Vertiv stock falls after Microsoft unveils advanced chip cooling system

Published 23/09/2025, 17:04
© Reuters.

Investing.com -- Vertiv Holdings Co. (NYSE: VRT) shares fell 7% Tuesday after Microsoft (NASDAQ: MSFT) announced the successful testing of a new microfluidic cooling system for data center chips that could potentially disrupt the thermal management market.

Microsoft’s new cooling technology removes heat up to three times more efficiently than cold plates, an advanced cooling method currently used in data centers. The system uses microfluidics to bring liquid coolant directly inside silicon chips through tiny etched channels, addressing the growing challenge of heat management in power-intensive AI applications.

The announcement represents a potential competitive threat to Vertiv, which specializes in critical digital infrastructure solutions including cooling systems for data centers. As a major provider of thermal management technologies for the rapidly expanding AI infrastructure market, Vertiv could face pressure if Microsoft’s technology gains widespread adoption.

Microsoft’s lab tests showed their microfluidic solution reduced the maximum temperature rise inside a GPU by 65%, though results vary by chip type. The technology also promises to improve power usage effectiveness and reduce operational costs - key selling points for data center operators.

The tech giant indicated it plans to investigate incorporating microfluidic cooling into future generations of its first-party chips and will work with fabrication and silicon partners to bring the technology into production across its data centers.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.