800 VDC power architecture

A high-voltage DC power portfolio for AI factories, including centralized rectifiers, high-efficiency DC busways and rack-level DC-DC converters. It is designed for racks above 300 kW, where traditional 54 VDC in-rack distribution runs into copper and loss limits.

Why it matters to the stock. If it wins design slots in NVIDIA's next racks, it would move Vertiv deeper into the power content of AI campuses. The timing ties to NVIDIA's Kyber and Rubin Ultra rollouts.