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Vertiv targeting 800V DC architecture transition with second half 2026 product launches; signals need for new power distribution, controls, and thermal technologies
Giordano Albertazzi· Vertiv· AI· 2026-04-22· about Vertiv (VRT)
“Clearly, 800 volts going to be an important portion of the total market as we go into 2027 and beyond. We are on our on time with our programs. We were talking about second half this year launches of portfolio... When it comes to liquid cooling the influence of 800 volt. I would say that there will be a correlation, [indiscernible] necessarily simply because 800 volt DC is applied for very high density compute. That very high-density compute will see not just liquid cooling for the chip, but for a much bigger array of electronics across the entire IT stack.”
Why it matters
800V DC is a structural shift in data center power architecture. Vertiv's second-half 2026 launches signal broad industry transition. This architecture requires new power distribution boards, high-voltage connectors, isolation transformers, and thermal management for entire electronic stacks—not just processors.
Investment implication
Component suppliers must redesign products for 800V DC compatibility: power distribution units (PDUs), uninterruptible power supplies (UPS), DC/DC converters, high-voltage connectors, circuit protection, and instrumentation. Liquid cooling component suppliers face new thermal load profiles across entire IT stacks, driving redesign cycles.