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Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, has announced significant progress in its collaboration with NVIDIA to power the next wave of AI factories. The company has achieved design maturity for its 800 VDC power architecture. This is a crucial innovation needed to support the massive energy demands of future AI workloads.
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It moves the partnership from concept to engineering readiness, with the 800 VDC portfolio slated for release in H1 2026. Ultimately, to align with NVIDIA’s 2027 Rubin Ultra platform rollout.
Bridging the AI Power Gap
The rapid rise of accelerated computing has exposed a critical bottleneck: traditional data center power systems are insufficient for megawatt-scale AI racks. To address this, Vertiv and NVIDIA are co-engineering scalable 800 VDC systems integrated with energy storage.
This new architecture is specifically designed as the foundation for large-scale AI factories. It then enables them to run synchronous AI and high-performance computing workloads efficiently. Vertiv is finalizing designs that include centralized rectifiers, high-efficiency DC busways, and rack-level DC-DC converters tailored for NVIDIA’s future compute demands.
Leadership Insights: A Systems-Level Approach
Industry leaders from both companies emphasized the transformative nature of this collaboration.
“Larger AI workloads are reshaping every aspect of data center design,” said Scott Armul, executive vice president at Vertiv.
“Our systems-level expertise… positions us uniquely to address the unprecedented power demands. We’re translating our extensive experience into next-generation solutions that will support the massive compute densities required for AI factories.”
“Powering the next generation of megawatt-scale AI factories requires a fundamental shift in power architectures,” added Dion Harris, senior director at NVIDIA.
“NVIDIA and Vertiv are working closely together to develop the scalable and efficient power foundation needed to unlock the full potential of next-generation AI infrastructure.”
Building on a Legacy of DC Power Expertise
Vertiv’s new 800 VDC power portfolio is not a clean-sheet design but builds upon decades of the company’s experience with DC architectures in telecom and industrial applications.
Scott Armul, Vertiv
This proven expertise is already being applied; Vertiv is involved in the early design phases of several major AI factory projects, where its 800 VDC reference architecture is being scaled to meet real-world, gigawatt-level demand.
Ensuring Operational Confidence with Global Service
A key differentiator for Vertiv is its readiness to support these complex systems in the field. The company’s global service model, backed by over 4,000 field service engineers with expertise in both AC and DC systems. All of these are being tailored to ensure the safe and reliable operation of 800 VDC environments. This operational confidence is critical for businesses deploying mission-critical AI infrastructure.
“We are engineering a holistic, scalable system where infrastructure parts interoperate as one – demonstrating Vertiv’s role as a systems-level partner,” Armul concluded.
