NEW YORK, May 27, 2025 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating Vertiv Holdings Co (NYSE: VRT) on behalf of the company's shareholders. The investigation seeks to determine whether Vertiv Holdings Co's directors breached their fiduciary duties in connection with recent corporate actions.If you are a shareholder of Vertiv Holdings Co and are interested in obtaining additional information about your rights and options, please visit us at: https://pjlfirm.com/vertiv-holdings-c ...

Company Insights - Vertiv announced a strategic alignment with Nvidia for AI data centers, focusing on the deployment of 800 VDC power architectures, with a comprehensive portfolio expected in the second half of 2026 [1] - Medical Properties Trust reported a quarterly FFO of 14 cents per share, missing the analyst consensus estimate of 15 cents, and quarterly sales of $223.80 million, which also fell short of the $229.81 million estimate [2] - Nucor Corporation reported better-than-expected earnings for the first quarter, with earnings of 77 cents per share, surpassing the consensus estimate of 64 cents, and quarterly sales of $7.83 billion, exceeding the $7.23 billion estimate [3] Stock Performance - Vertiv shares increased by 0.6% to settle at $104.20 [5] - Medical Properties Trust shares decreased by 1.3% to close at $4.56 [5] - Nucor shares fell by 0.9% to settle at $110.69 [5]

Core Insights - Vertiv confirms strategic alignment with NVIDIA's AI roadmap, planning to deploy 800 VDC power architectures for next-generation AI-centric data centers by the second half of 2026, ahead of NVIDIA's platform rollouts [1][2] Group 1: Product Development - Vertiv's upcoming 800 VDC power portfolio will include centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems, enhancing its existing power management solutions [3] - The 800 VDC solutions are designed to meet the increasing rack power requirements in AI environments, which are scaling beyond 300 kilowatts, by reducing copper usage, current, and thermal losses [3] Group 2: Strategic Positioning - Vertiv's experience in DC power spans over two decades, with a history of ±400 VDC deployments, establishing the company as a leader in higher-voltage DC architectures [4] - The 800 VDC portfolio is a key component of Vertiv's "unit of compute" strategy, designed for homogeneous AI zones in hyperscale environments, allowing all infrastructure components to operate as a modular and scalable system [5] Group 3: Market Differentiation - Vertiv's support for both AC and DC architectures serves as a strategic differentiator in the evolving AI data center landscape, enabling customers to align their power and cooling infrastructure with NVIDIA's next-generation compute platforms [2][5]

Company Overview - Nebius Group is a spinoff from the Russian internet conglomerate Yandex and is now listed on the Nasdaq after raising $700 million through a private placement involving Nvidia [3] - The company focuses on outfitting data centers with advanced GPU architecture and operates an AI services business called Toloka, which has received funding from Bezos Expeditions [4] Financial Performance - In Q4 2024, Nebius generated $37.9 million in revenue, marking a 466% year-over-year increase, with AI infrastructure contributing over half of this revenue and growing by more than 600% annually [6] - The annual recurring revenue (ARR) reached $90 million in December, with expectations to exceed $220 million by the end of Q1 and forecasted to be between $750 million to $1 billion by year-end [8] Market Position and Growth Potential - Nebius is involved in the rollout of Nvidia's latest GPU architecture, Blackwell, across Europe and the U.S., positioning itself well in the growing AI infrastructure market [8] - Major cloud hyperscalers, including Microsoft, Alphabet, Amazon, and Meta Platforms, are projected to spend over $300 billion on capital expenditures in the current year, providing a favorable macro environment for Nebius [9] Stock Performance and Investment Outlook - Nebius stock is currently trading below previous highs but has shown recent momentum due to positive market trends, particularly related to new tariff agreements between the U.S. and China [10] - The upcoming Q1 earnings call is critical for assessing whether Nebius meets its ARR goal of $220 million and for understanding management's forecasts for the remainder of the year [11]

Core Insights - Vertiv Holdings (VRT) and TE Connectivity (TEL) are significant players in the AI infrastructure sector, providing essential components for data centers [1] - AI infrastructure spending is projected to exceed $200 billion by 2028, presenting substantial investment opportunities for both companies [2] Vertiv Holdings (VRT) - Vertiv's product portfolio includes thermal systems, liquid cooling, UPS, switchgear, busbar, and modular solutions, with organic orders growing approximately 20% in the last 12 months [3] - The company reported a book-to-bill ratio of 1.4 for Q1 2025, indicating strong demand, and a backlog growth of 10% sequentially and 25% year over year, reaching $7.9 billion [3] - Vertiv introduced the CoolLoop Trim Cooler, which offers up to 70% energy savings and 40% space reduction, enhancing cooling solutions for AI applications [4] - The company launched four new systems aimed at improving power efficiency and thermal management in AI-driven data centers [5] - Vertiv's partnerships with companies like NVIDIA and Intel are crucial for its growth [6] TE Connectivity (TEL) - TEL is experiencing growth due to increasing demand for connectivity solutions in AI, automotive electrification, and industrial automation, with orders reaching $4.25 billion, a 6% increase year over year [7] - The company anticipates revenue growth exceeding $700 million in fiscal 2025, driven by strong momentum in AI applications [8] - TEL's digital data networks business saw nearly 80% organic growth in Q2 2025, fueled by demand from hyperscale AI platforms [9] Price Performance and Valuation - Year to date, Vertiv's shares have decreased by 7.1%, while TE Connectivity's shares have increased by 13.6% [10] - Vertiv shares are currently overvalued with a Value Score of D, trading at a forward Price/Sales ratio of 4.02X, compared to TEL's 2.80X and a Value Score of B [14] - Earnings estimates for Vertiv in 2025 are $3.55 per share, reflecting a 24.56% year-over-year increase, while TEL's estimates are $8.19 per share, indicating an 8.33% increase year over year [16] Conclusion - TE Connectivity is positioned as the stronger investment option due to robust growth in AI applications, solid earnings estimates, and attractive valuation compared to Vertiv [17]

Vertiv (VRT) 2025 Conference Summary Industry Overview - The discussion primarily revolves around the **data center cooling industry**, specifically focusing on **liquid cooling** and **thermal management** solutions. Key Points and Arguments Liquid Cooling Market - Vertiv holds a **20-25% market share** in air cooling and aims to maintain or exceed this share in the liquid cooling segment despite increased competition from new entrants like CoolIT, Nidec, and Schneider [4][5][6] - The company anticipates **consolidation** in the liquid cooling market, similar to historical trends in the data center space, and believes its **innovation, technology, and service capabilities** will provide a competitive edge [6][6] - Vertiv projects that liquid cooling will represent about **one-third of the total cooling market** for data centers in the medium to long term, indicating a significant growth trajectory [19][19] Partnership with NVIDIA - The partnership with NVIDIA is viewed as a **mutual benefit**, enhancing Vertiv's position in the digital critical infrastructure market rather than a competitive barrier [10][12] - The collaboration is expected to facilitate the development of integrated power and cooling solutions, which are increasingly demanded as **IT densification** rises [14][15] Growth and Capacity Expansion - Vertiv's cooling capacity grew by **45% in 2024**, with plans for continued expansion in 2025 to meet regional demands [18][18] - The company is focusing on **geographical expansion** and ensuring sufficient capacity to accommodate industry growth dynamics [18][18] Integrated Solutions - The company emphasizes the importance of **integrated solutions** in addressing the complexities of modern data centers, which require a holistic approach to power and cooling [15][16] - Vertiv is enhancing its **infrastructure solutions** to optimize customer offerings and streamline delivery processes [16][17] Prefabricated Components - Prefabricated components are a growing segment, with liquid cooling and prefabrication driving significant growth acceleration [24][26] - While currently a small portion of revenue, the potential for prefabrication to expand is recognized as part of the broader long-term strategy [24][26] Service Revenue Growth - Vertiv is expanding its service offerings beyond traditional UPS services to include **liquid cooling services**, which are critical for the performance of high-density data center equipment [27][30] - The company sees **project services** as a competitive advantage, supporting medium to large projects throughout the installation and commissioning process [33][33] Supply Chain Resilience - The company has been working on enhancing the **resilience of its supply chain** post-COVID, adjusting manufacturing footprints and supplier relationships in response to global trade dynamics [57][58] - Vertiv is focused on regional manufacturing to mitigate risks associated with tariffs and supply chain disruptions [58][58] Market Dynamics and Customer Engagement - Conversations with traditional colocation companies focus on **capacity planning** and infrastructure design for future needs, highlighting Vertiv's role as an industry thought leader [61][62] - The company maintains a broad customer base, with no significant increase in customer concentration despite the rise of hyperscalers [63][63] Competitive Landscape in China - The competitive landscape in China is described as **intense**, with dynamics similar to the rest of Asia, but Vertiv leverages its global experience and efficiency focus to navigate this market [64][65] Additional Important Insights - The integration of cooling and power solutions is becoming increasingly critical as data center architectures evolve to support higher rack densities [14][15] - The company is exploring new service opportunities as the industry shifts towards higher voltage systems, indicating a proactive approach to emerging trends [42][42]

冷量分配单元 (CDU) 是液冷系统中必不可少的组件，用于在整个系统中均匀分配冷却液或水。 CDU 调节和控 制冷却液流量，保持所需的温度和流速。它与泵、散热器、热交换器和控制单元协同工作，确保冷却系统平稳 高效地运行。 CDU 还能通过去除冷却液中的杂质来保持系统清洁，防止堵塞和损坏系统中的其他组件。 液液式 CDU 需要设施用水来去除机架和机柜排设备的热量，但它也具有一系列优势，可以抵消额外的系统复 杂性。全液冷数据中心利用整个数据中心液体的更高热容量，最大限度地提高能源效率。这些液冷系统占地面 积更小，总拥有成本更低，是人工智能和高级分析、区块链和加密货币、大型机和游戏服务器以及超级计算机 应用的理想选择。 液液式冷量分配单元 (CDU) 的冷却性能极佳，然而却需要安装管道和泵来连接设施的水源。 市场快速增长：在当前人工智能驱动的应用和高密度芯片架构主导的市场格局下，液冷已成为一项关键技术。 作为液冷系统的关键部件，液液式冷量分配单元 (CDU) 将受益于人工智能和高性能计算的普及。预计未来几 年 CDU 市场将快速增长。 竞争加剧：由于 CDU 市场潜力巨大，众多投资者和企业已将目光投向该市场。随着越 ...

Investment Rating - The report maintains an "Overweight" rating for the technology sector [5] Core Viewpoints - The AI-driven data center construction continues to show growth potential, with major tech companies increasing their capital expenditures significantly [1][2] - SMCI's recent financial performance has not aligned with the strong industry trends, indicating potential issues with its shipment policies and management credibility [2] - The introduction of new liquid cooling systems and AI products by SMCI is expected to enhance its competitive position in the market [3] Summary by Sections Section 1: Industry Investment Rating - The technology sector is rated as "Overweight," indicating expectations for the sector's stock index to outperform benchmarks [5] Section 2: AI Infrastructure Growth - Major tech companies like Google, Meta, Microsoft, and Amazon have shown substantial year-on-year increases in capital expenditures, with growth rates of 43%, 104%, 53%, and 74% respectively, reaching $172 billion, $137 billion, $167 billion, and $243 billion [1] - IDC forecasts a CAGR of 16.3% for the AI server market over the next five years, while the data center market is expected to grow at a CAGR of 15-17% [1] Section 3: SMCI Financial Performance - SMCI's FY25Q3 revenue was $4.59 billion, a year-on-year increase of 19%, but a quarter-on-quarter decrease of 19% [1] - Non-GAAP EPS for FY25Q3 was $0.31, down 53% year-on-year and 47% quarter-on-quarter [1] - The company has lowered its FY2025 revenue forecast from $23.5-25 billion to $21.8-22.6 billion due to uncertainties related to tariffs [1] Section 4: Product Development - SMCI launched the HGX B300 NVL16 and GB300 NVL72 systems, which support both air and liquid cooling, with significant enhancements in performance and energy efficiency [3] - The new products include advanced features such as high-speed interconnects and improved thermal design, which can reduce overall energy consumption by up to 40% [3]

Vertiv (VRT) FY Conference Summary Industry Overview - The critical digital infrastructure industry is projected to experience a compound annual growth rate (CAGR) of 9% to 12% through 2029, with mid-teens growth anticipated in cloud and colocation sectors [3][4][6] - The demand for data center capacity remains strong, driven by AI advancements and the need for enhanced infrastructure [5][9][22] Core Insights - The company maintains that the growth assumptions from the Investor Day remain valid despite market fluctuations, with a potential for even stronger demand than previously anticipated [4][7][9] - The shift from AI training to inference is noted, with inference expected to grow faster due to its monetization potential [15][17] - The company reported a record quarter for orders, with a year-on-year increase of 13% and a 60% increase compared to the previous year [11][12] Demand Dynamics - The demand for large data centers continues, alongside a rise in smaller, distributed edge data centers [18][19] - There are no significant long-term changes in market dynamics, although short-term adjustments may occur due to resource constraints [21][22] - The company is optimistic about long-term demand, supported by a strong pipeline and industry trends [22][23] Competitive Landscape - New entrants in the market, including sovereign and neo cloud providers, are expanding the industry, but the company does not perceive this as an increase in risk [26][27] - The company employs rigorous credit checks and often requires advanced payments to mitigate risks associated with new customers [28][29] Tariff Impact - The company has not observed any material impact from tariffs on demand, as the demand for AI capacity remains robust [31][32] - There is a focus on maintaining competitive lead times, which may provide opportunities for market share gains amidst tariff uncertainties [37][39] Capital Expenditure (CapEx) Strategy - The company plans to maintain a 25% to 30% capacity headroom versus demand, indicating confidence in future growth [47][50] - CapEx allocation is influenced by geopolitical conditions, but no dramatic shifts in strategy are expected [48][49] Product Innovation and Market Share - Recent product launches, including new chillers and modular solutions, are aimed at increasing market share and addressing customer needs [52][56] - The company is particularly focused on expanding its liquid cooling capacity, which has seen significant growth [61][62] Conclusion - Vertiv is positioned to capitalize on the growing demand for critical digital infrastructure, with a strong pipeline, innovative product offerings, and a strategic approach to managing risks associated with market dynamics and tariffs [9][22][37][61]

Group 1 - The article discusses the potential investment opportunity in Vertiv Holdings (NYSE: VRT), suggesting that the worst may be behind the company and it is well-positioned for future growth [1] - The investment group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1] - The author indicates a potential intention to initiate a long position in VRT within the next 72 hours, reflecting a bullish sentiment towards the stock [1]