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Vertiv SUPPLY CHAIN TRACE

POWER & COOLING🇺🇸 United States · VRT · NYSEChokepoint

Vertiv provides the power and thermal management infrastructure that makes AI data centers physically possible, as GPU racks now consume 70–100kW — far beyond what air cooling can handle. Its liquid cooling systems, UPS, and power distribution units carry an 18-month backlog, making Vertiv itself a bottleneck in the AI infrastructure buildout. Revenue has grown sharply alongside the data center boom, and its order book provides unusually high forward visibility into AI infrastructure investment.

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Vertiv

Critical power and thermal management for AI data centers

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
Chokepoint18–24 months
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↓ Vertiv supplies to ↓

AWS

World's largest cloud provider and AI infrastructure buyer

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CLOUD PROVIDERSsupplies power & cooling to

SoftBank

Japan's largest AI infrastructure investor and GPU buyer

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CLOUD PROVIDERSsupplies power & cooling to

NTT

Japan's largest telco building domestic AI infrastructure

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CLOUD PROVIDERSsupplies power & cooling to

Microsoft Azure

Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters

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CLOUD PROVIDERSsupplies power & cooling to

Google Cloud

Hyperscaler deploying custom TPU AI accelerators (v5e via Broadcom/TSMC) alongside NVIDIA A3 GPU clusters

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CLOUD PROVIDERSsupplies power & cooling to

Meta

One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer

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AI CONSUMERSsupplies power & cooling to

Oracle Cloud

Deployed the world's largest single NVIDIA GPU cluster (131,072 H100s, 2024); OCI GPU cloud serves enterprise AI and sovereign AI deployments

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CLOUD PROVIDERSsupplies power & cooling to

Dell Technologies

Major AI server vendor (PowerEdge XE9680); routes NVIDIA, AMD, and Intel Gaudi GPUs to enterprise customers; #2 AI server brand globally

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ENTERPRISEsupplies power & cooling to

ByteDance

TikTok/Douyin parent; one of the world's largest AI compute buyers; cut off from NVIDIA H100/H200 by Oct 2023 BIS advanced computing rules

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CLOUD PROVIDERSsupplies power & cooling to

CoreWeave

GPU-native cloud provider; operates one of the world's largest NVIDIA H100/H200/B200 clusters for AI training and inference

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CLOUD PROVIDERSsupplies power & cooling to

xAI

Elon Musk's AI company; built Colossus — world's largest GPU cluster (200k H200 + B200); develops Grok LLM; direct NVIDIA buyer at hyperscale

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AI CONSUMERSsupplies power & cooling to

Alibaba Cloud

China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM

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CLOUD PROVIDERSsupplies power & cooling to

Tencent Cloud

China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM

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CLOUD PROVIDERSsupplies power & cooling to

Baidu

China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider

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CLOUD PROVIDERSsupplies power & cooling to

Inspur Information

China's dominant AI-server ODM (52.3% of China's AI server market, Q1 2026), also top-5 globally; FY2025 revenue ~RMB 164.8B (+43% YoY); builds servers around both compliant NVIDIA chips and domestic GPUs (Huawei Ascend, Moore Threads, MetaX); Entity Listed March 2023

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SERVER ODMssupplies power & cooling to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Vertiv's role in the AI chip supply chain?

Critical power and thermal management for AI data centers

▲18-month backlog on liquid cooling

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