Vertiv expects 800V DC architecture to drive incremental demand for liquid cooling and broader thermal management across IT stack; shipping expected in 2027

“Clearly um we see necessarily as a transition a wholesale transition to 800 volt... 800 volt is going to be an important portion of the total market as uh as we go into 2027 and uh and beyond. We are on uh our on time with our programs... shipping will be a little bit uh uh further away uh but um you know I think it's uh it's a little bit premature to to elaborate too much but we see it as a as a 2027 uh thing. when it comes to uh liquid cooling and the influence of uh of 800 volt I would say that there will be a correlation not a causation uh necessarily uh simply because 800 volt DC is a is a is applied for very high density uh compute that very high density compute will see not just liquid cooling for the chip but for a much bigger array of uh electronics across the entire uh IT stack.”