Latest news with #NVIDIAOmniverseBlueprint
Yahoo
25-07-2025
- Business
- Yahoo
Should You Buy, Sell, or Hold Vertiv Stock Before Q2 Earnings?
Vertiv VRT is set to report its second-quarter 2025 results on July the second quarter of 2025, revenues are expected to be between $2.325 billion and $2.375 billion. Organic net sales are expected to increase in the 19% to 23% range. VRT expects second-quarter 2025 non-GAAP earnings per share between 77 cents and 85 Zacks Consensus Estimate for second-quarter revenues is pegged at $2.28 billion, indicating year-over-year growth of 16.60%. The consensus mark for earnings is pegged at 83 cents per share, which has increased by a penny over the past 30 days, indicating 23.88% year-over-year earnings beat the Zacks Consensus Estimate in all the trailing four quarters, delivering an earnings surprise of 10.42%, on average. Let's see how things have shaped up prior to this announcement. Factors to Note for VRT's Q2 Results Vertiv, a cooling and power management infrastructure provider, predominantly serves data center providers and has been capitalizing on robust AI-driven order growth. The growing focus on thermal management by data center operators aligns well with Vertiv's strengths, and the company is expected to meet the increasing demand with advanced, efficient solutions in the to-be-reported company is expected to benefit from strong sales growth across its key regions. It expects 5% sequential quarterly growth and 21% year-over-year growth in sales for the second quarter of 2025, driven by strong performance in the Americas and APAC regions. VRT's expanding portfolio is a major positive. In June, Vertiv announced its energy-efficient 142KW cooling and power reference architecture for the NVIDIA NVDA GB300 NVL72 platform. Vertiv solutions are available as SimReady 3D assets in the NVIDIA Omniverse Blueprint for AI factory design and rich partner base, which includes the likes of Ballard Power Systems, Compass Datacenters, NVIDIA, Oklo OKLO, Intel, and ZincFive, is a key catalyst. VRT Shares Rises Sector, Industry YTD Vertiv shares have gained 19.3% year to date (YTD), outperforming the Zacks Computer & Technology sector's rise of 10.8% and the Zacks Computer IT Services industry's decline of 9.2%. Vertiv has also outperformed its closest peer, including Schneider Electric SBGSY. Over the same time frame, Schneider Electric stock has returned 15.2%.Vertiv is benefiting from an extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbar, and modular solutions. VRT Stock's Performance Image Source: Zacks Investment Research Technically, Vertiv shares are displaying a bullish trend as they trade above the 50-day and 200-day moving averages. VRT Trades Above 50-day & 200-day SMAs Image Source: Zacks Investment Research Vertiv stock is not so cheap, as the Value Score of D suggests a stretched valuation at this terms of the 12-month price/book ratio, VRT is trading at 18.71, higher than the sector's 10.49 and Schneider Electric's 4.78. Price/Book Ratio Image Source: Zacks Investment Research Expanding Portfolio & Rich Partner Base Help VRT's Prospects Vertiv is expanding its capacity across liquid cooling, thermal, UPS, switchgear, busbar, and modular solutions to accommodate AI-driven demand growth. It currently has 23 manufacturing plants partnership with NVIDIA has been a key catalyst. In May 2025, the company confirmed its alignment with NVIDIA's AI roadmap to deploy 800 VDC power architectures ahead of NVIDIA Kyber and Rubin Ultra platforms. Vertiv aims to stay one GPU generation ahead of NVIDIA, providing efficient and scalable power solutions for next-generation AI data centers. The partnership highlights Vertiv's commitment to supporting NVIDIA's evolving compute demands with advanced power and cooling expanding its rich partner base, Vertiv recently announced a collaboration with Oklo to co-develop advanced power and thermal management solutions for data centers, leveraging clean, reliable energy from Oklo's advanced nuclear power plants. Conclusion Although VRT is experiencing rapid growth in the liquid cooling market, a critical area for AI and high-density computing, it is also facing fierce competition in this domain. Concerns over tariff headwinds and stretched valuation make VRT stock a risky currently has a Zacks Rank #3 (Hold), which implies that investors should wait for a more favorable entry point to accumulate the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Schneider Electric SE (SBGSY) : Free Stock Analysis Report Vertiv Holdings Co. (VRT) : Free Stock Analysis Report Oklo Inc. (OKLO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Business Wire
15-07-2025
- Automotive
- Business Wire
Eaton Accelerates the Transformation of Data Center Infrastructure in the AI Era with NVIDIA
CLEVELAND--(BUSINESS WIRE)--Intelligent power management company Eaton today announced that it is enabling the shift to high-voltage direct current (HVDC) power infrastructure in artificial intelligence (AI) data centers. Eaton is collaborating with NVIDIA on design best practices, reference architectures and innovative power management solutions tailored to support high-density GPU deployments, such as NVIDIA Kyber rack-scale systems with NVIDIA Rubin Ultra GPUs. This includes helping lead the transition to 800 V HVDC power infrastructure to support 1 megawatt racks and beyond as well as exploring opportunities to leverage its solutions in the NVIDIA Omniverse Blueprint for AI factory design and operations. Worldwide data center capex is projected to surpass $1 trillion by 2029 as operators invest in infrastructure capable of supporting the training and inference workloads of evolving models. As part of the NVIDIA Partner Network, Eaton is leveraging its deep expertise in power management and broad portfolio of technologies to design systems that meet the growing demands of AI workloads across the entire power ecosystem, from the grid to the chip level. 'With our decades of expertise in electrical power management innovation and broad solution portfolio, Eaton is uniquely positioned to support the demands of data centers in the AI era,' said Heath Monesmith, president and chief operating officer (COO), Electrical Sector, Eaton. 'Joining NVIDIA and other industry leaders enables us to further advance our strategy of providing systems that meet the demanding power, cooling and operational requirements of data centers and AI factories.' Eaton's grid-to-chip approach offers a comprehensive strategy for optimizing both white and gray space in AI data centers, with a portfolio of intelligent power distribution systems, backup power solutions, digital offers and other technologies that are essential to ensuring continuous operations and optimizing energy use in AI-driven environments. Eaton provides consultative services and expert advice to customers seeking to implement NVIDIA-based solutions or technologies. Eaton is an intelligent power management company dedicated to protecting the environment and improving the quality of life for people everywhere. We make products for the data center, utility, industrial, commercial, machine building, residential, aerospace and mobility markets. We are guided by our commitment to do business right, to operate sustainably and to help our customers manage power ─ today and well into the future. By capitalizing on the global growth trends of electrification and digitalization, we're helping to solve the world's most urgent power management challenges and building a more sustainable society for people today and generations to come. Founded in 1911, Eaton has continuously evolved to meet the changing and expanding needs of our stakeholders. With revenues of nearly $25 billion in 2024, the company serves customers in more than 160 countries. For more information, visit Follow us on LinkedIn.
Yahoo
01-07-2025
- Business
- Yahoo
Vertiv Moves Above 50 and 200-Day SMAs: Is the Stock a Smart Buy Now?
Vertiv VRT continues to demonstrate impressive upward momentum, consistently trading above its 200-day and 50-day simple moving averages (SMA), which are key indicators of price stability and long-term bullish trends. As of Monday, Vertiv was trading at $128.41, which surpassed both its 200-day SMA of $106.47 and 50-day SMA of $103.91, highlighting a continued uptrend. Image Source: Zacks Investment Research The technical strength, along with the stock's sustained momentum, reflects positive market sentiment and investor confidence in Vertiv's financial health and growth shares have gained 13% year to date, outperforming the broader Zacks Computer and Technology sector's increase of 6.1%. The Zacks Computers - IT Services industry declined 7.3% in the same time frame. VRT stock has also outperformed its closest peer, Eaton ETN, which is making strong efforts to advance its sustainable energy solutions and expand its market presence. Eaton shares have gained 7.6% in the year-to-date period. Vertiv is benefiting from an extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbar and modular solutions, is noteworthy. In the trailing 12 months, organic orders grew approximately 20%, with a book-to-bill of 1.4 times for the first quarter of 2025, indicating a strong prospect. Backlog grew 10% sequentially and 25% year over year to $7.9 billion. Image Source: Zacks Investment Research Vertiv's partnership with NVIDIA NVDA is a key catalyst. In June 2025, the company announced its energy-efficient 142KW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform. Vertiv solutions are available as SimReady 3D assets in the NVIDIA Omniverse Blueprint for AI factory design and expanding its portfolio with NVIDIA in May 2025, the company confirmed its alignment with NVIDIA's AI roadmap to deploy 800 VDC power architectures ahead of NVIDIA Kyber and Rubin Ultra platforms. Vertiv aims to stay one GPU generation ahead of NVIDIA, providing efficient and scalable power solutions for next-generation AI data centers. The partnership highlights Vertiv's commitment to supporting NVIDIA's evolving compute demands with advanced power and cooling infrastructure. Vertiv's rich partner base, which includes Ballard Power Systems, Compass Datacenters, NVIDIA, Intel, ZincFive, and Tecogen TGEN, is a key March 2025, Vertiv announced a collaboration with Tecogen to offer advanced natural gas-powered chiller technology to data centers worldwide. This technology addresses power constraints, enabling the deployment of AI at scale. Tecogen's proven 40-year expertise in clean energy solutions enhances Vertiv's portfolio of cooling solutions. For 2025, revenues are now expected to be between $9.325 billion and $9.575 billion. Organic net sales growth is likely to be between 16.5% and 19.5%.VRT expects 2025 non-GAAP earnings between $3.45 and $3.65 per share. Previously, revenues were projected between $9.125 billion and $9.275 billion for 2025. Organic net sales growth is expected to be between 15% and 17%. VRT projected 2025 non-GAAP earnings per share between $3.50 and $3.60. For second-quarter 2025, revenues are expected to be between $2.325 billion and $2.375 billion. Organic net sales are expected to increase in the 19% to 23% expects second-quarter 2025 non-GAAP earnings per share between 77 cents and 85 cents. The Zacks Consensus Estimate for Vertiv's second-quarter 2025 revenues is pegged at $2.27 billion, suggesting growth of 16.48% year over Zacks Consensus Estimate for second-quarter 2025 earnings is currently pegged at 82 cents per share, unchanged over the past 30 days. The figure indicates a year-over-year increase of 22.39%.The Zacks Consensus Estimate for Vertiv's 2025 revenues is pegged at $9.51 billion, suggesting growth of 18.71% year over Zacks Consensus Estimate for 2025 earnings is currently pegged at $3.55 per share, unchanged over the past 30 days. This indicates a 24.56% increase from the 2024 reported figure. Vertiv is currently overvalued, as suggested by a Value Score of terms of the trailing 12-month Price/Book, Vertiv is currently trading at 18.35X, compared with the broader Computer and Technology sector's 10.12X. Vertiv stock also trades at a higher P/B multiple compared to other industry peers, such as Eaton. At present, Eaton has a P/B multiple of 7.53X Image Source: Zacks Investment Research Vertiv is benefiting from its strong portfolio and rich partner base, which are driving order growth. These factors justify the company's premium valuation. Vertiv stock currently carries a Zacks Rank #2 (Buy) and has a Growth Score of A, a favorable combination that offers a strong investment opportunity, per the Zacks Proprietary methodology. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Eaton Corporation, PLC (ETN) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Tecogen Inc. (TGEN) : Free Stock Analysis Report Vertiv Holdings Co. (VRT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Mid East Info
16-06-2025
- Business
- Mid East Info
Vertiv develops Energy-Efficient Cooling and Power Reference Architecture for the NVIDIA GB300 NVL72 Platform
Available as SimReady™ Assets in NVIDIA Omniverse Blueprint for AI Factory Design and Operations New design demonstrates end-to-end energy-efficient cooling and power to support densities up to 142kW per rack Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, announced their energy-efficient 142kW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform. In addition to fully integrated end-to-end cooling and power strategies for this next generation platform, the reference architecture unlocks a new era of infrastructure design by shifting from traditional buildouts. Vertiv solutions are available as SimReady™ 3D assets in the NVIDIA Omniverse Blueprint for AI factory design and operations. The reference architecture can be customized for bespoke data center designs to dramatically reduce planning times and reduce risk during the buildout process. Vertiv works with NVIDIA and its data center roadmaps, to develop AI infrastructure strategies and deployment-ready designs that anticipate increased rack power densities. For example, Vertiv is collaborating with NVIDIA to support 800 VDC data center power infrastructure for 1 MW IT racks and beyond, with Vertiv solutions available starting in 2026. 'Building upon our strong collaboration with NVIDIA and a shared vision to advance AI infrastructure, Vertiv is proud to release our comprehensive reference design and SimReady™ 3D assets for the NVIDIA GB300 NVL72 platform,' stated Scott Armul, executive vice president of global portfolio and business units at Vertiv. 'Vertiv solutions allow customers to not only scale faster, but to optimize their AI-focused data centers digitally before a single physical module is built.' 'By combining NVIDIA's advanced AI platforms with Vertiv's expertise in power and cooling infrastructure, we're enabling customers to deploy next-generation data centers that are more efficient, scalable, and ready for the most demanding AI workloads,' said Dion Harris, senior director of HPC and AI Infrastructure at NVIDIA. 'Together, we're helping organizations unlock new levels of performance and sustainability as they build the future of AI.' The reference architecture for NVIDIA GB300 NVL72 is part of the Vertiv™ 360AI infrastructure platform, designed to help customers navigate integrated solutions for powering and cooling AI workloads and other high-performance computing applications. Key benefits of Vertiv's reference architecture and SimReady™ 3D assets for the NVIDIA GB300 NVL72 design include: Simulation to Deployment in One Path: Leveraging NVIDIA Omniverse technologies in the architecture bridges physical and digital infrastructure, enabling real-time system-level collaboration across IT, facilities, and engineering teams – allowing customers to test, optimize and validate the design before a single component is built. Leveraging NVIDIA Omniverse technologies in the architecture bridges physical and digital infrastructure, enabling real-time system-level collaboration across IT, facilities, and engineering teams – allowing customers to test, optimize and validate the design before a single component is built. Built for the Age of AI Reasoning: Supporting rack densities up to 142kW, the reference architecture for NVIDIA GB300 NVL72 defines the new benchmark for accelerated infrastructure — engineered for AI factories at scale. Supporting rack densities up to 142kW, the reference architecture for NVIDIA GB300 NVL72 defines the new benchmark for accelerated infrastructure — engineered for AI factories at scale. Accelerated Performance, Scale, and Speed: Delivering 1.5x more AI performance, up to 50% faster on-site builds and in 30% less physical space, Vertiv's reference architecture for NVIDIA GB300 NVL72 enables customers to scale AI infrastructure with unprecedented agility and energy efficiency. Delivering 1.5x more AI performance, up to 50% faster on-site builds and in 30% less physical space, Vertiv's reference architecture for NVIDIA GB300 NVL72 enables customers to scale AI infrastructure with unprecedented agility and energy efficiency. Thermal Flexibility Meets Efficiency Gains: Liquid cooling-ready, supporting both air- and hybrid- cooled configurations, achieves up to 70% better annual energy efficiency allowed by higher water Liquid cooling-ready, supporting both air- and hybrid- cooled configurations, achieves up to 70% better annual energy efficiency allowed by higher water Design, Deploy, Operate – Globally: Backed by 4,000+ Vertiv field service engineers globally, Vertiv's reference architecture for GB300 NVL72 brings unmatched scalability, serviceability, and supply chain reliability to global AI rollouts. As global AI demand accelerates exponentially, Vertiv is constantly working to deliver critical energy-efficient cooling and power solutions, to enable AI-ready infrastructure to run the next generation of AI factories. To learn more, visit
Techday NZ
12-06-2025
- Business
- Techday NZ
Vertiv unveils 142kW AI data centre design for NVIDIA GB300
Vertiv has introduced a 142kW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform, aiming to facilitate higher density and energy efficiency in data centres supporting advanced AI workloads. This new reference architecture is designed for customisation in bespoke data centre environments to reduce both planning times and risks associated with modern data centre buildouts. Vertiv's solutions are now available as SimReady 3D assets within the NVIDIA Omniverse Blueprint, supporting AI factory design and operations through digital simulation and validation. Reference architecture capabilities The architecture supports rack densities of up to 142 kW and offers integrated end-to-end cooling and power strategies for AI-driven data centre deployments. These capabilities address the increasing requirements of data centres as AI workloads become more prevalent and power consumption rises accordingly. Vertiv collaborates closely with NVIDIA on developing AI infrastructure strategies and designs that anticipate higher rack power densities. The company is developing support for 800 VDC data centre power infrastructure, including 1 MW IT racks and beyond, with these solutions anticipated to be available starting in 2026. The Vertiv 360AI infrastructure platform, under which the new reference architecture is based, aims to help customers meet the demands of powering and cooling AI workloads and other high-performance computing requirements. Simulation and deployment path One of the key aspects of Vertiv's solution is the emphasis on digital simulation to streamline deployment. Leveraging NVIDIA Omniverse technologies, the architecture bridges physical and digital environments, enabling real-time collaboration and allowing data centre teams to test and optimise their designs before construction. The reference architecture for the NVIDIA GB300 NVL72 has several highlighted benefits: it allows simulation to deployment in a unified workflow; it is built to support the increasing power and cooling needs of large-scale AI operations; and it promises accelerated performance, scale, and speed, claiming to deliver 1.5 times more AI performance, up to 50% faster on-site builds, and operation in 30% less physical space compared to traditional data centre builds. The system is also liquid cooling-ready and adaptable to air- and hybrid-cooled configurations, enabling up to a 70% improvement in annual energy efficiency by operating at higher water temperatures. Vertiv's global reach, with over 4,000 field service engineers, underpins its capability to support large-scale, international rollouts of the reference architecture for GB300 NVL72. Industry collaboration Vertiv's announcement reflects the ongoing collaboration between the companies as they seek to equip data centres to meet the evolving requirements of AI infrastructure. Dion Harris, Senior Director of HPC and AI Infrastructure at NVIDIA, provided additional detail: "By combining NVIDIA's advanced AI platforms with Vertiv's expertise in power and cooling infrastructure, we're enabling customers to deploy next-generation data centres that are more efficient, scalable, and ready for the most demanding AI workloads. Together, we're helping organisations unlock new levels of performance and sustainability as they build the future of AI." As AI-generated workloads continue to accelerate on a global scale, data centre providers and operators are seeking new infrastructure strategies to meet demand efficiently and with a view to sustainability. Vertiv's latest reference architecture, together with its SimReady assets, is positioned to enable deployment-ready designs that anticipate future industry requirements. The company continues to develop energy-efficient solutions for cooling and power delivery in response to the escalating computing needs of next-generation AI applications, focusing on digital optimisation and global serviceability across data centre deployments.
