Vertiv Rolls Out 12.5MW AI Infrastructure Blocks With NVIDIA Partnership
Vertiv partnered with NVIDIA to deliver simulation-ready DSX SimReady power and cooling built around 12.5MW OneCore modular blocks to accelerate AI factory deployment. Analysts downgraded Vertiv to Hold after a 211% rally as shares near fair value, despite record backlog and 2025 targets of 27%-29% organic growth and $5.97–$6.07 EPS.
1. NVIDIA Collaboration on AI Factory Infrastructure
Vertiv is contributing simulation-ready DSX SimReady digital power and cooling assets to NVIDIA Vera Rubin DSX reference designs for AI factories, integrating validated interfaces and digital models to reduce deployment risk and accelerate time to capacity.
2. OneCore 12.5MW Modular Building Blocks
The company’s scalable building block architecture leverages standardized 12.5MW Vertiv OneCore integrated modular solutions that can be combined and extended to support AI deployments from small clusters to gigawatt-scale factories, aiming to simplify scaling and improve operational performance.
3. Analyst Downgrade and Financial Outlook
Following a 211% stock rally, Vertiv received a Hold rating as shares near fair value; management reported a record backlog and projects 27%-29% organic net sales growth with adjusted EPS of $5.97–$6.07 for 2025.