Vertiv (VRT) reported Q4 2025 organic orders growth of 252% year-over-year with a $15B backlog at a 2.9x book-to-bill ratio, while guiding 2026 net sales of $13.25B-$13.75B and adjusted EPS of $5.97-$6.07. Nvidia-driven AI infrastructure demand is forcing data center operators to adopt liquid cooling solutions including coolant distribution units and trim coolers, where Vertiv is rapidly expanding manufacturing capacity through new factories and ~$1B in Q4 acquisitions including PerchRight.
Vertiv is positioned as the essential thermal architecture provider as AI compute density accelerates and companies like Nvidia scale GPU deployments that require liquid cooling to manage heat at unprecedented levels.
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Vertiv (NYSE:VRT) CEO Giordano Albertazzi has a message for anyone wondering whether his company can keep up with the AI infrastructure wave: the capacity is there, and it’s growing fast.
In a recent interview, when asked directly whether Vertiv has enough liquid cooling capacity to handle the business that Nvidia (NASDAQ:NVDA) has generated, Albertazzi was emphatic: “We’ve been growing capacity specifically in the liquid cooling and the service behind that really, really, really rapidly. So we’re very confident about our strength in that respect.”
Vertiv sits at the intersection of two massive forces: AI compute density is climbing faster than anyone expected, and the thermal consequences are landing squarely on data center operators. Modern GPU clusters generate heat at a scale that traditional air cooling simply cannot manage. Liquid cooling, specifically through coolant distribution units (CDUs), is the answer the industry has landed on.
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Albertazzi framed it clearly on the Q4 2025 earnings call: “CDUs in various shapes and forms are a long-term element of the thermal chain.” He also highlighted a newer product called the “trim cooler” — “a chiller that is really optimized to operate at high temperatures, but also with the flexibility for lower temperatures that coexist in systems. It is a solution that maximizes free cooling, and it is certainly very, very central to the future of the industry.”
