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Vertiv: The Unsung AI Powerhouse Dominating Data Center Cooling

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Vertiv's market cap exploded 10x since 2021, driven by its indispensable liquid cooling technology for high-density AI GPUs.
  • Led by ex-Honeywell CEO Dave Cote, Vertiv pivoted from lagging air cooling to become the dominant market leader, partnering with Nvidia and serving major hyperscalers like Microsoft, Amazon, and Google.
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NVDA price history

218.29 +19.87% over the displayed period

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