VRTVertiv Holdings Co

Anthropic Signs $45B, 460MW Compute Deal with Nscale in West Virginia

“Vertiv supplies thermal management and power distribution for large AI data centers like this one.”

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.”