Vertiv

DELRAY BEACH -- November 13, 2026 -- MarketsandMarkets projects the global data center power market will grow from USD 38.84 billion in 2026 to USD 52.43 billion by 2031, a compound annual growth rate (CAGR) of about 6.2%. That adds USD 13.59 billion, or about 35%, over five years. The 2026 figure is itself about 10.5% above the USD 35.15 billion the firm gives for 2025, so projected growth after 2026 is slower than the step into 2026.

Electrical solutions account for about 88% of 2026 market value

By component, MarketsandMarkets expects electrical solutions to hold the largest value, USD 34.00 billion in 2026. By our calculation, that is about 88% of the USD 38.84 billion total and leaves roughly USD 4.84 billion for all other components. Within electrical solutions, uninterruptible power supply (UPS) systems are expected to hold the largest share through 2031.

Berlin – October 31, 2026 -- Vertiv and NVIDIA modeled up to 30% more cumulative token output in the first 12 months at equal installed capacity. The gain comes from a combined design-and-deployment approach for AI factories, introduced at NVIDIA GTC Berlin. Polar Data Centers is applying the factory-built element to the first 41 MW phase of its multiphase AI data center at Herøya, Norway.

The pitch targets sequential engineering of power, cooling and facility systems, which Vertiv says creates complexity and potential delays. The new approach starts from pre-engineered reference architectures. These are configured to site requirements, virtually validated, then built as factory-made infrastructure.

COLUMBUS – October 31, 2026 -- Vertiv (NYSE: VRT) has launched a global ecosystem offering that combines an expanded collaboration with Dow and a new partnership with Solenis to manage liquid cooling as a single, integrated thermal system for AI-scale data centers.

The initiative pairs Vertiv's infrastructure, monitoring and global service capabilities with fluid chemistry, coolant and water treatment expertise from the two partners. Dow supplies advanced coolant technologies, while Solenis contributes specialty chemicals and water treatment solutions.

Vertiv extends Dow Coolant Care Network collaboration and adds Solenis

Vertiv expanded its work with Dow through the Dow Coolant Care Network and started a new partnership with Solenis to support end-to-end fluid management and thermal infrastructure services. Both are integrated with Vertiv's monitoring and lifecycle capabilities.

Columbus – October 28, 2026 -- Vertiv Holdings Co. (NYSE: VRT) has completed its acquisition of Utility Innovation Holdings, Inc., which operates as UtilityInnovation Group (UIG), for approximately $1.45 billion in upfront cash, adding microgrid and behind-the-meter power capabilities for data centers constrained by grid access.

Earnout of up to $1.15 billion ties additional payout to 12- and 24-month EBITDA targets

The transaction carries contingent cash consideration of up to $1.15 billion, payable if UIG meets EBITDA targets over 12- and 24-month periods. Including the full earnout, total cash consideration could reach $2.6 billion.

The upfront price equals approximately 13x expected UIG 2027 EBITDA. Vertiv expects that multiple to fall significantly if the full earnout is paid. The company expects the deal to be accretive to adjusted earnings per share in the first year after completion.

London – October 17, 2026 -- The global green data center market will grow from USD 26.71 billion in 2025 to USD 90.38 billion by 2035, a CAGR of 12.96%, according to a new DC Market Insights report. AI-driven rack density is raising the value of efficient power and cooling per MW, while water constraints, grid pressure and energy costs push operators toward liquid cooling, heat reuse, renewable power and facility retrofits.

AI halls carried USD 3.09 million of green content per MW in 2025

Green power and cooling content in AI halls reached approximately USD 3.09 million per MW in 2025. The report says this materially raises green infrastructure value per unit of IT capacity. The market stood at USD 7.25 billion in 2020.

London – October 16, 2026 -- The global data center precision air conditioning market will grow from USD 4.88 billion in 2025 to USD 10.00 billion by 2035, a 7.43% CAGR, according to a new DC Market Insights report. Rising AI rack density is shifting spending toward fan walls, in-row coolers, rear-door heat exchangers and retrofit services.

New-build capacity of 12.0 GW a year supports USD 2.75 billion in equipment spending

New data center capacity of about 12.0 GW a year supports roughly USD 2.75 billion of new-build precision air-conditioning spending, the report states. The analysis covers four product types: perimeter CRAC and CRAH units, in-row and rack-based coolers, fan walls and thermal walls, and rear-door heat exchangers.

COLUMBUS, Ohio – October 15, 2026 -- Vertiv Holdings Co. (NYSE: VRT) and the Deloitte Center for Integrated Research have introduced a collaboration built around a guide that sorts enterprise AI workloads into six archetypes and maps each to one of four physical infrastructure models.

The Vertiv Designing Infrastructure for Enterprise AI Guide was developed by Vertiv and STL Partners, a digital infrastructure research firm. It is aimed at business, IT and facilities leaders who must decide where AI workloads should run and whether available infrastructure can support them before they commit to an infrastructure plan.

Redwood City – October 15, 2026 -- The worldwide Data Center Physical Infrastructure (DCPI) market grew 27% year-over-year to $14 billion in manufacturer revenue in the second quarter of 2026, according to Dell'Oro Group. Growth has now run above 20% for consecutive quarters as demand for AI data center capacity outpaces supply. Dell'Oro attributes the modest slowdown from 1Q 2026 to a tougher comparison base, not weaker demand.

The research firm now ranks siting and permitting as the most serious near-term brake on the market. "The quieter and more consequential one is whether it will be permitted," said Alex Cordovil, Research Director at Dell'Oro, contrasting the issue with the louder debate over project cancellations. He said power availability, long-lead equipment and community opposition are stretching project timelines. He added that the timing of permits and grid interconnections is harder to forecast than the demand behind them.

Columbus – October 13, 2026 -- Vertiv (NYSE: VRT) has appointed Frieda He as Chief Procurement Officer, placing a executive who oversaw more than $3 billion in annual global spend at Polestar in charge of its global procurement organization.

He will focus on strengthening supply chain resilience, enabling growth, optimizing cost and value, and driving supplier quality. Her remit covers Vertiv's portfolio of end-to-end power and thermal management solutions for data centers, communications networks, and commercial and industrial applications.

Columbus – – October 13, 2026 -- Vertiv (NYSE: VRT) has acquired Strategic Thermal Labs LLC (STL), a specialist in advanced liquid-cooling technologies, to strengthen its engineering capability where server-side liquid cooling meets supporting infrastructure in AI and high-performance computing environments. Financial terms were not disclosed.

STL adds cold-plate design and high-density thermal validation expertise

STL brings cold-plate design, server-side liquid cooling and high-density thermal validation capabilities. Vertiv expects the expertise to improve its ability to simulate and emulate real high-density compute conditions.

The company also expects to optimize the interaction between the thermal chain and the power train. It plans to support customers across design, integration, commissioning and lifecycle operations.