Latest news with #GB300NVL72
CNBC
07-07-2025
- Business
- CNBC
Citi raises price target on Nvidia, citing expanding AI opportunity
Citi see an expanding market for Nvidia's AI business as the company leads global sovereign AI build-outs and continues to scale Blackwell. Analyst Atif Malik raised his price target on Nvidia to $190 from $180, which suggests shares can jump 19.2% from their latest close. Malik's bullish thesis is partly driven by the uptick in sovereign AI demand , which refers to nations' efforts to produce and control their own AI infrastructure and data. "We believe sovereign demand is already contributing up to billions of dollars in 2025 and expect the mix of sovereign AI sales to step up in 2026," Malik wrote in a Monday note to clients. "Nvidia has line of sight to 10s of GW over the next couple of years for enterprise and sovereign AI factory buildouts and the company is involved in essentially every sovereign deal (1GW ~ $50B of Nvidia sales)." He modeled his 2028 total addressable market for Nvidia's data center, semis and AI businesses to reach $563 billion, 13% higher than his prior estimate. He also lifted his expectations on Nvidia's networking segment to $119 billion from $90 billion, citing larger AI training clusters and emerging scale-up intra-networking opportunities. Nvidia's Blackwell ramp is another bright spot for the stock story, according to Malik. "Regarding the pace of rack buildouts of GB200, we believe the concerns of potential bottlenecks in terms of supply are no longer justified as deployments are happening at a rapid pace," he said. "On GB300, we expect smooth transition as Nvidia likely learned from Hopper to B200 transition." CoreWeave last week became the first cloud provider to deploy systems that include Nvidia's next-generation GB300 NVL72 AI systems, also known as its Blackwell Ultra chips. Nvidia has said that Blackwell Ultra can produce 50 times more AI content compared to its predecessor, Blackwell.
CNBC
03-07-2025
- Business
- CNBC
CoreWeave is the first cloud provider to deploy Nvidia's latest AI chips
Nvidia's Blackwell Ultra chips, the company's next-generation graphics processor for artificial intelligence, have been commercially deployed at CoreWeave, the companies announced on Thursday. CoreWeave has received shipments of Dell-built shipments based around Nvidia's GB300 NVL72 AI systems, Dell said on Thursday. It's the first cloud provider to install systems based around Blackwell Ultra. The Blackwell Ultra is Nvidia's latest chip, expected to ship in volume during the rest of the year. The systems that CoreWeave is installing are liquid-cooled and include 72 Blackwell Ultra GPUs and 36 Nvidia Grace CPUs. The systems are assembled and tested in the U.S., Dell said. CoreWeave shares rose 6% during trading on Thursday, Dell shares were up about 2% and Nvidia rose less than 2%. The announcement is a milestone for Nvidia. AI developers still clamor for the latest Nvidia chips, which have improvements that make them better for training and deploying models. Nvidia said Blackwell Ultra can produce 50 times more AI content than its predecessor, Blackwell. Investors closely watch how Nvidia manages the transition when it announces new AI chips to see if there are production issues or delays. Nvidia CFO Colette Kress said in May that Blackwell Ultra shipments would start in the current quarter. It's also a win for CoreWeave, a cloud provider that rents access to Nvidia GPUs to other clouds and AI developers. Although CoreWeave is smaller than the cloud services operated by Amazon, Google, and Microsoft, its ability to offer Nvidia's latest chips first give it a way to differentiate itself. CoreWeave historically has a close relationship with Nvidia, which owns a stake in the cloud provider. CoreWeave went public earlier this year, and the stock price has quadrupled since its IPO.
Yahoo
30-06-2025
- Business
- Yahoo
Vertiv's Liquid Cooling Stack Gaining Adoption: Will the Tech Deliver?
Vertiv VRT is expanding liquid cooling solutions across its AI infrastructure portfolio to accelerate deployment and support large-scale data center growth. These advanced thermal systems, including heat rejection units and liquid distribution architecture, are being integrated into prefabricated modules, enabling faster rollout of high-density GPU product innovation and deeper AI integration are emerging as key growth drivers. As AI workloads continue to scale, particularly in training and running AI models at the hyperscale level, Vertiv is addressing rising thermal complexity. As part of a large-scale deployment for Italy's iGenius project, the company delivered prefabricated modules equipped with liquid cooling and power systems optimized for NVIDIA's GB200 and GB300 NVL72 platforms. These builds reflect the company's focus on next-generation thermal infrastructure designed to meet the needs of high-density AI advancements are strengthening momentum in modular deployments. Vertiv is scaling production of factory-integrated liquid cooling and working toward full USMCA qualification in Mexico to support regional demand. These capabilities help reduce lead times and improve rack-level energy efficiency for hyperscale AI of Vertiv's cooling stack is expanding across global AI programs, particularly among hyperscalers deploying next-gen GPU infrastructure. In first-quarter 2025, total orders increased 13% year over year while backlog increased to $7.9 billion, up 25% year over year. With differentiated cooling and heat rejection technologies and broader capacity, Vertiv is positioned to support long-term growth in AI infrastructure. Vertiv's AI infrastructure solutions face increasing competition from nVent Electric NVT and TE Connectivity TEL, both of which are expanding their offerings to support high-density, AI-driven data centre Electric is advancing its position with liquid cooling solutions, including coolant distribution units, rack manifolds, and rear-door heat exchangers designed for large-scale GPU environments. Its collaboration with NVIDIA on GB200 and NVL72 reference architectures positions nVent Electric to address the rising thermal complexity in hyperscale AI Connectivity is gaining traction with high-speed interconnects and thermal components built for AI factory-scale infrastructure. Its expertise in power delivery, signal integrity, and connector density makes TE Connectivity a key player as AI deployments scale across enterprise and cloud. VRT's shares have gained 11.9% year to date, while the broader Zacks Computer & Technology sector has returned 6.1% and the Zacks Computers - IT Services industry has plunged 7.2%. Image Source: Zacks Investment Research Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 18.18X compared with the Computer and Technology sector's 10.1X. VRT has a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter earnings is pegged at 82 cents per share, unchanged over the past 30 days, indicating 22.39% year-over-year growth. Vertiv Holdings Co. price-consensus-chart | Vertiv Holdings Co. Quote The consensus mark for VRT's 2025 earnings is pegged at $3.55 per share, which has remained unchanged over the past 30 days. The figure indicates a 24.56% increase year over currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TE Connectivity Ltd. (TEL) : Free Stock Analysis Report nVent Electric PLC (NVT) : Free Stock Analysis Report Vertiv Holdings Co. (VRT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
16-06-2025
- Business
- Yahoo
VRT Boosts AI Infrastructure With NVIDIA Deal: A Sign of More Upside?
Vertiv's VRT digital infrastructure portfolio has been gaining traction as hyperscalers and enterprises increasingly scale AI deployments to support high-performance data centers. Vertiv provides integrated solutions spanning power, thermal and rack systems to enable dense compute environments essential for AI training, inference and accelerated recent launch expands its presence in AI infrastructure. The company introduced a high-density reference design for NVIDIA's GB300 NVL72 platform, supporting up to 142kW per rack through a combination of liquid and air cooling. The solution is designed to handle the extreme power and thermal requirements of NVIDIA's 72-GPU rack-scale systems and accelerate time-to-deployment for customers building AI factories. The design strengthens Vertiv's strategic alignment with NVIDIA and positions it as a key player in AI-ready infrastructure systems have been a critical driver for enabling energy-efficient, high-density deployments across its global data center customer base. Its expanding AI-aligned portfolio is driving strong financial momentum. In the first quarter of 2025, the company reported net sales of $2.04 billion, up 24% year over year. The figure beat the Zacks consensus estimates by 6.26%. Orders rose 13% year over year, pushing backlog to $7.9 billion. Non-GAAP EPS grew 49% year over year to 64 cents, surpassing the Zacks Consensus Estimate by 3.23%, driven by operational leverage and demand for AI infrastructure enterprises accelerate investment in AI data centers, Vertiv expects its thermal management and integrated rack systems to contribute meaningfully to its revenue growth. Vertiv's AI infrastructure solutions face increasing competition from Super Micro Computer SMCI and Hewlett Packard Enterprise HPE, both of which are expanding their capabilities to serve hyperscale and enterprise AI data center Micro Computer is strengthening its position with end-to-end AI rack-scale systems that integrate compute, networking, storage and liquid cooling. Its building block architecture allows customers to configure optimized systems for large language model training and inference workloads. By supporting NVIDIA HGX and other high-density GPU platforms, Super Micro Computer has been targeting the thermal and power demands of next-generation AI Packard Enterprise is expanding its footprint through HPE Cray and ProLiant servers, bundled with liquid-cooled solutions and high-speed interconnects. The company's AI-native infrastructure is designed to support enterprise and research customers running foundation models and AI factories at scale. Hewelett Packard Enterprise's GreenLake platform further differentiates its offering by delivering Infrastructure as a Service for hybrid and edge AI deployments. VRT's shares have declined 2.3% year to date, while the broader Zacks Computer & Technology sector has returned 1.1% and the Zacks Computers - IT Services industry has plunged 8.2%. Image Source: Zacks Investment Research Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 15.86X compared with the Computer and Technology sector's 9.61X. VRT has a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter earnings is pegged at 82 cents per share, unchanged over the past 30 days, indicating 22.39% year-over-year growth. Vertiv Holdings Co. price-consensus-chart | Vertiv Holdings Co. Quote The consensus mark for VRT's 2025 earnings is pegged at $3.55 per share, which has remained unchanged over the past 30 days. The figure indicates a 24.56% increase year over currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Super Micro Computer, Inc. (SMCI) : Free Stock Analysis Report Hewlett Packard Enterprise Company (HPE) : Free Stock Analysis Report Vertiv Holdings Co. (VRT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
12-06-2025
- Business
- Techday NZ
Vertiv unveils 142kW AI data centre design for NVIDIA GB300
Vertiv has introduced a 142kW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform, aiming to facilitate higher density and energy efficiency in data centres supporting advanced AI workloads. This new reference architecture is designed for customisation in bespoke data centre environments to reduce both planning times and risks associated with modern data centre buildouts. Vertiv's solutions are now available as SimReady 3D assets within the NVIDIA Omniverse Blueprint, supporting AI factory design and operations through digital simulation and validation. Reference architecture capabilities The architecture supports rack densities of up to 142 kW and offers integrated end-to-end cooling and power strategies for AI-driven data centre deployments. These capabilities address the increasing requirements of data centres as AI workloads become more prevalent and power consumption rises accordingly. Vertiv collaborates closely with NVIDIA on developing AI infrastructure strategies and designs that anticipate higher rack power densities. The company is developing support for 800 VDC data centre power infrastructure, including 1 MW IT racks and beyond, with these solutions anticipated to be available starting in 2026. The Vertiv 360AI infrastructure platform, under which the new reference architecture is based, aims to help customers meet the demands of powering and cooling AI workloads and other high-performance computing requirements. Simulation and deployment path One of the key aspects of Vertiv's solution is the emphasis on digital simulation to streamline deployment. Leveraging NVIDIA Omniverse technologies, the architecture bridges physical and digital environments, enabling real-time collaboration and allowing data centre teams to test and optimise their designs before construction. The reference architecture for the NVIDIA GB300 NVL72 has several highlighted benefits: it allows simulation to deployment in a unified workflow; it is built to support the increasing power and cooling needs of large-scale AI operations; and it promises accelerated performance, scale, and speed, claiming to deliver 1.5 times more AI performance, up to 50% faster on-site builds, and operation in 30% less physical space compared to traditional data centre builds. The system is also liquid cooling-ready and adaptable to air- and hybrid-cooled configurations, enabling up to a 70% improvement in annual energy efficiency by operating at higher water temperatures. Vertiv's global reach, with over 4,000 field service engineers, underpins its capability to support large-scale, international rollouts of the reference architecture for GB300 NVL72. Industry collaboration Vertiv's announcement reflects the ongoing collaboration between the companies as they seek to equip data centres to meet the evolving requirements of AI infrastructure. Dion Harris, Senior Director of HPC and AI Infrastructure at NVIDIA, provided additional detail: "By combining NVIDIA's advanced AI platforms with Vertiv's expertise in power and cooling infrastructure, we're enabling customers to deploy next-generation data centres that are more efficient, scalable, and ready for the most demanding AI workloads. Together, we're helping organisations unlock new levels of performance and sustainability as they build the future of AI." As AI-generated workloads continue to accelerate on a global scale, data centre providers and operators are seeking new infrastructure strategies to meet demand efficiently and with a view to sustainability. Vertiv's latest reference architecture, together with its SimReady assets, is positioned to enable deployment-ready designs that anticipate future industry requirements. The company continues to develop energy-efficient solutions for cooling and power delivery in response to the escalating computing needs of next-generation AI applications, focusing on digital optimisation and global serviceability across data centre deployments.
