VRTVertiv Holdings Co

Amazon to Sell Trainium AI Chips Externally, Challenging Nvidia

“More AI chip deployments at third-party DCs drive liquid cooling and power hardware demand.”

Supermicro Secures $7B to Unlock $39B AI Server Backlog

“Vertiv supplies PDUs, UPS, and liquid cooling critical to every SMCI AI server rack deployment.”

Apollo & Blackstone Close $35B Private Credit Deal for Anthropic Compute

“Liquid cooling and power distribution for dense GPU clusters is Vertiv's core product set.”

Nvidia Invests $2B in Marvell, Expands AI Datacenter & Optical Interconnect Partnership

“Denser AI clusters from Marvell optical interconnects drive higher thermal loads requiring Vertiv's liquid cooling.”

Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership

“Cerebras WSE clusters draw extreme power density; Vertiv's liquid cooling and power systems are the critical enabler.”

Amazon Announces Multibillion-Dollar Data Center Campus in Missouri

“Vertiv supplies liquid cooling and thermal management systems Amazon needs for high-density AI racks.”

AMD & Meta Deploy 6 Gigawatts of AMD GPUs in Expanded Partnership

“Vertiv supplies power and thermal management systems directly into GPU-dense data centers.”

Amazon's $17.5B AI Debt Raise Signals $200B Capex Supercycle

“Power distribution and thermal management equipment is a direct spend category in every Amazon datacenter.”

AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY

“AMD MI450 GPU racks drive liquid cooling and power density upgrades — Vertiv's core TAM.”

IREN Signs $1.6B Dell Blackwell AI Systems Deal to Power $3.4B Cloud Contract

“Critical power and thermal management infrastructure inside IREN's Blackwell AI data centers.”

Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%

“Vertiv's liquid cooling and thermal systems are critical for every AI data center GPU cluster.”

Amazon borrows $17.5B from banks to fund AI infrastructure buildout

“Vertiv is the dominant thermal management vendor for hyperscale AI clusters including AWS.”

OpenAI files for IPO at a reported $852B valuation

“Every funded OpenAI campus needs Vertiv-class power and liquid cooling.”