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Vertiv Introduces First Converged Physical Infrastructure Digital Twin for NVIDIA Omniverse DSX

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Vertiv (NYSE:VRT) announced a production-grade digital twin capability for Vertiv SmartRun, integrated into NVIDIA Omniverse DSX Blueprint. The model-based tool is designed to help data centers plan, simulate, and validate AI factory power, cooling, and controls as one system before deployment.

Built using Dassault Systèmes 3DEXPERIENCE and connected to Omniverse DSX, Vertiv SmartRun will be demonstrated at Computex Taipei 2026 as both physical infrastructure and a configurable digital twin.

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Market Reality Check

Price: $315.71 Vol: Volume 7,103,461 vs 20-da...
normal vol
$315.71 Last Close
Volume Volume 7,103,461 vs 20-day average 5,712,431 (relative volume 1.24x) ahead of this AI infrastructure news. normal
Technical Shares at $315.71 are trading above the 200-day MA of $211.28, and about 16.9% below the 52-week high of $379.94.

Peers on Argus

VRT gained 0.49% while close peers were mixed: HUBB (-0.04%), NVT (+0.90%), AYI ...

VRT gained 0.49% while close peers were mixed: HUBB (-0.04%), NVT (+0.90%), AYI (+1.31%), AEIS (-6.48%), ENS (-1.52%). No clear sector-wide move.

Historical Context

5 past events · Latest: May 19 (Neutral)
Pattern 5 events
Date Event Sentiment Move Catalyst
May 19 Investor conference Neutral -6.4% Two-day investor conference outlining strategy, technology focus and outlook.
May 15 Mini-tender response Neutral -1.4% Company urged shareholders to reject unsolicited mini‑tender offer conditions.
May 12 Conference preview Neutral -0.2% Announcement of upcoming investor conference with strategic and financial updates.
May 06 AI data center deal Positive +5.3% Large AI data center campus lease announcement with multi‑year contract value.
May 05 Leadership change Positive +3.0% Appointment of new Chief Procurement Officer to strengthen supply chain and growth.
Pattern Detected

Recent Vertiv headlines, including governance and investor events, have often seen modest single-day moves, with sharper reactions around larger strategic or sector news.

Recent Company History

Over the last few months, Vertiv reported several corporate and investor events. An investor conference on May 19-20, 2026 and a recommendation to reject a mini‑tender offer were followed by modest to negative price reactions. A leadership appointment on May 5, 2026 saw a positive move of 3.04%. One sector-related AI data center campus announcement on May 6, 2026 coincided with a 5.25% move. Today’s AI-focused digital twin announcement fits the theme of positioning around high-density, AI infrastructure demand.

Regulatory & Risk Context

Active S-3 Shelf
Shelf Active
Active S-3 Shelf Registration 2026-02-19

An effective S-3ASR shelf filed on February 19, 2026 allows Vertiv to issue various debt securities over time for general corporate purposes, with at least 2 prospectus supplements (Form 424B5) already filed.

Market Pulse Summary

This announcement highlights Vertiv’s progress on a production-grade digital twin for SmartRun withi...
Analysis

This announcement highlights Vertiv’s progress on a production-grade digital twin for SmartRun within NVIDIA Omniverse DSX, targeting faster, model-based AI factory design and deployment. It builds on the company’s broader push into AI and high-density infrastructure. Investors may track how these capabilities integrate with prior acquisitions in liquid cooling and existing infrastructure platforms, and watch for future updates on commercialization, customer adoption, and incremental financial contribution from AI-focused solutions.

Key Terms

digital twin, ai factory, model-based systems engineering, 3dexperience platform
4 terms
digital twin technical
"Vertiv SmartRun digital twin shifts planning to a model-based approach, allowing..."
A digital twin is a live virtual replica of a physical asset, process, or system that mirrors real-world behavior using data and models so users can test changes, predict problems, and measure performance without touching the real thing. For investors, digital twins matter because they can lower maintenance costs, speed product development, improve uptime and reliability, and make future cash flows and risks easier to forecast — like using a flight simulator to safely train and tune a real airplane.
ai factory technical
"helps accelerate AI factory design, simulation, and deployment workflows..."
An "AI factory" is an organizational setup that combines data, software, computing power and repeatable processes to build, train, deploy and monitor artificial intelligence systems at scale — like an assembly line for AI models. Investors care because a well‑run AI factory can lower costs, speed product delivery and create predictable revenue streams from many AI-powered products, making a business more competitive and scalable in a measurable way.
model-based systems engineering technical
"Created using Dassault Systèmes model-based systems engineering capabilities..."
Model-based systems engineering is a way of designing complex products by creating and using shared digital models rather than relying mainly on separate documents. Like building from a detailed 3D blueprint or simulation that everyone can test and update, it helps catch problems earlier, speed development, and reduce costly surprises. Investors care because it can lower development costs, shorten time-to-market, improve reliability, and make regulatory or integration risks easier to manage.
3dexperience platform technical
"Created using Dassault Systèmes model-based systems engineering capabilities on the 3DEXPERIENCE platform..."
A cloud-based software environment that brings together design, engineering, simulation and data management tools so teams can build and test products in a shared digital workspace. Think of it as a virtual workshop and control center where files, versions and feedback are kept in one place so projects move faster and fewer mistakes happen. Investors watch adoption of the platform because it can create steady subscription income, deepen customer ties, and expand sales across industries.

AI-generated analysis. Not financial advice.

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Model-based digital twin capability of Vertiv SmartRun helps accelerate AI factory design, simulation, and deployment workflows

COLUMBUS, Ohio, June 1, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced progress on a production-grade digital twin capability for Vertiv™ SmartRun integrated in the NVIDIA Omniverse DSX Blueprint, advancing the company's roadmap to make AI factory infrastructure more configurable, repeatable, and simulation-ready.

As AI deployments scale to higher densities and larger capacities, data centers need a faster, more reliable way to turn each generation of computing into real-world infrastructure. Traditional, document-based processes and siloed handoffs across power, cooling, controls, and deployment teams can't keep pace. Vertiv SmartRun digital twin shifts planning to a model-based approach, allowing infrastructure to be designed, simulated, and validated as a single system before build-out. By capturing system configurations and dependencies in a virtual environment, it helps reduce late-stage design changes and integration risk, improve confidence through simulation, and accelerate time from planning to operational readiness—while improving coordination across teams.

"AI infrastructure can no longer be planned one compute generation at a time," said Scott Armul, chief product and technology officer at Vertiv. "To deliver more tokens per second per megawatt, customers need power, cooling, controls, and deployment workflows to be designed as one interdependent system. The Vertiv SmartRun digital twin helps encode Vertiv's infrastructure expertise into configurable, simulation-ready building blocks that support faster, more confident AI factory planning. As we extend this approach to Vertiv™ OneCore Rubin DSX, Vertiv is helping customers translate future compute requirements into deployable physical infrastructure before those requirements reach full deployment scale."

The Vertiv SmartRun digital twin is the first phase in Vertiv's multi-phase AI factory digital twin roadmap. Digital twins are designed to help close the gap between accelerated compute innovation and physical infrastructure readiness, preserving engineering intent from early configuration and simulation through deployment, commissioning, lifecycle assurance, and future optimization.

"AI factories require full-stack co-design across compute and physical infrastructure," said Vladimir Troy, vice president of AI Infrastructure at NVIDIA. "NVIDIA Omniverse DSX Blueprint helps the ecosystem build, simulate, and optimize gigawatt-scale AI factory digital twins using OpenUSD, SimReady assets, and power, thermal, and operational simulations. Bringing Vertiv SmartRun into this workflow can help customers evaluate infrastructure choices earlier and prepare for multiple generations of accelerated computing."

At Computex Taipei 2026, Vertiv will demonstrate Vertiv™ SmartRun as both a physical infrastructure system and a configurable digital twin, allowing attendees to explore configuration scenarios and see how model-based design choices can support downstream infrastructure planning, coordination, and simulation workflows. Created using Dassault Systèmes model-based systems engineering capabilities on the 3DEXPERIENCE platform and connected to NVIDIA Omniverse DSX workflows, the demonstrator establishes a shared digital foundation for configuration, simulation, validation, and future optimization across the AI factory infrastructure lifecycle.

"Digital twins allow complex infrastructure systems to be represented with the intelligence of their configuration rules, dependencies, and engineering intent," said Stéphane Sireau, vice president of high tech industry at Dassault Systèmes. "At Computex, Vertiv, Dassault and NVIDIA demonstrate how Vertiv's AI factory infrastructure is moving from document-based design workflows toward an industrialized, model-based systems engineering approach optimized for speed, quality, and system-level performance."

See the video "Simulation-ready converged physical infrastructure for AI at scale" to learn more about leveraging digital twin for Vertiv's solutions for AI infrastructure, or 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 on June 1, 2026 about NVIDIA Omniverse DSX?

Vertiv announced a production-grade digital twin capability for Vertiv SmartRun integrated into NVIDIA Omniverse DSX Blueprint. According to Vertiv, this model-based approach is designed to support AI factory planning, simulation, and validation across power, cooling, controls, and deployment workflows as one interdependent system.

How does Vertiv SmartRun digital twin support AI factory infrastructure for VRT investors?

Vertiv SmartRun digital twin is designed to let AI factory infrastructure be designed, simulated, and validated virtually before build-out. According to Vertiv, this can help reduce late-stage design changes, lower integration risk, and shorten time from planning to operational readiness for large-scale AI deployments.

What role does NVIDIA Omniverse DSX Blueprint play in Vertiv (VRT) AI factory solutions?

NVIDIA Omniverse DSX Blueprint provides a platform to build, simulate, and optimize AI factory digital twins using OpenUSD and SimReady assets. According to Vertiv, integrating SmartRun into this workflow helps customers evaluate infrastructure choices earlier across multiple generations of accelerated computing and AI capacity growth.

How are Dassault Systèmes tools used in the new Vertiv SmartRun digital twin for AI infrastructure?

The Vertiv SmartRun digital twin demonstrator is created using Dassault Systèmes model-based systems engineering on the 3DEXPERIENCE platform. According to Vertiv, this integration provides a shared digital foundation for configuration, simulation, validation, and future optimization across the AI factory infrastructure lifecycle in data centers.

What is Vertiv’s multi-phase AI factory digital twin roadmap and why does it matter for VRT?

Vertiv describes SmartRun digital twin as the first phase of a multi-phase AI factory digital twin roadmap. According to Vertiv, digital twins are intended to preserve engineering intent from early configuration through deployment, commissioning, lifecycle assurance, and future optimization of high-density AI infrastructure.