Vertiv supplies the power and thermal infrastructure inside AI datacenters – UPS systems, power distribution, and increasingly liquid cooling (CDUs, rear-door heat exchangers) needed as GPU racks outgrow air cooling. Its order backlog and guidance are treated as a direct signal of hyperscaler datacenter buildout pace, since it sits right where compute demand turns into physical construction spend. Liquid cooling adoption, driven by NVIDIA’s Grace Blackwell-generation power density, has become its fastest-growing product line.
Recent
- 2026-08-18 VRT fell ~7% as power/cooling infrastructure names sold off hardest following a WSJ analysis estimating ~$3T in off-balance-sheet AI infrastructure commitments across nine major tech firms. Sherwood News (independent)