Vertiv Holdings (VRT)
UPS, thermal management, power distribution for DC. NVIDIA co-development.
- Ticker: VRT
- Sector: cooling (ups cooling)
- DC exposure tier: high
Vertiv Holdings (VRT) is a high-exposure name in the data-center supply chain in the cooling sector. Data Center Index tracks Vertiv Holdings's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Critical digital infrastructure (power, thermal, racks, services) for DC operators — essentially the entire business is DC.
Tracked Vertiv Holdings data center projects
- xAI Colossus 2 — 1.5 GW, Memphis, TN · operational
- Colossus 2 — 1.5 GW, Memphis, TN · operational
- OpenAI Stargate Abilene — 1.2 GW, Abilene, TX · operational
- Colossus 1 — 425 MW, Memphis, TN · announced
- xAI Colossus 1 — 425 MW, Memphis, TN · operational
- Lancaster County DC — 300 MW, Lancaster County, PA · under construction