Vertiv stock falls after AWS unveils custom cooling technology
AWS revealed its new In-Row Heat Exchanger (IRHX) cooling system on Wednesday, developed as an alternative to industry-standard liquid cooling solutions that companies like Vertiv provide. The custom solution allows AWS to accommodate Nvidia's heat-intensive GPU racks without requiring major data center renovations.
The IRHX cooling system was designed to address the substantial thermal demands of Nvidia's latest Blackwell GPUs, which consume significant energy and generate considerable heat when running AI workloads. AWS Vice President Dave Brown explained that traditional cooling methods "would take up too much data center floor space or increase water usage substantially."
Bloomberg Intelligence analyst Mustafa Okur noted the potential impact on Vertiv: "Amazon Web Services rolling out its own server liquid-cooling system could weigh on Vertiv's future growth prospects. Around 10% of overall sales come from liquid cooling, we calculate, and AWS may be one of the largest customers."
AWS developed the cooling technology in partnership with Nvidia, taking just 11 months from design to production. The system combines liquid and air-based components, circulating coolant to GPU chips through cold plates while removing heat via fan-coil arrays.
The cooling innovation coincides with AWS launching new computing instances that give customers access to Nvidia's most powerful AI server configurations, supported by AWS's Nitro infrastructure platform for networking and system monitoring.
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