Latest news with #NVIDIAKyber
Business Wire
6 days ago
- Automotive
- Business Wire
Eaton Accelerates the Transformation of Data Center Infrastructure in the AI Era with NVIDIA
CLEVELAND--(BUSINESS WIRE)--Intelligent power management company Eaton today announced that it is enabling the shift to high-voltage direct current (HVDC) power infrastructure in artificial intelligence (AI) data centers. Eaton is collaborating with NVIDIA on design best practices, reference architectures and innovative power management solutions tailored to support high-density GPU deployments, such as NVIDIA Kyber rack-scale systems with NVIDIA Rubin Ultra GPUs. This includes helping lead the transition to 800 V HVDC power infrastructure to support 1 megawatt racks and beyond as well as exploring opportunities to leverage its solutions in the NVIDIA Omniverse Blueprint for AI factory design and operations. Worldwide data center capex is projected to surpass $1 trillion by 2029 as operators invest in infrastructure capable of supporting the training and inference workloads of evolving models. As part of the NVIDIA Partner Network, Eaton is leveraging its deep expertise in power management and broad portfolio of technologies to design systems that meet the growing demands of AI workloads across the entire power ecosystem, from the grid to the chip level. 'With our decades of expertise in electrical power management innovation and broad solution portfolio, Eaton is uniquely positioned to support the demands of data centers in the AI era,' said Heath Monesmith, president and chief operating officer (COO), Electrical Sector, Eaton. 'Joining NVIDIA and other industry leaders enables us to further advance our strategy of providing systems that meet the demanding power, cooling and operational requirements of data centers and AI factories.' Eaton's grid-to-chip approach offers a comprehensive strategy for optimizing both white and gray space in AI data centers, with a portfolio of intelligent power distribution systems, backup power solutions, digital offers and other technologies that are essential to ensuring continuous operations and optimizing energy use in AI-driven environments. Eaton provides consultative services and expert advice to customers seeking to implement NVIDIA-based solutions or technologies. Eaton is an intelligent power management company dedicated to protecting the environment and improving the quality of life for people everywhere. We make products for the data center, utility, industrial, commercial, machine building, residential, aerospace and mobility markets. We are guided by our commitment to do business right, to operate sustainably and to help our customers manage power ─ today and well into the future. By capitalizing on the global growth trends of electrification and digitalization, we're helping to solve the world's most urgent power management challenges and building a more sustainable society for people today and generations to come. Founded in 1911, Eaton has continuously evolved to meet the changing and expanding needs of our stakeholders. With revenues of nearly $25 billion in 2024, the company serves customers in more than 160 countries. For more information, visit Follow us on LinkedIn.
Yahoo
01-07-2025
- Business
- Yahoo
Vertiv Moves Above 50 and 200-Day SMAs: Is the Stock a Smart Buy Now?
Vertiv VRT continues to demonstrate impressive upward momentum, consistently trading above its 200-day and 50-day simple moving averages (SMA), which are key indicators of price stability and long-term bullish trends. As of Monday, Vertiv was trading at $128.41, which surpassed both its 200-day SMA of $106.47 and 50-day SMA of $103.91, highlighting a continued uptrend. Image Source: Zacks Investment Research The technical strength, along with the stock's sustained momentum, reflects positive market sentiment and investor confidence in Vertiv's financial health and growth shares have gained 13% year to date, outperforming the broader Zacks Computer and Technology sector's increase of 6.1%. The Zacks Computers - IT Services industry declined 7.3% in the same time frame. VRT stock has also outperformed its closest peer, Eaton ETN, which is making strong efforts to advance its sustainable energy solutions and expand its market presence. Eaton shares have gained 7.6% in the year-to-date period. Vertiv is benefiting from an extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbar and modular solutions, is noteworthy. In the trailing 12 months, organic orders grew approximately 20%, with a book-to-bill of 1.4 times for the first quarter of 2025, indicating a strong prospect. Backlog grew 10% sequentially and 25% year over year to $7.9 billion. Image Source: Zacks Investment Research Vertiv's partnership with NVIDIA NVDA is a key catalyst. In June 2025, the company announced its energy-efficient 142KW cooling and power reference architecture for the NVIDIA GB300 NVL72 platform. Vertiv solutions are available as SimReady 3D assets in the NVIDIA Omniverse Blueprint for AI factory design and expanding its portfolio with NVIDIA in May 2025, the company confirmed its alignment with NVIDIA's AI roadmap to deploy 800 VDC power architectures ahead of NVIDIA Kyber and Rubin Ultra platforms. Vertiv aims to stay one GPU generation ahead of NVIDIA, providing efficient and scalable power solutions for next-generation AI data centers. The partnership highlights Vertiv's commitment to supporting NVIDIA's evolving compute demands with advanced power and cooling infrastructure. Vertiv's rich partner base, which includes Ballard Power Systems, Compass Datacenters, NVIDIA, Intel, ZincFive, and Tecogen TGEN, is a key March 2025, Vertiv announced a collaboration with Tecogen to offer advanced natural gas-powered chiller technology to data centers worldwide. This technology addresses power constraints, enabling the deployment of AI at scale. Tecogen's proven 40-year expertise in clean energy solutions enhances Vertiv's portfolio of cooling solutions. For 2025, revenues are now expected to be between $9.325 billion and $9.575 billion. Organic net sales growth is likely to be between 16.5% and 19.5%.VRT expects 2025 non-GAAP earnings between $3.45 and $3.65 per share. Previously, revenues were projected between $9.125 billion and $9.275 billion for 2025. Organic net sales growth is expected to be between 15% and 17%. VRT projected 2025 non-GAAP earnings per share between $3.50 and $3.60. For second-quarter 2025, revenues are expected to be between $2.325 billion and $2.375 billion. Organic net sales are expected to increase in the 19% to 23% expects second-quarter 2025 non-GAAP earnings per share between 77 cents and 85 cents. The Zacks Consensus Estimate for Vertiv's second-quarter 2025 revenues is pegged at $2.27 billion, suggesting growth of 16.48% year over Zacks Consensus Estimate for second-quarter 2025 earnings is currently pegged at 82 cents per share, unchanged over the past 30 days. The figure indicates a year-over-year increase of 22.39%.The Zacks Consensus Estimate for Vertiv's 2025 revenues is pegged at $9.51 billion, suggesting growth of 18.71% year over Zacks Consensus Estimate for 2025 earnings is currently pegged at $3.55 per share, unchanged over the past 30 days. This indicates a 24.56% increase from the 2024 reported figure. Vertiv is currently overvalued, as suggested by a Value Score of terms of the trailing 12-month Price/Book, Vertiv is currently trading at 18.35X, compared with the broader Computer and Technology sector's 10.12X. Vertiv stock also trades at a higher P/B multiple compared to other industry peers, such as Eaton. At present, Eaton has a P/B multiple of 7.53X Image Source: Zacks Investment Research Vertiv is benefiting from its strong portfolio and rich partner base, which are driving order growth. These factors justify the company's premium valuation. Vertiv stock currently carries a Zacks Rank #2 (Buy) and has a Growth Score of A, a favorable combination that offers a strong investment opportunity, per the Zacks Proprietary methodology. 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 Eaton Corporation, PLC (ETN) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Tecogen Inc. (TGEN) : 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
Yahoo
20-05-2025
- Business
- Yahoo
Vertiv Enhances AI Infrastructure with NVIDIA (NVDA) 800V DC
We recently published a list of . In this article, we are going to take a look at where Vertiv Holdings Co (NYSE:VRT) stands against other AI stocks that are surging on news and analyst ratings. According to an analysis by global management consulting firm McKinsey & Company, data centers are projected to require $6.7 trillion in capital expenditures worldwide by 2030 to keep up with the demand for compute power. Those data centers that are equipped to handle AI processing loads are projected to require $5.2 trillion in capital expenditures. Meanwhile, those powering traditional IT applications are projected to require $1.5 trillion, totaling up to a staggering figure close to $7 trillion. READ NEXT: and The report further claims that the companies that anticipate compute power demand and invest accordingly will win the AI-driven computing era. By proactively securing critical resources such as land, materials, energy capacity, and computing power, they would have the potential to gain a significant competitive edge. Different analysts seem to have differing perspectives on this $7 trillion figure. Wes Cummins, CEO of Applied Digital, believes that the $7 trillion estimate appears to be 'on the high end.' 'If we're talking just the next five years, I think that's a hard number to hit, just from the practicality of building and finding enough power.' On the other hand, Steven Lim from NTT Global Data Centers asserted that the large figure is not that far-fetched. 'If we have an idealized situation and a consistent demand curve that we see today, then $7 trillion is not out of bounds.' While the opinions on the feasibility of this estimate may vary, one thing that is clear is that the race to build AI-ready infrastructure is accelerating. As the demand for compute power surges to new heights, the ability to scale efficiently will determine which companies will lead the AI era and which ones will fall behind. For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points ().Vertiv Holdings Co (NYSE:VRT) offers digital infrastructure technology and services for data centers, communication networks, and commercial and industrial facilities. On May 19, the critical digital infrastructure provider confirmed its strategic alignment with NVIDIA's announcement of 800 VDC power architectures for future AI-centric data centers. The 800 VDC power portfolio by Vertiv is planned for release in the second half of 2026, ahead of NVIDIA Kyber and NVIDIA Rubin Ultra platform rollouts. The goal of this strategic alignment is to enable customers to deploy their power and cooling infrastructure in alignment with NVIDIA's next-generation compute platforms. A major advantage of the 800 VDC is that it enables more efficient and centralized power delivery through reducing copper usage, current, and thermal losses. This is particularly useful now that rack power requirements in AI environments are scaling beyond 300 kilowatts. 'As GPUs evolve to support increasingly complex AI applications at giga-watt scale, power and cooling providers need to be equally innovative to provide energy-efficient and high-density solutions for the AI factories. While the 800 VDC portfolio is new, DC power isn't a new direction for us, it's a continuation of what we've already done at scale. We've spent decades deploying higher-voltage DC architectures across global telecom, industrial, and data center applications. We're entering this transition from a position of strength and bringing real-world experience to meet the demands of the AI factory.' Overall, VRT ranks 7th on our list of AI stocks that are surging on news and analyst ratings. While we acknowledge the potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRT and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Mid East Info
20-05-2025
- Business
- Mid East Info
Vertiv accelerates AI Infrastructure Evolution in alignment with NVIDIA 800 VDC Power Architecture announcement
Designed for next-generation AI factories, Vertiv's 800 VDC solutions planned for 2026, in support of NVIDIA rack-scale compute platforms Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, today confirmed its strategic alignment with NVIDIA's announcement of an AI roadmap to deploy 800 VDC power architectures for the next generation of AI-centric data centers. Paving the way for future-ready designs, Vertiv's 800 VDC power portfolio is scheduled for release in the second half of 2026 — ahead of NVIDIA Kyber and NVIDIA Rubin Ultra platform rollouts. Vertiv aligns with the NVIDIA AI roadmap to stay one GPU generation ahead, enabling customers to deploy their power and cooling infrastructure in sync with NVIDIA's next-generation compute platforms. Vertiv provides end-to-end power, cooling, integrated infrastructure and services to support AI factories and other data center deployments. As rack power requirements in AI environments scale beyond 300 kilowatts, 800 VDC enables more efficient, centralized power delivery by reducing copper usage, current, and thermal losses. Vertiv's upcoming portfolio will feature centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems, expanding its broad, end-to-end power management portfolio that already includes a robust AC power train. 'As GPUs evolve to support increasingly complex AI applications at giga-watt scale, power and cooling providers need to be equally innovative to provide energy-efficient and high-density solutions for the AI factories. While the 800 VDC portfolio is new, DC power isn't a new direction for us, it's a continuation of what we've already done at scale,' said Scott Armul, executive vice president of global portfolio and business units at Vertiv. 'We've spent decades deploying higher-voltage DC architectures across global telecom, industrial, and data center applications. We're entering this transition from a position of strength and bringing real-world experience to meet the demands of the AI factory.' Vertiv's experience in DC power spans more than two decades of ±400 VDC deployments, broadened by strategic acquisitions during the early 2000's. These solutions support critical loads in global telecom networks, integrated microgrids, and mission-critical facilities. This foundation establishes Vertiv as a trusted leader in the safe design, deployment, and operation of higher-voltage DC architectures, with proven scale, portfolio, and long-term serviceability. Designed for homogeneous AI zones in hyperscale environments, Vertiv's 800 VDC portfolio is a key pillar of its 'unit of compute' strategy — a systems-level design engineered to enable all infrastructure components — to interoperate as one modular and scalable system, matching infrastructure demands of next-generation GPUs. Vertiv's support for both AC and DC architectures is a strategic differentiator in the evolving AI data center landscape. For more information about Vertiv's DC power solutions and end-to-end power and cooling solutions, visit
