Story perspectives

NVIDIA and Vertiv Unveil New Cooling Tech Amid Sales Challenges

10/22/2025

Summary

Story summary

NVIDIA Corp. and Vertiv Holdings, LLC launched a 142 kW cooling and power architecture for NVIDIA GB300 NVL72, expanding Nvidia's AI factory design offerings.
Vertiv faces flat sales in the EMEA region, with projections for 2025.
Rising engineering and R&D costs, along with intense competition in the liquid cooling market, raise concerns about Vertiv's near-term performance.
Analysts view Vertiv as a hold due to these risks and potential tariff impacts.

History

Historical Context

Since the early 2000s, liquid cooling technology has transformed data center efficiency, with IBM reporting energy savings of up to 30% in 2000. The rise of high-density computing, particularly for AI applications, has driven innovations like NVIDIA and Vertiv's recent 142 kW cooling architecture, highlighting the urgent need for effective cooling solutions amid escalating energy costs and competition in the tech industry.

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Story summary

NVIDIA Corp. and Vertiv Holdings, LLC launched a 142 kW cooling and power architecture for NVIDIA GB300 NVL72, expanding Nvidia's AI factory design offerings.
Vertiv faces flat sales in the EMEA region, with projections for 2025.
Rising engineering and R&D costs, along with intense competition in the liquid cooling market, raise concerns about Vertiv's near-term performance.
Analysts view Vertiv as a hold due to these risks and potential tariff impacts.

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