Core Insights - Vertiv has made significant progress in its collaboration with NVIDIA to develop 800 VDC power architectures, moving from concept to engineering readiness, with a planned release in the second half of 2026 to support NVIDIA's 2027 rollout of Rubin Ultra platforms [1][2][3] Group 1: Industry Context - The data center industry is facing a critical transition as traditional 54 VDC systems cannot meet the megawatt-scale demands of accelerated computing, prompting the need for scalable 800 VDC systems integrated with energy storage [2][4] - Larger AI workloads are reshaping data center design, necessitating a fundamental shift in power architectures to support the unprecedented power demands of AI workloads [3][4] Group 2: Company Developments - Vertiv is finalizing component specifications for its 800 VDC platform designs, which include centralized rectifiers, high-efficiency DC busways, and rack-level DC-DC converters to meet future NVIDIA compute demands [2][3] - The company is actively engaged in early design phases of several large AI factory projects, validating its reference designs against real-world gigawatt-scale demands [4][5] Group 3: Service and Support - Vertiv's global service model is crucial for safely servicing complex 800 VDC environments, providing operational confidence for mission-critical AI deployments [5][6] - The company has over 4,000 field service engineers, enhancing its serviceability for both AC and DC systems [5][6]
From Vision to Readiness: Vertiv Collaborates with NVIDIA to Advance 800 VDC Platform Designs to Power the Next Generation of AI Factories