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The Power Grid — Power, Cooling & Construction · AI Chain

VRT

Vertiv Holdings
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Liquid cooling pure-play — $15B backlog

What they do

Vertiv makes the uninterruptible power supplies, power distribution, and especially the liquid cooling systems for AI server racks. Modern AI racks pull 50-100 kilowatts (10x older racks) and require liquid cooling. $15 billion backlog. Direct NVIDIA GB200/300 partner.