Vertiv Accelerates AI Infrastructure Evolution in Alignment with NVIDIA 800 VDC Power Architecture Announcement | VRT Stock News

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May 19, 2025
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  • Vertiv (VRT, Financial) aligns with NVIDIA's AI roadmap to launch 800 VDC power solutions by second half of 2026.
  • The 800 VDC architecture aims to enhance power efficiency, reducing copper usage and thermal losses.
  • Vertiv leverages over 20 years of DC power experience, positioning itself uniquely in the AI data center market.

Vertiv (VRT), a leading provider of digital infrastructure solutions, has announced its strategic alignment with NVIDIA's roadmap to deploy 800 VDC power architectures tailored for AI-centric data centers. This forward-thinking move positions Vertiv to release its 800 VDC power portfolio in the latter half of 2026, preceding NVIDIA's introduction of the Kyber and Rubin Ultra platforms.

The innovative 800 VDC architecture provides a more efficient power delivery system, significantly reducing copper usage, current demands, and thermal losses. This is particularly advantageous for high-demand AI environments where rack power requirements exceed 300 kilowatts. The forthcoming portfolio from Vertiv will include centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems, thereby enhancing its end-to-end power management solutions.

With more than two decades of experience in ±400 VDC deployments across critical sectors such as telecom, industrial applications, and data centers, Vertiv stands as a seasoned expert in DC power systems. This experience signifies a substantial competitive edge as the company navigates higher-voltage DC architectures safely and efficiently, fortifying its stance in the AI infrastructure market.

Vertiv's strategic approach involves supporting both AC and DC architectures, facilitating a seamless transition for data centers adapting to next-generation technology. This dual capability positions the company to capture a larger market share amidst evolving AI data center demands.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.