Thermal management
Air and liquid cooling for high-density AI racks.
What it is
Air-cooled and liquid-cooled thermal management products that remove heat from data-center halls and high-density GPU racks.↗ source
Why it matters to the stock. Dense AI racks need liquid cooling, so thermal content per megawatt is rising. Vertiv's cooling mix shift toward liquid is a key driver of its margin and backlog.
News
Vertiv completes ThermoKey acquisition to expand European heat-rejection capacity
Vertiv completed its acquisition of ThermoKey S.p.A., an Italian maker of heat-rejection and heat-exchange equipment such as dry coolers.
Vertiv acquires Strategic Thermal Labs to deepen liquid-cooling engineering
Vertiv acquired Strategic Thermal Labs LLC, a specialist in advanced liquid-cooling technologies.
Vertiv adds MegaMod HDX configurations for dense AI and HPC sites
Vertiv introduced new configurations of its MegaMod HDX prefabricated module, which combines power and liquid cooling for AI and HPC sites in North America and EMEA.