Vertiv Holdings Co has announced a significant partnership with a major European hyperscale developer, marking a strategic entry into the rapidly expanding market for AI-ready data centers. The agreement positions Vertiv as the preferred supplier for prefabricated modules designed specifically for liquid-cooled GPU deployments. This move is seen as a potential catalyst for strengthening the company’s role in providing the physical infrastructure backbone for the burgeoning AI economy.
Addressing Core AI Infrastructure Challenges
The collaboration centers on Vertiv supplying its standardized, hybrid-built “Vertiv OneCore” modules. These units are engineered to support the high power densities and advanced liquid cooling requirements of modern GPU platforms. Under the agreement, the partner, GreenScale, will handle site infrastructure and foundational work, while Vertiv provides the core technology for thermal management and power stability—critical components for gigawatt-scale campus projects. This partnership directly tackles one of the most significant scaling challenges in AI workloads: managing immense heat generation and ensuring reliable power delivery.
This deal is consistent with a series of similar industry collaborations and underscores Vertiv’s ongoing strategic shift from a component supplier to a comprehensive provider of the “physical layer” for AI data centers.
Financial Performance and Market Context
Alongside the partnership news, routine regulatory filings disclosed Deferred Share Unit (DSU) accumulations under existing long-term incentive plans. CFO Craig Chamberlin accrued 2.06 DSUs, while the Chief Process Officer accrued 2.54 DSUs. Such filings are standard and are not typically viewed as drivers of significant share price movement.
Should investors sell immediately? Or is it worth buying Vertiv?
The company’s shares have shown stabilization following volatility in December. Currently trading at €139.08, the stock sits slightly below its 50-day moving average, despite having gained approximately 20% since the start of the year. Market observers point to a record order backlog and strategic acquisitions as key drivers of investor confidence.
Key Financial and Operational Highlights:
* Record Order Backlog: $9.5 billion (as of end-December)
* Recent Acquisition: PurgeRite (approximately $1.0 billion) to enhance liquid cooling capabilities
* Confirmed 2025 EPS Guidance: Management reaffirmed projected earnings per share in the range of $4.07 to $4.13
* Next Anticipated Catalyst: Preliminary annual results and the 2026 outlook, scheduled for February
Strategic Implications and Forward Look
The GreenScale partnership has the potential to substantially solidify Vertiv’s footprint in Europe by providing access to hyperscale projects with substantial liquid cooling demands. Execution will be critical to realizing this potential. Key factors include the timely delivery of modules, successful integration of the recently acquired PurgeRite technology, and the mitigation of near-term cost pressures from steel and aluminum tariffs. Management has stated its goal to neutralize these tariff impacts by the end of the first quarter of 2026.
The upcoming preliminary annual figures and 2026 forecast in February will serve as the next concrete milestone. These results are expected to provide clarity on whether the company’s growth potential is translating into improved margins and effective order fulfillment.
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