Vertiv provides the power and thermal management infrastructure that makes AI data centers physically possible, as GPU racks now consume 70–100kW — far beyond what air cooling can handle. Its liquid cooling systems, UPS, and power distribution units carry an 18-month backlog, making Vertiv itself a bottleneck in the AI infrastructure buildout. Revenue has grown sharply alongside the data center boom, and its order book provides unusually high forward visibility into AI infrastructure investment.
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Vertiv
Critical power and thermal management for AI data centers
🟡 18-month backlog on liquid cooling
→ View full company pageDOWNSTREAM — CUSTOMERS
Vertiv
Critical power and thermal management for AI data centers
🟡 18-month backlog on liquid cooling
→ View full company page↓ Vertiv supplies to ↓
DOWNSTREAM — CUSTOMERS