Vertiv announced a partnership with NVIDIA to advance converged physical infrastructure for the company’s Vera Rubin DSX AI factory reference design and the NVIDIA Omniverse DSX Blueprint. The collaboration will provide simulation‑ready power and cooling models, validated interfaces, and repeatable infrastructure building blocks that can be combined, configured, and extended to support deployments ranging from smaller AI clusters to gigawatt‑scale AI factories.
The partnership centers on Vertiv’s DSX SimReady digital power and cooling assets, which are validated through simulation. These assets enable operators to reduce design complexity, improve confidence before buildout, and accelerate time to capacity. The standardized 12.5 MW building blocks can be stacked to meet the power and cooling demands of AI workloads, from modest clusters to large‑scale factories.
Vertiv’s Q4 2025 results provide a strong backdrop for the partnership. The company reported revenue of $2.88 billion and adjusted diluted EPS of $1.36, with a backlog of approximately $15 billion and organic order growth of 252% year‑over‑year. The partnership builds on this momentum, positioning Vertiv to capture a larger share of the high‑density AI infrastructure market.
Management emphasized the strategic importance of the collaboration. "AI factories are forcing a fundamental change in how digital infrastructure is designed, validated, and deployed. Vertiv’s role is to help turn complex AI infrastructure from a collection of separate products into converged, simulation‑ready physical systems. Working with NVIDIA, we are helping customers move faster from design to deployment. By combining our power and cooling portfolio with validated interfaces and digital models, we can help customers accelerate development, improve operational confidence, and unlock better output per watt," said Scott Armul, Chief Product and Technology Officer at Vertiv.
The partnership expands Vertiv’s AI data‑center portfolio and strengthens its competitive position with a leading hyperscaler. By embedding its solutions into NVIDIA’s reference designs, Vertiv gains a first‑move advantage and is well positioned to meet the growing demand for energy‑efficient, high‑density AI infrastructure.
Vertiv has guided for a 2026 full‑year revenue range of $13.25 billion to $13.75 billion and adjusted diluted EPS of $5.97 to $6.07, reflecting confidence in the AI market and the added value of the NVIDIA partnership.
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