Vertiv VRT is benefiting from the growing adoption of its liquid cooling stack, which is becoming increasingly critical in the evolving data center landscape. The company’s extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbars and modular solutions, has been a key catalyst.
Vertiv’s innovative products, such as the Trim Cooler, optimized for high-temperature operations, and its converged solutions, such as OneCore and SmartRun, demonstrate the company’s ability to address the growing complexity of data center cooling needs.
Vertiv’s liquid cooling solutions, including its advanced fluid management capabilities, are well-positioned to capitalize on this trend. The company’s acquisition of PurgeRite has further strengthened its expertise in fluid management, enabling it to offer end-to-end solutions for chilled water and liquid-cooled AI data centers.
Vertiv’s partnership with NVIDIA has been a key catalyst. In March 2026, Vertiv announced its partnership with NVIDIA to improve the combined physical infrastructure for AI factories. This will be done through DSX SimReady digital power and cooling assets, standardized 12.5MW modular building blocks Vertiv OneCore and system-level designs that integrate power, cooling and controls. The goal is to reduce deployment complexity, speed up readiness, improve scalability and enable digitally validated, high-performance AI infrastructure from the grid to the chip level.
The increasing adoption of Vertiv’s liquid cooling stack is a strong indicator of the company’s ability to capture market share in the rapidly expanding data center industry. For first-quarter 2026, revenues are expected to be between $2.5 billion and $2.7 billion. Organic net sales are expected to increase in the 18% to 26% range.