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Aeva has the kind of customer list lidar startups chase: Daimler Truck, a Top 10 European OEM, NVIDIA, Forterra, Nikon and smart-infrastructure deployments. The catch is that revenue is still $6.3 million a quarter, broad-based deliveries are not expected in 2
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SEC filings, financial facts, source resources, and Goglides workspace context for Vertiv Holdings Co.
OpenAI data centers need power and cooling before they need another software demo.
OpenVertiv reported 2025 revenue of $10.2 billion and Q1 2026 revenue of $2.6 billion. The thesis depends on data-center demand, backlog conversion, margin durability, supply-chain execution, capital discipline and whether AI infrastructure demand stays profitable
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