Vertiv
The pure-play data-center infrastructure leader: cooling, UPS, busway.
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Vertiv sells the thermal and power chain around the racks — CDUs, rear-door heat exchangers, chillers, UPS and switchgear — and co-designs liquid-cooling reference platforms with NVIDIA generations ahead of shipment. It became the definitive stock-market proxy for AI data-center capex.
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Record reviewed as of 2026-01-15 — see Methodology.