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Vertiv Accelerates AI Infrastructure Evolution in Alignment with NVIDIA 800 VDC Power Architecture Announcement

1. Vertiv's 800 VDC solutions are planned for 2026, aligned with NVIDIA's roadmap. 2. The new 800 VDC system aims for efficient power delivery in AI data centers. 3. Vertiv's experience in DC power spans over two decades across various sectors. 4. The portfolio enhances Vertiv's 'unit of compute' strategy for AI applications. 5. NVIDIA's next-gen platforms will drive demand for Vertiv's innovative solutions.

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Why Bullish?

Vertiv's alignment with NVIDIA's AI roadmap suggests increased demand for their solutions, positively impacting revenues and stock price. Historically, partnerships with tech leaders have enhanced stock performance for companies like AMD when aligned with NVIDIA's advancements.

How important is it?

Vertiv's position in the rapidly evolving AI-centric infrastructure market is crucial for future growth. Their strategic alignment with NVIDIA highlights their role in supporting increasing future power demands, which is likely to resonate well with investors.

Why Long Term?

The full impact will be realized in 2026 with the product launch, suggesting a long-term growth trajectory similar to how companies like Amazon Web Services grew with cloud technology advancements over the years.

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Designed for next-generation AI factories, Vertiv's 800 VDC solutions planned for 2026, in support of NVIDIA rack-scale compute platforms , /PRNewswire/ -- Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, today confirmed its strategic alignment with NVIDIA's announcement of an AI roadmap to deploy 800 VDC power architectures for the next generation of AI-centric data centers. Paving the way for future-ready designs, Vertiv's 800 VDC power portfolio is scheduled for release in the second half of 2026 — ahead of NVIDIA Kyber and NVIDIA Rubin Ultra platform rollouts. Vertiv aligns with the NVIDIA AI roadmap to stay one GPU generation ahead, enabling customers to deploy their power and cooling infrastructure in sync with NVIDIA's next-generation compute platforms. Vertiv provides end-to-end power, cooling, integrated infrastructure and services to support AI factories and other data center deployments. As rack power requirements in AI environments scale beyond 300 kilowatts, 800 VDC enables more efficient, centralized power delivery by reducing copper usage, current, and thermal losses. Vertiv's upcoming portfolio will feature centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems, expanding its broad, end-to-end power management portfolio that already includes a robust AC power train. "As GPUs evolve to support increasingly complex AI applications at giga-watt scale, power and cooling providers need to be equally innovative to provide energy-efficient and high-density solutions for the AI factories. While the 800 VDC portfolio is new, DC power isn't a new direction for us, it's a continuation of what we've already done at scale," said Scott Armul, executive vice president of global portfolio and business units at Vertiv. "We've spent decades deploying higher-voltage DC architectures across global telecom, industrial, and data center applications. We're entering this transition from a position of strength and bringing real-world experience to meet the demands of the AI factory." Vertiv's experience in DC power spans more than two decades of ±400 VDC deployments, broadened by strategic acquisitions during the early 2000's. These solutions support critical loads in global telecom networks, integrated microgrids, and mission-critical facilities. This foundation establishes Vertiv as a trusted leader in the safe design, deployment, and operation of higher-voltage DC architectures, with proven scale, portfolio, and long-term serviceability. Designed for homogeneous AI zones in hyperscale environments, Vertiv's 800 VDC portfolio is a key pillar of its "unit of compute" strategy — a systems-level design engineered to enable all infrastructure components — to interoperate as one modular and scalable system, matching infrastructure demands of next-generation GPUs. Vertiv's support for both AC and DC architectures is a strategic differentiator in the evolving AI data center landscape. For more information about Vertiv's DC power solutions and end-to-end power and cooling solutions, visit www.vertiv.com. About VertivVertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com. Forward-looking statementsThis release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise. US CONTACT AGENCYRuder Finn[email protected] SOURCE Vertiv Holdings Co WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In

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