Vertiv
Power & thermal-management infrastructure leader
Vertiv is a leading provider of data-center power (UPS, switchgear, busway) and thermal management, and a primary beneficiary of the AI liquid-cooling transition via CDUs, cold plates, and rack-integrated cooling. It partners closely with NVIDIA on reference designs for GB200/GB300 deployments and reports AI-driven backlog growth. Its end-to-end power-and-cooling portfolio positions it as a one-stop AI data-center infrastructure supplier.
Portfolio
UPS/switchgear + liquid cooling/CDUs
Partner
NVIDIA GB200/GB300 reference designs
Driver
AI-cooling backlog growth
How it fits the stack
Vertiv with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Vertiv in the AI stack. Vertiv with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 3 entities, 2 relationships
- Vertiv —uses→ Liquid Cooling
- Vertiv —partners with→ Nvidia
Depends on ↑ · 1
Context — capital, rivals, policy · · 1