Vertiv Accelerates AI Infrastructure Evolution in Alignment with NVIDIA 800 VDC Power Architecture Announcement
Vertiv (VRT) has announced its strategic alignment with NVIDIA's 800 VDC power architecture roadmap for AI-centric data centers. The company plans to release its 800 VDC power portfolio in the second half of 2026, ahead of NVIDIA's Kyber and Rubin Ultra platform rollouts. This new architecture enables more efficient power delivery for AI environments where rack power requirements exceed 300 kilowatts.
The portfolio will include centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems. Vertiv brings over two decades of experience in ±400 VDC deployments across telecom, industrial, and data center applications. The company's dual support for both AC and DC architectures positions it uniquely in the AI data center infrastructure market.
Vertiv (VRT) ha annunciato il suo allineamento strategico con la roadmap di NVIDIA per l'architettura di alimentazione a 800 VDC, pensata per data center focalizzati sull'AI. L'azienda prevede di lanciare il suo portafoglio di alimentazione a 800 VDC nella seconda metà del 2026, anticipando il rilascio delle piattaforme Kyber e Rubin Ultra di NVIDIA. Questa nuova architettura consente una distribuzione dell'energia più efficiente in ambienti AI dove la potenza richiesta per rack supera i 300 kilowatt.
Il portafoglio comprenderà raddrizzatori centralizzati, bus DC ad alta efficienza, convertitori DC-DC a livello di rack e sistemi di backup compatibili con DC. Vertiv vanta oltre vent'anni di esperienza nelle implementazioni a ±400 VDC nei settori telecom, industriale e data center. Il supporto duale dell'azienda per architetture AC e DC la rende unica nel mercato delle infrastrutture per data center AI.
Vertiv (VRT) ha anunciado su alineación estratégica con la hoja de ruta de arquitectura de potencia de 800 VDC de NVIDIA para centros de datos centrados en IA. La compañía planea lanzar su portafolio de potencia de 800 VDC en la segunda mitad de 2026, antes del despliegue de las plataformas Kyber y Rubin Ultra de NVIDIA. Esta nueva arquitectura permite una entrega de energía más eficiente para entornos de IA donde los requerimientos de potencia por rack superan los 300 kilovatios.
El portafolio incluirá rectificadores centralizados, conductos DC de alta eficiencia, convertidores DC-DC a nivel de rack y sistemas de respaldo compatibles con DC. Vertiv aporta más de dos décadas de experiencia en despliegues de ±400 VDC en telecomunicaciones, industria y aplicaciones de centros de datos. El soporte dual de la compañía para arquitecturas AC y DC la posiciona de manera única en el mercado de infraestructura para centros de datos de IA.
Vertiv (VRT)는 AI 중심 데이터 센터를 위한 NVIDIA의 800 VDC 전력 아키텍처 로드맵과 전략적 제휴를 발표했습니다. 이 회사는 NVIDIA의 Kyber 및 Rubin Ultra 플랫폼 출시 전에 2026년 하반기에 800 VDC 전력 포트폴리오를 출시할 계획입니다. 이 새로운 아키텍처는 랙당 전력 요구가 300킬로와트를 초과하는 AI 환경에서 보다 효율적인 전력 공급을 가능하게 합니다.
포트폴리오에는 중앙 집중식 정류기, 고효율 DC 버스웨이, 랙 수준 DC-DC 컨버터 및 DC 호환 백업 시스템이 포함됩니다. Vertiv는 통신, 산업 및 데이터 센터 분야에서 ±400 VDC 배포 경험을 20년 이상 보유하고 있습니다. AC 및 DC 아키텍처를 모두 지원하는 Vertiv의 이중 지원은 AI 데이터 센터 인프라 시장에서 독보적인 위치를 차지합니다.
Vertiv (VRT) a annoncé son alignement stratégique avec la feuille de route de l'architecture électrique 800 VDC de NVIDIA pour les centres de données axés sur l'IA. La société prévoit de lancer son portefeuille d'alimentation 800 VDC au second semestre 2026, avant le déploiement des plateformes Kyber et Rubin Ultra de NVIDIA. Cette nouvelle architecture permet une distribution d'énergie plus efficace dans les environnements IA où les besoins en puissance par rack dépassent 300 kilowatts.
Le portefeuille comprendra des redresseurs centralisés, des bus DC à haute efficacité, des convertisseurs DC-DC au niveau du rack et des systèmes de secours compatibles DC. Vertiv apporte plus de vingt ans d'expérience dans les déploiements ±400 VDC dans les secteurs des télécommunications, de l'industrie et des centres de données. Le soutien dual de l'entreprise aux architectures AC et DC la positionne de manière unique sur le marché de l'infrastructure des centres de données IA.
Vertiv (VRT) hat seine strategische Ausrichtung an NVIDIAs 800 VDC Stromarchitektur-Roadmap für KI-zentrierte Rechenzentren bekannt gegeben. Das Unternehmen plant, sein 800 VDC Stromportfolio in der zweiten Hälfte des Jahres 2026 vor der Einführung der Kyber- und Rubin Ultra Plattformen von NVIDIA auf den Markt zu bringen. Diese neue Architektur ermöglicht eine effizientere Stromversorgung in KI-Umgebungen, in denen die Rack-Leistungsanforderungen 300 Kilowatt übersteigen.
Das Portfolio umfasst zentralisierte Gleichrichter, hocheffiziente DC-Busways, DC-DC-Wandler auf Rack-Ebene und DC-kompatible Backup-Systeme. Vertiv bringt über zwei Jahrzehnte Erfahrung mit ±400 VDC Einsätzen in Telekommunikation, Industrie und Rechenzentrumsanwendungen mit. Die duale Unterstützung von AC- und DC-Architekturen positioniert das Unternehmen einzigartig im Markt für KI-Rechenzentrumsinfrastruktur.
- Strategic alignment with NVIDIA's AI roadmap positions Vertiv as a key infrastructure provider for next-gen AI data centers
- Over 20 years of experience in DC power deployments demonstrates technical expertise
- 800 VDC technology enables more efficient power delivery and reduces copper usage and thermal losses
- Dual support for both AC and DC architectures provides competitive advantage in the AI infrastructure market
- New 800 VDC portfolio won't be available until second half of 2026
- Limited to hyperscale environments with homogeneous AI zones
Insights
Vertiv strategically positions itself for future AI infrastructure growth by aligning with NVIDIA's 800 VDC power architecture roadmap, leveraging its DC power expertise.
Vertiv's announcement represents a significant strategic positioning in the rapidly evolving AI infrastructure market. The company is smartly aligning its product roadmap with NVIDIA's next-generation GPU platforms by planning to release 800 VDC power solutions in 2H 2026, specifically timed to precede NVIDIA's Kyber and Rubin Ultra platforms.
This move demonstrates forward-thinking product development as AI workloads drive unprecedented power density requirements. With rack power demands exceeding 300 kilowatts in AI environments, the shift to 800 VDC architecture offers compelling advantages - reducing copper usage, current requirements, and thermal losses, ultimately improving efficiency at scale.
What's particularly important is Vertiv's experience advantage in this transition. While competitors might view 800 VDC as novel territory, Vertiv brings over two decades of experience deploying ±400 VDC systems across telecom and mission-critical facilities. This expertise provides a significant competitive edge in safely designing and supporting higher-voltage DC architectures.
The announcement also reveals Vertiv's broader strategic approach with its "unit of compute" strategy - creating modular, systems-level designs where all infrastructure components work together cohesively. This addresses a critical pain point in AI deployments where infrastructure integration challenges can delay implementation.
By supporting both AC and DC architectures, Vertiv positions itself to capture maximum market share during this technology transition period, serving both traditional facilities and next-generation AI factories. This represents a thoughtful approach to market evolution rather than an abrupt pivot.
Designed for next-generation AI factories, Vertiv's 800 VDC solutions planned for 2026, in support of NVIDIA rack-scale compute platforms
Vertiv aligns with the NVIDIA AI roadmap to stay one GPU generation ahead, enabling customers to deploy their power and cooling infrastructure in sync with NVIDIA's next-generation compute platforms. Vertiv provides end-to-end power, cooling, integrated infrastructure and services to support AI factories and other data center deployments.
As rack power requirements in AI environments scale beyond 300 kilowatts, 800 VDC enables more efficient, centralized power delivery by reducing copper usage, current, and thermal losses. Vertiv's upcoming portfolio will feature centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems, expanding its broad, end-to-end power management portfolio that already includes a robust AC power train.
"As GPUs evolve to support increasingly complex AI applications at giga-watt scale, power and cooling providers need to be equally innovative to provide energy-efficient and high-density solutions for the AI factories. While the 800 VDC portfolio is new, DC power isn't a new direction for us, it's a continuation of what we've already done at scale," said Scott Armul, executive vice president of global portfolio and business units at Vertiv. "We've spent decades deploying higher-voltage DC architectures across global telecom, industrial, and data center applications. We're entering this transition from a position of strength and bringing real-world experience to meet the demands of the AI factory."
Vertiv's experience in DC power spans more than two decades of ±400 VDC deployments, broadened by strategic acquisitions during the early 2000's. These solutions support critical loads in global telecom networks, integrated microgrids, and mission-critical facilities. This foundation establishes Vertiv as a trusted leader in the safe design, deployment, and operation of higher-voltage DC architectures, with proven scale, portfolio, and long-term serviceability.
Designed for homogeneous AI zones in hyperscale environments, Vertiv's 800 VDC portfolio is a key pillar of its "unit of compute" strategy — a systems-level design engineered to enable all infrastructure components — to interoperate as one modular and scalable system, matching infrastructure demands of next-generation GPUs. Vertiv's support for both AC and DC architectures is a strategic differentiator in the evolving AI data center landscape.
For more information about Vertiv's DC power solutions and end-to-end power and cooling solutions, visit www.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
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.
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