Vertiv CEO raises alarm on heated AI hardware problem
VertivVertiv(US:VRT) Yahoo Finance·2026-01-31 02:03

The $4 trillion AI boom has largely been driven by Palantir’s sophisticated models and Nvidia's highly powered GPUs. Investors have poured billions of dollars into silicon, but a bottleneck formed as Rubin and Blackwell chips become smarter, faster, and… hotter. When chip power densities exceed what traditional cooling can maintain, these systems start to, well, not work. Chips like Nvidia Blackwell and Rubin require a sophisticated thermal cooling and power management system to prevent them from becoming ...