Vertiv
VRTpower· NYSEVertiv, data-center power and cooling: power distribution, busways, UPS, and the liquid cooling that high-density AI racks now require.
Why it matters
AI racks run hot and power-hungry, and Vertiv sells the thermal and power kit that lets a data center deploy them. It is levered directly to AI capex and the shift to liquid cooling.
The read
Levered to Thermal and power capacity at the rack: whether sites can deploy high-density AI racks, which increasingly means liquid cooling.
Bull case: AI racks run hot and power-hungry, and Vertiv sells the kit that lets a site deploy them; liquid-cooling attach raises its content per megawatt.