logo
Vertiv Accelerates AI Infrastructure Evolution in Alignment with NVIDIA 800 VDC Power Architecture Announcement

Vertiv Accelerates AI Infrastructure Evolution in Alignment with NVIDIA 800 VDC Power Architecture Announcement

Yahoo19-05-2025

Designed for next-generation AI factories, Vertiv's 800 VDC solutions planned for 2026, in support of NVIDIA rack-scale compute platforms
COLUMBUS, Ohio, May 19, 2025 /PRNewswire/ -- Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, today confirmed its strategic alignment with NVIDIA's announcement of an AI roadmap to deploy 800 VDC power architectures for the next generation of AI-centric data centers. Paving the way for future-ready designs, Vertiv's 800 VDC power portfolio is scheduled for release in the second half of 2026 — ahead of NVIDIA Kyber and NVIDIA Rubin Ultra platform rollouts.
Vertiv aligns with the NVIDIA AI roadmap to stay one GPU generation ahead, enabling customers to deploy their power and cooling infrastructure in sync with NVIDIA's next-generation compute platforms. Vertiv provides end-to-end power, cooling, integrated infrastructure and services to support AI factories and other data center deployments.
As rack power requirements in AI environments scale beyond 300 kilowatts, 800 VDC enables more efficient, centralized power delivery by reducing copper usage, current, and thermal losses. Vertiv's upcoming portfolio will feature centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems, expanding its broad, end-to-end power management portfolio that already includes a robust AC power train.
"As GPUs evolve to support increasingly complex AI applications at giga-watt scale, power and cooling providers need to be equally innovative to provide energy-efficient and high-density solutions for the AI factories. While the 800 VDC portfolio is new, DC power isn't a new direction for us, it's a continuation of what we've already done at scale," said Scott Armul, executive vice president of global portfolio and business units at Vertiv. "We've spent decades deploying higher-voltage DC architectures across global telecom, industrial, and data center applications. We're entering this transition from a position of strength and bringing real-world experience to meet the demands of the AI factory."
Vertiv's experience in DC power spans more than two decades of ±400 VDC deployments, broadened by strategic acquisitions during the early 2000's. These solutions support critical loads in global telecom networks, integrated microgrids, and mission-critical facilities. This foundation establishes Vertiv as a trusted leader in the safe design, deployment, and operation of higher-voltage DC architectures, with proven scale, portfolio, and long-term serviceability.
Designed for homogeneous AI zones in hyperscale environments, Vertiv's 800 VDC portfolio is a key pillar of its "unit of compute" strategy — a systems-level design engineered to enable all infrastructure components — to interoperate as one modular and scalable system, matching infrastructure demands of next-generation GPUs. Vertiv's support for both AC and DC architectures is a strategic differentiator in the evolving AI data center landscape.
For more information about Vertiv's DC power solutions and end-to-end power and cooling solutions, visit www.vertiv.com.
About VertivVertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com.
Forward-looking statementsThis release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise.
US CONTACT AGENCYRuder FinnVertiv@ruderfinn.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/vertiv-accelerates-ai-infrastructure-evolution-in-alignment-with-nvidia-800-vdc-power-architecture-announcement-302458599.html
SOURCE Vertiv Holdings Co

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Inside Cursor's hiring strategy: no AI in interviews and a 2-day project with the team
Inside Cursor's hiring strategy: no AI in interviews and a 2-day project with the team

Business Insider

time29 minutes ago

  • Business Insider

Inside Cursor's hiring strategy: no AI in interviews and a 2-day project with the team

AI coding assistant Cursor, built by Anysphere, bans AI in technical screeners. Anysphere's CEO said programming without AI is a "great time-boxed test for skill and intelligence." Cursor's hiring process ends with two-days at the office, where candidates build real projects with the team. To get hired at Cursor, an AI coding assistant built by Anysphere, you can't use AI in your interview. "We actually still interview people without allowing them to use AI, other than autocomplete, for first technical screens," said Michael Truell, the cofounder and CEO of Anysphere, on an episode of Y Combinator's podcast published Wednesday. "Programming without AI is still a really great time-boxed test for skill and intelligence," Truell said, adding that those are core qualities he looks for in a teammate. There's another reason behind the rule: fairness. "We've hired lots of people who are fantastic programmers who actually have no experience with AI tools," Truell said. "We would much rather hire those people and then teach them on the job." That beginner's mindset can be a product advantage, offering fresh insights from first-time users, he added. The final step of Cursor's hiring process isn't a traditional interview. Shortlisted candidates are invited to the company's office for two days. They work on a real project alongside the team, join in for meals, and demo what they've built at the end. Truell said this setup helps them spot people who are genuinely passionate about the "problem space" — not just shopping around for a job. "You're probably not going to be super willing to do that if you're maybe just viewing it as a job and you're applying to a bunch of technology companies at the same time," he added. Cursor also looks for engineers who are eager to experiment. Truell said the company encourages carving out time for "bottom-up experimentation" — sometimes even sectioning off teams to build independently. Truell said in an episode of "Lenny's Podcast" published in May that early hiring at Anysphere was slower than it should have been. The goal was to build a world-class group of engineers and researchers — "a certain mix of intellectual curiosity and experimentation," he said. Anysphere, Cursor's parent company, raised $900 million at a $9.9 billion valuation last month, the company said last week. Business Insider's Eugene Kim reported earlier this month that Amazon is in talks with Cursor to adopt the AI coding tool internally. Cursor did not respond to a request for comment from Business Insider. AI ban for job applications Anysphere isn't the only AI company banning the use of AI in job applications. Business Insider's Alistair Barr reported last month that leading AI startup Anthropic will not let candidates use AI when applying for jobs. "We want to understand your personal interest in Anthropic without mediation through an AI system, and we also want to evaluate your non-AI-assisted communication skills,"Anthropic wrote in a job posting for an economist. The requirement was listed across multiple roles, including technical ones like machine learning systems engineer. About a week later, the company behind Claude backtracked on this policy. "We're having to evolve, even as the company at the forefront of a lot of this technology, around how we evaluate candidates," Mike Krieger, Anthropic's chief product officer, said during an interview on CNBC in May. "So our future interview loops will have much more of this ability to co-use AI."

Silent Giant TSMC Returns to the Peak of its Powers as the AI Boom Continues
Silent Giant TSMC Returns to the Peak of its Powers as the AI Boom Continues

Business Insider

time38 minutes ago

  • Business Insider

Silent Giant TSMC Returns to the Peak of its Powers as the AI Boom Continues

AI and U.S. growth stocks have rebounded to record highs after their slump in February and March, rewarding those who bought the dip, especially in the IT and AI sectors. At the heart of this resurgence is Taiwan Semiconductor Manufacturing (TSM), better known as simply 'TSMC', the silent powerhouse behind the AI boom. The stock is within grasp of yet another historic high around the $225 mark. Confident Investing Starts Here: TSMC produces the chips that drive everything from Nvidia's GPUs to Apple's iPhones, and it's now experiencing accelerated growth fueled by surging AI demand, global factory expansion, and massive capital investment. Despite its strong rebound and concerns about exuberant valuations, TSMC still appears attractively priced. Given how sharply TSM has bounced back, the stock could become the ultimate Tech play, with its best days still ahead. AI's Engine Room: TSMC's Chip Dominance Many tech giants are currently riding the AI wave, but when it comes to TSMC, it's more appropriate to say that the company is steering it. As the world's largest contract chipmaker, it produces the advanced processors that Nvidia, AMD (AMD), and Apple (AAPL) rely on to bring AI to life. In TSMC's latest earnings call in April, CEO C.C. Wei revealed that AI chip revenue, which tripled in 2024, is expected to double again this year. This is currently a major tailwind for TSMC, driving a 41.6% year-over-year revenue surge. Specifically, advanced 3nm and 5nm chips, critical for AI's heavy lifting, made up 73% of wafer sales. With cloud giants like Microsoft (MSFT) and Amazon (AMZN) building AI data centers at breakneck speed, the company's factories are running at full capacity, with no signs that demand is slowing down anytime soon. Going Global: TSMC's Strategic Power Move In the meantime, with AI entering the sphere of national security, TSMC has been incentivized to not keep its magic in Taiwan. It's spreading its wings to secure its AI dominance and sidestep geopolitical risks. The company is investing $165 billion in U.S. factories, with Arizona's first fab already fully booked by heavyweights like Nvidia and Qualcomm (QCOM). Here's how all these giants stack up on TipRanks' stock comparison tool: Moreover, in Europe, a new $10 billion plant in Dresden, Germany, and a chip design center in Munich are positioning TSMC to capture the continent's growing AI market. Beyond the motive of diversifying supply chain and hedging geopolitical risk, TSMC has managed to secure long-term, high-value contracts with global tech titans through these moves, as they, in turn, can make such commitments with notably less risk involved. Wei emphasized that these expansions will cement TSMC's leadership for decades, even as U.S. trade policies loom as a potential headwind. By building closer to its customers, TSMC ensures its chips remain the go-to for AI innovation. Betting Big: Capex Fuels the AI Future TSMC is doubling down on AI with an aggressive capital expenditure plan of $38–$42 billion for this year, up from $29.8 billion in 2024. Over 70% of that spending is allocated to next-generation 3nm and 2nm chip production, set to launch later this year, which will deliver the performance needed to stay well ahead in the AI race. Realistically, few competitors are even operating at TSMC's level. This investment reflects a broader trend, as tech giants invest billions in AI infrastructure. TSMC sits at the center of this transformation, converting that capital into the cutting-edge chips driving AI's next evolution. As CEO C.C. Wei put it, 'AI demand is insatiable,' and TSMC is positioning itself to meet it, powering years of potential growth. TSMC Valuation Defies Expectations Here's where the investment case gets compelling: despite TSMC's explosive growth, the stock remains attractively valued. With Wall Street projecting a 33% jump in EPS this year, TSMC trades at a forward P/E of just 22. For a cyclical chipmaker, that might seem high, but TSMC isn't a typical semiconductor company. The AI boom is a multi-year tailwind, driving sustained top and bottom-line growth. With over 60% global foundry market share and ongoing global expansion, TSMC's scale and strategic positioning make that valuation look like a bargain—even if EPS growth slows in future years. Is TSMC Stock a Buy, Sell, or Hold? Wall Street appears strongly bullish on TSMC's prospects, further emboldening the stock's recent rebound alongside most other high-growth tech stocks. TSMC stock carries a Strong Buy consensus rating, with seven analysts currently bullish and one neutral. TSMC's average stock price target of $223 indicates a modest 5% upside potential over the coming twelve months, amid a broader long-term trend that is expected to deliver amiable returns for several years to come. The AI Bet You Can't Overlook Calling TSMC just a chipmaker misses the bigger picture—it's the backbone of the AI era. With AI demand soaring, global fabs in development, and billions in capex reinforcing its dominance, TSMC's growth story is far from over. Trading at a forward P/E of ~26, the stock offers a rare opportunity to own a high-growth industry leader at a reasonable valuation. Yes, geopolitical risks remain, but TSMC's strategic positioning keeps it ahead of the curve. For investors looking to ride the AI wave, TSM may be one of the shrewdest long-term bets available.

EU-US Trade Talks Could Extend Beyond Trump's Deadline
EU-US Trade Talks Could Extend Beyond Trump's Deadline

Bloomberg

time42 minutes ago

  • Bloomberg

EU-US Trade Talks Could Extend Beyond Trump's Deadline

Welcome to the Brussels Edition, Bloomberg's daily briefing on what matters most in the heart of the European Union. Trade talks between the EU and the US have intensified over the past week, aiming to secure at least a preliminary deal before Washington imposes a 50% tariff on nearly all EU exports. The best-case scenario would be agreement on the principles of an accord by July 9. Yet, we're told European officials believe negotiations sealing the deal in full could extend beyond President Donald Trump's deadline. Officials in Brussels remain cautious. While talks are taking place in a positive environment, they remain difficult — the EU believes the US is seeking one-sided concessions. US Commerce Secretary Howard Lutnick yesterday poured cold water on hopes for a swift accord, telling CNBC yesterday that Washington is prioritizing other partners and an agreement with the EU is likely to be the very last one that the US completes.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into the world of global news and events? Download our app today from your preferred app store and start exploring.
app-storeplay-store