Vertiv unveils cooling and power design for NVIDIA AI platform

COLUMBUS, Ohio - Vertiv (NYSE: VRT), a global infrastructure solutions provider with a market capitalization of $41.3 billion and impressive revenue growth of 20.4% over the last twelve months, announced a new reference architecture for cooling and power solutions supporting the NVIDIA GB300 NVL72 platform with capabilities for rack densities up to 142kW, according to a company press release. InvestingPro analysis shows the company maintains a "GREAT" financial health score, positioning it well for continued innovation in the AI infrastructure space.

The design is part of Vertiv’s 360AI infrastructure platform and includes 3D digital assets compatible with NVIDIA Omniverse Blueprint for AI factory design and operations. These simulation tools allow customers to test and validate infrastructure configurations before physical deployment. With a strong current ratio of 1.72 and liquid assets exceeding short-term obligations, Vertiv demonstrates the financial stability needed to support such innovative technological developments.

The reference architecture offers both air-cooled and hybrid cooling configurations that the company claims can achieve up to 70% better annual energy efficiency through higher water temperatures.

Scott Armul, executive vice president at Vertiv, said the design allows customers to "optimize their AI-focused data centers digitally before a single physical module is built."

Vertiv is also collaborating with NVIDIA on future 800 VDC data center power infrastructure supporting 1 MW IT racks, with solutions expected to be available starting in 2026.

The company states the architecture delivers 1.5 times more AI performance, up to 50% faster on-site builds, and requires 30% less physical space compared to previous solutions.

Dion Harris, senior director at NVIDIA, noted that the collaboration aims to help organizations "deploy next-generation data centers that are more efficient, scalable, and ready for the most demanding AI workloads."

Vertiv, headquartered in Westerville, Ohio, provides power, cooling and IT infrastructure solutions in more than 130 countries. For investors seeking deeper insights into Vertiv’s AI-driven growth potential and financial outlook, InvestingPro offers comprehensive analysis with 15+ additional ProTips and detailed metrics in its Pro Research Report, available exclusively to subscribers.

In other recent news, Vertiv Holdings Co reported its first-quarter 2025 financial results, exceeding analyst expectations with an adjusted diluted earnings per share of $0.64, surpassing the forecasted $0.61. The company’s revenue also outperformed projections, reaching $2.04 billion against a forecast of $1.94 billion. Evercore ISI has increased its price target for Vertiv to $150, maintaining an Outperform rating, citing the company’s growth potential in the AI data center market. JPMorgan continues to rate Vertiv as Overweight, with a stable price target of $100, highlighting the company’s strong growth narrative despite weaker-than-expected margins due to tariff impacts.

Vertiv announced the upcoming retirement of its Chief Financial Officer, David Fallon, while maintaining its financial outlook for 2025, emphasizing strong momentum in the data center market. The company has also appointed Mike Giresi as the new global Chief Information Officer to lead initiatives in AI adoption and cybersecurity. Vertiv’s proactive measures to mitigate tariff impacts and maintain supply chain resilience remain a focal point for the company. Analysts from Evercore ISI have noted Vertiv’s potential to sustain high revenue growth and significant margin increases, driven by its capabilities in liquid cooling and power management.

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