Vertiv: AI Data Center and Direct Liquid Cooling Stock; Nvidia Supplier

The data center accounts for 80% of Vertiv’s business, up from 75% when we initially covered Vertiv back in June. More recently, in Q3, management highlighted its belief that liquid cooling will grow rapidly over the next three years. Per the earnings call: “We believe from a market value standpoint that air and heat rejection combined will be 70% of the market and liquid 30% over the next few years. Air and heat rejection will grow at a 10% CAGR and liquid at a 30% CAGR, all growing very nicely.

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