Latest news with #In-RowHeatExchanger
Economic Times
10-07-2025
- Business
- Economic Times
AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move
Vertiv Stock Slips After AWS Unveils In-House Cooling Tech Stock Target Still Optimistic For Now Amazon's Game-Changing Cooling System Live Events Analyst Flags Growth Concerns A Broader AI Push by AWS FAQs (You can now subscribe to our (You can now subscribe to our Economic Times WhatsApp channel Vertiv Holdings stocks dropped more than 6% on Thursday, reeling from a surprise announcement by Amazon Web Services that could directly threaten one of Vertiv's key revenue streams, as per a drop followed AWS's unveiling of its own custom cooling hardware designed to support Nvidia's next-gen AI chips—technology that overlaps significantly with Vertiv's offerings, as it provides liquid cooling solutions for data centers, according to an reported that according to the one-year price targets provided by 20 analysts, the average target price for Vertiv stock is $120.56, with a high estimate of $150.00 and a low estimate of $ cause of the shakeup is AWS's new In-Row Heat Exchanger (IRHX), a homegrown cooling system built to handle the extreme heat output of Nvidia's Blackwell GPUs, as per the report. These cutting-edge chips are driving a new wave of AI computing, but their power demands have created a significant thermal challenge for data center operators, according to now, companies like Vertiv have been key players in addressing those needs through advanced liquid cooling systems , as per the report. But AWS, one of the biggest cloud providers and potentially one of Vertiv's top customers, just announced it's taking matters into its own hands, according to the in collaboration with Nvidia, the IRHX system went from design to production in just 11 months, according to the report. It uses a hybrid approach, combining liquid cooling through cold plates directly on GPU chips with air-based components that help remove heat through fan-coil arrays, and is expected to deliver high-performance cooling without the space or water usage of traditional methods, as reported by vice president Dave Brown noted that standard cooling techniques "would take up too much data center floor space or increase water usage substantially," as quoted in the Intelligence analyst Mustafa Okur highlighted the potential impact on Vertiv, saying, "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," as quoted by the timing of the announcement coincides with AWS rolling out new AI computing instances featuring Nvidia's latest chips, all supported by its custom-built Nitro infrastructure for performance monitoring and networking, according to the AWS revealed it built its own cooling tech for AI servers—potentially cutting into Vertiv's called the In-Row Heat Exchanger (IRHX), and it cools high-performance AI chips like Nvidia's Blackwell GPUs, as per the report.
Time of India
10-07-2025
- Business
- Time of India
AWS just crushed Vertiv? Stock tanks over 6% after Amazon's bold cooling move
Vertiv Holdings stocks dropped more than 6% on Thursday, reeling from a surprise announcement by Amazon Web Services that could directly threaten one of Vertiv's key revenue streams, as per a report. Vertiv Stock Slips After AWS Unveils In-House Cooling Tech The drop followed AWS's unveiling of its own custom cooling hardware designed to support Nvidia's next-gen AI chips—technology that overlaps significantly with Vertiv's offerings, as it provides liquid cooling solutions for data centers, according to an report. Stock Target Still Optimistic For Now by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Invierte $250 en Cervecería Nacional CFD y gana un 2° salario Mercados de Capital Undo GuruFocus reported that according to the one-year price targets provided by 20 analysts, the average target price for Vertiv stock is $120.56, with a high estimate of $150.00 and a low estimate of $82.00. Amazon's Game-Changing Cooling System Live Events The cause of the shakeup is AWS's new In-Row Heat Exchanger (IRHX), a homegrown cooling system built to handle the extreme heat output of Nvidia's Blackwell GPUs, as per the report. These cutting-edge chips are driving a new wave of AI computing, but their power demands have created a significant thermal challenge for data center operators, according to Until now, companies like Vertiv have been key players in addressing those needs through advanced liquid cooling systems , as per the report. But AWS, one of the biggest cloud providers and potentially one of Vertiv's top customers, just announced it's taking matters into its own hands, according to the report. Developed in collaboration with Nvidia, the IRHX system went from design to production in just 11 months, according to the report. It uses a hybrid approach, combining liquid cooling through cold plates directly on GPU chips with air-based components that help remove heat through fan-coil arrays, and is expected to deliver high-performance cooling without the space or water usage of traditional methods, as reported by AWS vice president Dave Brown noted that standard cooling techniques "would take up too much data center floor space or increase water usage substantially," as quoted in the report. Analyst Flags Growth Concerns Bloomberg Intelligence analyst Mustafa Okur highlighted the potential impact on Vertiv, saying, "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," as quoted by the report. A Broader AI Push by AWS The timing of the announcement coincides with AWS rolling out new AI computing instances featuring Nvidia's latest chips, all supported by its custom-built Nitro infrastructure for performance monitoring and networking, according to the report. FAQs Why did Vertiv's stock drop this week? Because AWS revealed it built its own cooling tech for AI servers—potentially cutting into Vertiv's business. What is AWS's new cooling system? It's called the In-Row Heat Exchanger (IRHX), and it cools high-performance AI chips like Nvidia's Blackwell GPUs, as per the report.
