Vertiv Targets Up to 30% More Cumulative AI Token Output in First 12 Months Using NVIDIA DSX, Polar Deploys Approach at Norway Site
The model assumes 317 versus 245 productive days at equal installed capacity during the first 12 months from design kickoff.
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Rhea-AI Summary
Vertiv (NYSE: VRT) and NVIDIA introduced an AI factory approach targeting up to 30% more cumulative token output in the first 12 months. The target is modeled from project kickoff at equal installed capacity, not an achieved operating result. The approach combines pre-engineered reference designs, virtual validation and factory-built infrastructure, integrating NVIDIA DSX technologies with Dassault Systèmes' 3DEXPERIENCE platform.
In the model, configuration and validation take three days versus approximately 30 days, while on-site power and cooling deployment takes 45 days versus approximately 90 days. Together, these stages fall from approximately 120 days to 48 days; actual results vary by project. Polar Data Centers is applying the factory-built approach to its first 41 MW phase at Herøya, Norway, with Vertiv supplying prefabricated power and thermal modules and supporting infrastructure.
Positive
- Minor point. Forward-looking: it has not happened yet and may not happen.Polar's first 41 MW phase at Herøya uses Vertiv's factory-built infrastructure, including power and thermal modules.
Negative
- None.
Details
Market move: VRT +6.91% vs previous close. AI factory approach launch
On Oct 21, the day this news came out, the latest delayed price for VRT is 6.91% above the previous close. Our momentum scanner has recorded 18 alerts for this stock so far that day. The latest delayed price is $217.63. Relative volume is very high at 3.1x the average.
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Key Figures
- Cumulative token output
- Up to 30% more
- Modeled first 12 months; same installed capacity
- Configuration and validation time
- Approximately 30 days to 3 days (10x faster)
- Modeled comparison using pre-engineered reference designs
- Infrastructure deployment time
- 90 days to 45 days (up to 50% reduction)
- Modeled on-site power and cooling deployment
- Combined configuration and deployment stages
- Approximately 120 days to 48 days
- Modeled approach
- Polar data center capacity
- First phase: 41 MW; scalable to 100 MW
- Herøya, Norway AI data center
Previous AI Reports
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Vertiv introduced a production-grade SmartRun digital twin integrated with NVIDIA Omniverse DSX.
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Vertiv deployed integrated power, cooling and rack infrastructure for an NVIDIA DGX GB300 AI system.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
digital twins technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Pre-engineered reference designs enable configuration and validation up to 10x faster, combined with factory-built infrastructure for faster deployment, integrated with Dassault Systèmes' 3DEXPERIENCE agentic platform
For AI factory operators, securing compute is only part of the challenge. Traditional infrastructure development can require power, cooling and facility systems to be engineered and integrated through separate, sequential processes, creating complexity and potential delays. The Vertiv and NVIDIA approach starts instead with pre-engineered AI factory reference architectures that can be rapidly configured to customer and site requirements, virtually validated before deployment, then translated into factory-built infrastructure.
Configure and Validate: Up to 10x Faster with Pre-Engineered Reference Designs2
Teams can start with pre-engineered AI factory reference designs and rapidly configure them for specific compute, power, cooling and facility requirements in a shared virtual environment. The approach combines the NVIDIA Vera Rubin DSX AI Factory reference design and NVIDIA Omniverse DSX Blueprint, with Vertiv SimReady power and cooling assets, integrated with Dassault Systèmes' 3DEXPERIENCE agentic platform.
Rather than developing an integrated infrastructure design from scratch, teams can configure and virtually validate proven reference designs against project requirements, interfaces and constraints. In the modeled scenario, this reduces the time from requirements to a configured and validated AI factory solution from approximately 30 days to three days, a 10x improvement.
Vertiv is also contributing SimReady OpenUSD assets of its power and cooling equipment to SimReady Central Library on Hugging Face. The library helps engineering teams discover and reuse validated equipment assets in AI factory digital twins, reducing asset preparation and helping teams evaluate infrastructure options during design.
Deploy: Up to
Once the AI factory configuration is validated, Vertiv prefabricated solutions shift more assembly, integration and testing into the factory before equipment reaches the site. These solutions include Vertiv™ OneCore, a hybrid-built data center solution that integrates critical power, thermal management and supporting infrastructure, and Vertiv™ SmartRun, a prefabricated overhead infrastructure system for high-density power distribution, liquid cooling, networking and containment.
By moving more infrastructure work off-site, teams can reduce field complexity and on-site integration requirements. In the modeled scenario, the factory-built approach reduces the infrastructure deployment period from approximately 90 days to 45 days, a reduction of up to
Combined with the faster configuration and validation enabled by pre-engineered reference designs, the modeled approach reduces these stages from approximately 120 days to 48 days. That can make productive AI capacity available about 10 weeks sooner, generating up to
Field Deployment: Polar Data Centers at Herøya,
At its Herøya campus in
"An AI factory earns its return in tokens, and every day spent configuring infrastructure or integrating it on site is output that never comes back," said Giordano Albertazzi, CEO of Vertiv. "Success depends on how quickly operators can move from requirements to productive AI capacity. By starting with pre-engineered reference designs that can be rapidly configured and validated, then extending that approach through factory-built deployment, we help customers reduce complexity, deploy infrastructure faster and bring AI capacity online sooner. Polar Data Centers is demonstrating how that approach can be applied at scale in a real-world AI factory deployment."
"AI factories must be designed as one system, and the NVIDIA Vera Rubin DSX AI Factory reference design helps teams align compute, power and cooling requirements from the outset," said Vladimir Troy, Vice President of AI Infrastructure at NVIDIA. "With the NVIDIA Omniverse DSX Blueprint, companies such as Vertiv and Dassault Systèmes can simulate these systems together and carry an integrated design into physical deployment, helping operators resolve conflicts earlier and bring productive AI capacity online sooner."
"With Vertiv and NVIDIA, we're accelerating AI factory design and deployment by engineering the factory as one system – compute, networking, power and cooling co-designed and co-simulated in a virtual twin," said Stéphane Sireau, Vice President, High-Tech Industry, at Dassault Systèmes. "Integration issues get resolved before construction, not on site, helping bring token-producing capacity online sooner."
"Our customers measure us on how quickly capacity is ready for them," said Andy Hayes, CEO of Polar Data Centers. "At Herøya, Vertiv's factory-built infrastructure helps us manage the complexity of deploying power, cooling and white-space systems for high-density computing. It gives us a more disciplined, repeatable deployment model while preserving the flexibility to meet the requirements of our customers."
Vertiv and NVIDIA plan to demonstrate elements of the approach at NVIDIA GTC Berlin, including how facility requirements inform infrastructure configuration, how teams can virtually validate power and cooling requirements, and how Vertiv applies factory-built infrastructure to accelerate physical deployment. The demonstration will feature technology from Dassault Systèmes, and Polar Data Centers will show how the deployment approach is being applied in a real-world AI factory.
Visitors can learn more at the Vertiv booth (#3055), and Scott Armul, Chief Product and Technology Officer at Vertiv, will present Building the AI Factory: Converting Megawatts into Intelligence during a sponsored expo-theater session on Oct. 22, 2026, from 4:00 to 4:15 p.m. CEST.
For more information about Vertiv's portfolio of power and thermal management products, infrastructure solutions, IT systems and services for critical digital applications, visit www.Vertiv.com.
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Modeled. First 12 months measured from design kickoff: 317 vs. 245 productive days at equal installed capacity (3 + 45 vs. 30 + 90 days). Actual results will vary. |
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2: |
Modeled. Time to an initial integrated design, configured and validated in the digital twin: 3 days vs. a 30-day conventional design process. Results vary by project. |
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3: |
Modeled. On-site power and cooling deployment with Vertiv factory-built infrastructure: 45 days vs. a 90-day conventional on-site baseline. Results vary by project. |
About Vertiv Holdings Co.
Vertiv Holdings Co. (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
About Polar Data Centers
Polar develops and operates high-performance data centers optimised for AI and high-density computing workloads. The company is building a growing European platform of AI-ready infrastructure, combining renewable power, resilient design, high-density cooling capability, and a customer-led approach to development and operations.
About Dassault Systèmes
Dassault Systèmes is a catalyst for human progress. Since 1981, the company has pioneered virtual worlds to improve real life for consumers, patients and citizens. Through the 3DEXPERIENCE platform, AI-powered, science-based virtual twins help 390,000 customers of all sizes, in all industries, collaborate, imagine and create sustainable innovations that drive meaningful impact. For more information, visit: www.3ds.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.
For media inquiries, please contact:
Ruder Finn for Vertiv
E Vertiv@RuderFinn.com
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SOURCE Vertiv Holdings Co
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Vertiv's up to 30% AI token output target measure?
The target measures up to 30% more cumulative token output during the first 12 months from design kickoff at equal installed capacity. It is modeled using 317 versus 245 productive days, reflecting faster design and infrastructure deployment rather than higher installed capacity. Actual results will vary.
Where is Polar using Vertiv's factory-built AI infrastructure?
Polar Data Centers is using Vertiv's factory-built deployment approach for the first 41 MW phase of its multiphase AI data center at Herøya, Norway. Vertiv is supplying prefabricated power and thermal modules, SmartRun overhead infrastructure and SmartMod, supported by Unify software.