From Vision to Readiness: Vertiv Collaborates with NVIDIA to Advance 800 VDC Platform Designs to Power the Next Generation of AI Factories

Rhea-AI Summary

Vertiv (NYSE: VRT) announced progress with NVIDIA on engineering-ready 800 VDC platform designs to power megawatt-scale AI factories. Vertiv says the 800 VDC portfolio is planned for release in H2 2026 and designed to align with the 2027 rollout of NVIDIA Rubin Ultra platforms.

Designs include centralized rectifiers, high-efficiency DC busways, and rack-level DC-DC converters; Vertiv reports active early design testing on large AI factory projects and service readiness supported by 4,000+ field service engineers.

Positive

• 800 VDC portfolio planned for H2 2026
• Alignment to support NVIDIA Rubin Ultra rollout in 2027
• Designs include centralized rectifiers and high-efficiency DC busways
• 4,000+ field service engineers supporting global service maturity

Negative

• Platform remains in early design and testing phases (not yet commercial)
• Commercial rollout depends on NVIDIA Rubin Ultra 2027 timing

News Market Reaction

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+5.91% News Effect

On the day this news was published, VRT gained 5.91%, reflecting a notable positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Vertiv matures system-level infrastructure designs to support future NVIDIA AI infrastructure

COLUMBUS, Ohio, Oct. 13, 2025 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories, detailing its design maturity for 800 VDC power architectures. Building on its strategic alignment announced in May 2025, Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' strategy, moving from concept to engineering readiness. The 800 VDC power portfolio is planned to release in the second half of 2026, aligning to support the 2027 rollout of NVIDIA Rubin Ultra platforms.

From Commitment to Execution

The data center industry is at a critical inflection point: Traditional 54 VDC in-rack distribution, designed for kilowatt-scale racks, cannot meet the megawatt-scale demands of accelerated computing. To address this, Vertiv and NVIDIA are collaborating on scalable Vertiv™ 800 VDC systems integrated with energy storage, creating the foundation for AI factories optimized for large-scale, synchronous AI and high-performance computing workloads. Vertiv is finalizing its component specifications for comprehensive platform designs which include centralized rectifiers, high-efficiency DC busways, and rack-level DC-DC converters engineered to support the megawatt scale rack demands of future NVIDIA compute.

"Larger AI workloads are reshaping every aspect of data center design," said Scott Armul, executive vice president, global portfolio and business units at Vertiv. "Our systems-level expertise in both AC and DC-based power data center architectures positions us uniquely to address the unprecedented power demands of AI workloads. With the development of our Vertiv 800 VDC platform designs, we're translating our extensive experience into next-generation solutions that will support the massive compute densities required for AI factories."

"Powering the next generation of megawatt-scale AI factories requires a fundamental shift in power architectures," said Dion Harris, senior director, HPC, Cloud and AI Infrastructure at NVIDIA. "NVIDIA and Vertiv are working closely together to develop the scalable and efficient power foundation needed to unlock the full potential of next-generation AI infrastructure."

The Next Chapter for 800 VDC Power

A trusted leader in the data center space, Vertiv's 800 VDC power portfolio builds on decades of experience and technologies in DC architectures for telecom and industrial applications. Vertiv is actively engaged in the early design phases of several large AI factory projects, where its reference designs and product designs are being performance-tested and validated, and scaled against real-world, gigawatt-scale demands.

Platform Readiness, Service Maturity

This platform-level readiness extends to Vertiv's global service model. Safely servicing complex 800 VDC environments is a critical enabler for AI factory adoption and a key differentiator for Vertiv. The company's proven serviceability for AC and DC systems, backed by its 4,000+ field service engineers, provides the long-term operational confidence required for mission-critical AI deployments.

"We are engineering a holistic, scalable system where infrastructure parts interoperate as one – demonstrating Vertiv's role as a systems-level partner, moving from vision to readiness and enabling the infrastructure necessary to power future-ready AI factories," said Armul.

For more information about Vertiv's AI infrastructure solutions, visit Vertiv.com.

About Vertiv
Vertiv (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 statements
This 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.

CONTACT
Vertiv@ruderfinn.com

 

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SOURCE Vertiv Holdings Co

FAQ

What did Vertiv (VRT) announce about 800 VDC platform timing?

Vertiv said its 800 VDC power portfolio is planned for release in H2 2026.

How does Vertiv's 800 VDC work relate to NVIDIA Rubin Ultra and timing for VRT shareholders?

Vertiv states the 800 VDC designs align to support the 2027 rollout of NVIDIA Rubin Ultra platforms, tying product timing to that deployment window.

What technical components are in Vertiv's 800 VDC platform designs announced Oct 13, 2025?

Designs include centralized rectifiers, high-efficiency DC busways, and rack-level DC-DC converters engineered for megawatt-scale racks.

Will Vertiv's service organization support 800 VDC AI factories?

Vertiv says service readiness extends globally, backed by its 4,000+ field service engineers for complex 800 VDC environments.

Are Vertiv's 800 VDC systems already deployed in AI factories as of Oct 13, 2025?

Vertiv reports active early design phases and performance testing on large AI factory projects, but the portfolio is still in design/testing.