Vertiv Announces Expansion of Manufacturing Capacity Spanning Infrastructure Solutions, Power, and Rack Systems, to Meet Rising Demand Accessibility StatementSkip Navigation New and expanded Americas manufacturing facilities to support high-density applications with solutions to drive speed of deployment and scalable infrastructure. COLUMBUS, Ohio, March 24, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced four new or expanding manufacturing facili ...

Vertiv to Acquire ThermoKey, Expanding Heat Rejection Portfolio for Converged Physical Infrastructure Accessibility StatementSkip Navigation Transaction expected to increase customer optionality across the thermal chain to optimize power utilization and energy efficiency for AI-ready data centers COLUMBUS, Ohio, March 23, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced it has entered into an agreement to acquire ThermoKey S.p.A., a leading provide ...

We've all heard about artificial intelligence's (AI) need for more electricity, more hardware, more everything. But less talked about is the issue of what AI generates, well, aside from the responses you get to your prompts.I'm talking about heat.Anyone who's built a gaming PC knows that heat management with computers is very important. If your hardware runs too hot for too long, it can cook itself; basically, it thinks itself to death.AI runs even hotter.As reported by Marketplace, Vinod Narayanan, the Uni ...

Key Takeaways Vertiv sees strong AI-driven demand, with organic orders up 252% and backlog reaching $15B. Vertiv expands with NVIDIA AI factory designs, offering scalable power and cooling systems. VRT expects Q1 2026 revenues of $2.5B-$2.7B and organic sales growth of 18-26%. Vertiv (VRT) is benefiting from the robust demand for AI-driven infrastructure, which is driving significant growth in the data center market. The company’s extensive product portfolio, which spans thermal systems, liquid cooling, UPS ...

The stock has benefited from an explosion in data-center spending, but it's unclear how much further the stock can rise. ...

Overview - The company is monitoring the evolving situation in the Middle East, which may impact its operations and markets served [1][2] Supply Chain Resilience - The company has built a resilient supply chain over the years, which is expected to mitigate potential disruptions from the regional situation [2] Market Context - The Middle Eastern market is considered a subpart of the company's EMEA market, and it is currently too early to assess the actual impact on business [2]

Earnings Call InsightsTecogen outlines data center pipeline and targets $30M–$40M product opportunity through Vertiv partnershipMar. 18, 2026 2:03 PM ETTecogen Inc. (TGEN) StockAI-Generated Earnings Calls InsightsComment(1)Earnings Call Insights: Tecogen Inc. (TGEN) Q4 2025 Management View CEO Abinand Rangesh highlighted "significant forward momentum with the Vertiv relationship," sharing that Vertiv is designing or in the process of designing between 25 and 50 megawatts of Tecogen chillers into variousNews ...

Management is pivoting the core growth strategy toward the data center cooling market, leveraging dual power source chillers to address power-constrained AI compute environments. The partnership with Vertiv has evolved from a marketing agreement toward a master partnership, including the integration of Tecogen's hybrid drive technology into Vertiv's chiller lines. Product revenue lumpy performance was attributed to delays in several non-data center projects, though management maintains these are timin ...

Vertiv (NYSE: VRT) 2026 Conference Summary Industry Overview - The discussion revolves around the data center infrastructure industry, particularly focusing on AI and cooling technologies, as well as the impact of geopolitical situations on supply chains and market dynamics [1][2]. Key Points and Arguments Market Resilience and Geopolitical Impact - Vertiv operates in the EMEA market, including the Middle East, and has built supply chain resilience over the years. The actual impact of geopolitical situations is still uncertain, but there is confidence in market resilience [2]. Demand for AI and Technological Evolution - There is a significant demand for AI technologies, confirmed by both NVIDIA and Vertiv. The evolution of silicon and IT systems is crucial, leading to more cost-efficient AI operations [6][7]. - Vertiv is involved in NVIDIA's Omniverse DSX infrastructure, aimed at optimizing data center designs and deployments [7][8]. Prefabrication and Integrated Infrastructure - The company sees opportunities in prefabrication and integrated infrastructure, which can increase value and capture more market share. The focus is on delivering tailored systems that optimize performance [15][20]. Industry Growth and Adoption of AI - The industry is still in the early stages of AI adoption, with a long growth trajectory ahead. There is strong demand, and the company does not foresee any immediate risks or air pockets in the market [25][36]. Bottlenecks and Challenges - Power supply remains a key bottleneck, but it is being managed effectively. Labor and construction complexities are also challenges, which prefabrication aims to alleviate [31][35]. Customer Selection and Long-term Relationships - Vertiv is selective in choosing projects and focuses on long-term relationships with customers to ensure stability and ongoing revenue from services [48][49]. Cooling Technologies - Liquid cooling is becoming ubiquitous, with a shift from air cooling. The company is adapting its systems to be more efficient and effective, depending on geographical and climatic conditions [91][96]. Services and Lifecycle Management - The complexity of new cooling systems creates opportunities for service growth. The company is focused on lifecycle services, which are expected to grow steadily as equipment comes off warranty [115][122]. Financial Performance and Margins - The company aims for a gross margin of 30%-35% in the long term, with current margins impacted by investments and tariffs. There is a focus on optimizing productivity and managing raw material costs [142][145]. Cash Management and Strategic Investments - Vertiv maintains a strong balance sheet and is cautious about spending. The focus is on R&D and CapEx for immediate returns, rather than stock buybacks or dividends [163][164]. Future Outlook - The company anticipates continued growth in both the cooling and power markets, with synchronous growth rates expected. The enterprise market is also showing signs of growth, particularly in private data and AI applications [102][107][110]. Additional Important Insights - The company emphasizes the importance of being server agnostic in its thermal infrastructure strategy, allowing flexibility in serving various server types [167]. - The transition to 800-volt DC technology is seen as a significant change, with confidence in its future coexistence with traditional powertrain designs [70][168]. This summary encapsulates the key discussions and insights from the Vertiv conference, highlighting the company's strategic focus, market dynamics, and future growth opportunities.

Core Insights - The emergence of AI, particularly with the launch of OpenAI's ChatGPT in November 2022, has sparked discussions about its sustainability as a long-term trend versus a market bubble, with 60% of American investors optimistic about AI stocks delivering strong long-term returns [1][2]. Group 1: Nvidia - Nvidia is recognized as a leading chipmaker, with its GPUs considered the fastest and most advanced, leading to all data center GPUs for 2026 being sold out before the end of 2025 [4]. - The demand for Nvidia's GPUs is driven by the significant computational requirements of AI, ensuring that companies aiming to excel in AI will continue to purchase Nvidia's high-end products [5]. - Nvidia has established collaborations across various high-tech industries to create compatible software and hardware, solidifying its dominance in the AI sector for the foreseeable future [6][7]. Group 2: Alphabet - Alphabet, the parent company of Google, is a major player in AI innovation, with its revenue primarily generated from ad sales on Google Search and YouTube, which remains unaffected by AI's success or failure [8]. - Despite concerns about AI disrupting Google Search's market position, the company has experienced a steady increase in ad revenue, reporting $73.27 billion in free cash flow in 2025 [11].