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Vertiv 800V DC architecture validation with NVIDIA accelerates capex into 2027, supporting higher content per megawatt
Giordano Albertazzi· Vertiv· AI· 2026-05-01· about Vertiv Holdings Co; NVIDIA Corporation (VRT; NVDA)
“For the initial phase of this site, Vision Bay AI awarded the power thermal and services business to Vertive for what is Taiwan's first AI data center featuring Nvidia GB300. On top of this, we are collaborating for the world's uh first uh AI data center adopting 800 VDC volt DC architectures at the rack and pod level featuring Nvidia Vera Rubin. This is an example of early customer validation of our road map... as a number of viable power architectures expand and AC and DC coexist to deliver on the 800 volt DC, vert content opportunity per megawatt expands and we're leading this transition.”
Why it matters
Vertiv is securing early design wins on next-generation 800V DC power architectures with NVIDIA's next-gen chips (Vera Rubin). This validates a key technology roadmap and signals higher infrastructure capex intensity per megawatt deployed at hyperscalers.
Investment implication
NVIDIA's accelerator roadmap now requires higher-margin power and thermal infrastructure from Vertiv, supporting Vertiv's content expansion thesis and higher capex by hyperscalers deploying Vera Rubin. This also signals NVIDIA's commitment to custom power architectures beyond standard AC.