes in infrastructure, innovation, and business growth. They discuss Vertiv’s approach to scaling global operations, staying close to customers, and using R&D to stay ahead in a fast-changing tech landscape. They also discuss how the company navigates AI demand, develops reliable solutions, and plans for the future of critical infrastructure.

• Introduction & Vertiv's Business: End-to-end power and cooling for critical digital infrastructure — data centers, semiconductor plants, hospitals, and mission-critical environments globally.
• AI-Driven Growth & Transformation: Generative AI has pushed rack power density from single-digit to 150+ kilowatts. Vertiv has repositioned as a technology-industrial hybrid at the intersection of advanced manufacturing and digital infrastructure.
• Strategy & AI Ecosystem: Vertiv anticipates silicon roadmaps two chip generations ahead. Customer intimacy and power-thermal convergence underpin its integrated data center and AI factory portfolio.
• Capital Allocation & R&D: Disciplined organic growth with selective M&A. R&D spend grows ~20% annually, compressing product cycles to 12 months.
• Market Metrics & Demand: Key forward indicators: qualified pipeline, silicon deployment volumes, and capacity ramp flexibility.
• Leadership Philosophy: Purpose-driven, humble leadership shaped by three decades of global cycles and early-career values.