AI Industry Node

Vertiv

VRTNYSEUSDatacenter Infrastructure / Power

Thesis

Node Thesis

Vertiv benefits as rack density turns cooling into a bottleneck.

Narrative

Power and cooling beneficiary of dense AI datacenters.

Supply Chain

Higher-density AI racks increase power and cooling demand.

Active Theses

Power and cooling are second-order AI capex winners

4/5

Vertiv benefits as rack density turns cooling into a bottleneck.

active · 12-24 months