Vertiv Develops 800 VDC Power Portfolio for Nvidia Rubin Ultra as AI Data Center Cooling Demand Rises
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Vertiv is developing an 800 VDC power portfolio intended to support Nvidia’s Rubin Ultra platform, which S1 says Nvidia plans to introduce in 2027. S1 also characterises liquid cooling as a necessary element of advanced AI data center infrastructure, citing the thermal limits of air cooling for leading AI chips.
- Vertiv is developing an 800 VDC power portfolio for Nvidia Rubin Ultra.
- S1 describes liquid cooling as necessary for advanced AI data center chips where air cooling is insufficient.
- Vertiv reported 24% year-on-year second-quarter revenue growth and $638 million in operating profit, according to S1.
- The available information does not quantify Vertiv deployment volumes, data center projects, MW/GW capacity, or CAPEX.
Vertiv is positioning liquid cooling and power infrastructure as core components of AI data center deployments as advanced chips exceed the practical limits of conventional air cooling, according to S1.
The company is developing an 800 VDC power portfolio designed for Nvidia’s Rubin Ultra platform. S1 states that Nvidia plans to introduce Rubin Ultra in 2027, but does not establish a confirmed delivery or deployment timetable for Vertiv’s power portfolio.
S1 reported that Vertiv’s second-quarter revenue increased 24% year on year. Operating profit rose 44% year on year to $638 million. Management guidance cited by S1 calls for 31% full-year revenue growth.
For data center operators and infrastructure investors, the development highlights how high-density AI deployments can raise the importance of engineering systems beyond compute hardware. Liquid cooling and high-voltage DC power infrastructure could become increasingly consequential to the deployment of successive AI platforms, although the available material does not quantify shipment volumes, project deployments, capacity, or capital expenditure.
Rising compute density and heat output in AI infrastructure are increasing the importance of liquid cooling and specialised power architectures. This could shift more infrastructure value toward thermal management and power-distribution systems alongside accelerators.
- — / 6 октября 2026 г. · АнглийскийПервоисточник →
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