Vertiv (VRT) investor relations material

Technology and Innovation Strategy

• Emphasizes end-to-end, unified solutions for power, thermal, and IT infrastructure, focusing on AI and data center evolution.

• Highlights the need for multipath, multimodal approaches due to increasing complexity and density in data centers.

• Introduces new performance metrics such as tokens per second, tokens per watt, and time to first token, impacting AI factory success.

• Prefabrication, converged infrastructure, and system-level thinking accelerate deployment and deliver efficiency gains.

• Continuous R&D investment and co-engineering with partners drive measurable performance gains and technology leadership.

Power Architecture and Infrastructure Evolution

• AI-driven rack densities are rapidly increasing, with megawatt-level racks and higher-voltage DC power delivery on the horizon.

• Power smoothing, intelligent UPS, and advanced energy storage are critical for managing dynamic AI loads and grid interaction.

• Launching new MV BESS UPS product categories and integrating BESS/UPS for grid-connected, large-scale AI deployments.

• Multiple power architectures, including traditional AC, 800 VDC pods, and centralized DC, are being developed for flexibility.

• Medium-voltage BESS/UPS brings intelligence and control upstream, reducing system costs and supporting grid-code compliance.

Thermal Management and Cooling Innovation

• Liquid cooling is becoming mission-critical, with higher operating temperatures unlocking efficiency gains.

• Hybrid air and liquid cooling architectures are critical for high-density AI deployments, with air cooling still relevant for some environments.

• New products like the CoolLoop Trim Cooler blend dry cooler efficiency with chiller reliability for scalable AI deployments above 3 MW.

• System-level controls and lifecycle services optimize thermal performance and uptime.

• Integrated thermal architectures and hybrid system controls enable deployment-specific optimization.