Vertiv Holdings Co. and Hut 8 Corp. announced a partnership to integrate Vertiv’s OneCore modular converged infrastructure into select Hut 8 AI data‑center projects. The collaboration combines OneCore’s high‑density AI‑ready design, powered by digital‑twin technology, with Hut 8’s power‑first, energy‑intensive platform to accelerate deployment schedules and provide design certainty for large‑scale AI facilities.
Vertiv’s recent Q4 2025 earnings underscored the strategic fit: net sales reached $2.88 billion, slightly below consensus, while adjusted diluted EPS of $1.36 beat expectations by $0.06. The company raised its 2026 guidance to net sales of $13.25‑$13.75 billion and adjusted diluted EPS of $5.97‑$6.07, reflecting confidence in continued demand for AI‑ready infrastructure. A record $15 billion backlog and a 252% surge in organic orders further illustrate the momentum behind Vertiv’s OneCore platform.
Hut 8’s Q4 2025 results, meanwhile, showed revenue of $88.5 million—up 179% from the prior year—yet the company posted a net loss of $301.8 million, largely driven by unrealized losses on digital‑asset holdings. Despite the loss, earnings per share of –$0.1101 beat the consensus of –$0.1243, indicating that core compute operations are growing even as the company navigates volatility in its mining and digital‑asset portfolio.
The partnership aligns with Vertiv’s strategy to capitalize on the accelerating AI infrastructure market. By embedding OneCore’s modular, digitally orchestrated architecture into Hut 8’s power‑centric design, the two firms aim to deliver standardized, high‑performance power and cooling solutions that reduce construction time and improve scalability for hyperscalers. Vertiv’s CEO Giordano Albertazzi noted that the partnership “strengthens our position as a preferred partner for hyperscalers seeking rapid, reliable infrastructure solutions,” while Hut 8’s CEO Asher Genoot emphasized that the collaboration “enhances our ability to standardize design, maintain rigorous delivery timelines, and boost execution confidence for large‑scale AI projects.”
The deal is a key milestone for both companies: Vertiv expands its presence in energy‑first data‑center deployments, and Hut 8 solidifies its pivot toward AI and high‑performance computing while maintaining its core mining and digital‑asset operations. Together, the partnership positions the firms to capture a growing share of the AI data‑center market, where demand for integrated, high‑density infrastructure is outpacing traditional construction methods.
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