Vertiv Deepens AI Data‑Center Push With Liquid‑Cooling Deal and Big‑Build Roles

Overview

• Vertiv named Frieda He chief procurement officer to tighten supply chains, cut costs, and raise supplier quality as demand for high‑density data centers grows.
• Reuters identified Vertiv as a partner on Hut 8’s Beacon Point AI campus in Texas, placing its equipment inside a large NVIDIA‑aligned build.
• Vertiv bought Strategic Thermal Labs, adding cold‑plate design, server‑side liquid cooling, and high‑density testing to better link in‑server cooling with the wider power and cooling system.
• The company reported a small revenue miss but an earnings beat in the first quarter and guided to $13.75 billion in 2026 sales and $6.35 in earnings per share at the midpoint.
• Analysts and commentators stayed bullish, with Evercore setting a $350 target and Jim Cramer urging staged buying, as transformer shortages and higher rack heat raise the value of integrated power and cooling vendors.