Dear Vertiv investors, how are you behaving? Are you selling, are you staying relaxed and investing, are you even buying more?
Or are there even investors here who are getting in and using it as a buying opportunity?
I look forward to your comments.
Investing.com - Shares of Vertiv Holdings (NYSE: VRT ) fell 11% on Thursday, a day after Amazon Web Services (NASDAQ: AMZN ) unveiled its own cooling hardware designed specifically for Nvidia's (NASDAQ: NVDA ) powerful AI graphics processors.
AWS on Wednesday unveiled its new In-Row Heat Exchanger (IRHX) cooling system, designed as an alternative to industry-standard liquid cooling solutions from companies such as Vertiv. The custom solution allows AWS to accommodate Nvidia's heat-intensive GPU racks without requiring major data center modifications.
The IRHX cooling system was designed to meet the high thermal requirements of Nvidia's latest Blackwell GPUs, which consume a lot of energy and generate significant heat when running AI workloads. AWS Vice President Dave Brown explained that traditional cooling methods "would take up too much space in the data center or significantly increase water consumption."
Bloomberg Intelligence analyst Mustafa Okur pointed out the potential impact on Vertiv: "Amazon Web Services' adoption of its own server liquid cooling system could weigh on Vertiv's future growth prospects. We expect liquid cooling to account for around 10% of total sales, and AWS could be one of the largest customers."
AWS developed the cooling technology in collaboration with Nvidia. It took just eleven months from design to production. The system combines liquid and air-based components. The coolant is directed to the GPU chips via cooling plates, while the heat is dissipated via fan coils.
The cooling innovation coincides with AWS's launch of new compute instances that provide customers with access to Nvidia's most powerful AI server configurations, supported by AWS's Nitro infrastructure platform for network and system monitoring.
