Vertiv Acquires ThermoKey to Enhance Cooling Solutions for AI Data Centers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy VRT?
Source: Newsfilter
- Acquisition Context: Vertiv has announced its acquisition of ThermoKey S.p.A. to enhance its thermal management portfolio, which is expected to significantly improve its manufacturing capabilities and market competitiveness in the EMEA region, particularly for high-density AI data centers.
- Technology Integration: This acquisition will expand Vertiv's range of thermal technologies, especially in dry cooling and microchannel heat exchange solutions, enabling customers to optimize performance and adapt to various site conditions, thereby improving overall energy efficiency.
- Customer Benefits: Post-acquisition, customers will benefit from enhanced cooling strategies and system-level integration capabilities, allowing for optimization across liquid cooling, air cooling, and heat rejection, which will further improve power utilization and efficiency.
- Market Outlook: The transaction is expected to close in the second quarter of 2026, providing Vertiv with an opportunity to strengthen its market position in critical thermal infrastructure to meet the growing customer demand and drive future business growth.
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Analyst Views on VRT
Wall Street analysts forecast VRT stock price to fall
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 255.880
Low
195.00
Averages
206.07
High
230.00
Current: 255.880
Low
195.00
Averages
206.07
High
230.00
About VRT
Vertiv Holdings Co. provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments. The Company operates in three business segments: the Americas; Asia Pacific, and Europe, Middle East & Africa. The Company's offerings include alternate current (AC) and direct current (DC) power management, thermal management, low/medium voltage switchgear, busbar, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, software for managing IT equipment, management systems for monitoring and controlling digital infrastructure, and services. It also provides preventative maintenance, acceptance testing, engineering and consulting, remote monitoring, training, spare parts, specialized fluid management, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vertiv Acquires ThermoKey to Enhance Thermal Management Capabilities
- Acquisition Overview: Vertiv has announced its acquisition of ThermoKey S.p.A., a leading provider of heat exchange technologies, aimed at enhancing its thermal management portfolio to support the cooling needs of high-density AI data centers, which is expected to significantly boost its manufacturing capabilities in the EMEA region.
- Technology Integration: This acquisition will expand Vertiv's thermal technology product line, particularly in dry cooling and microchannel heat exchange solutions, enabling customers to achieve more efficient system integration across liquid cooling, air cooling, and heat rejection, thereby optimizing energy utilization.
- Market Demand Response: ThermoKey's production capacity is expected to assist Vertiv in meeting the increasing customer demand, especially in critical thermal infrastructure categories, which will enhance customer support for cooling strategies in AI and high-density applications.
- Strategic Implications: Through this acquisition, Vertiv not only strengthens its competitive position in thermal management but also reinforces long-standing relationships with OEMs and system integrators, providing robust technical support for future infrastructure development.
See More
VERTIV SET TO PURCHASE THERMOKEY, ENHANCING HEAT REJECTION OFFERINGS FOR INTEGRATED PHYSICAL INFRASTRUCTURE
Acquisition Announcement: VertiV has announced its acquisition of the company ThermoKey, aiming to enhance its portfolio in the heat rejection sector.
Expansion Goals: The acquisition is part of VertiV's strategy to expand its offerings in converged physical infrastructure, focusing on improving efficiency and performance in thermal management solutions.
See More
Vertiv Holdings: A Safe Investment in AI Infrastructure
- Strong Market Demand: Vertiv Holdings is projected to achieve a revenue of $10.2 billion in 2025, reflecting a 26% year-over-year increase, with an expected organic sales growth of around 28% this year, indicating robust demand in the data center equipment sector.
- Cooling Market Growth: According to Precedence Research, the global data center cooling market is expected to grow at an average annual rate of nearly 12% through 2035, while Technavio forecasts that the liquid cooling segment for AI data centers will expand at over 31% annually, further enhancing Vertiv's business outlook.
- Cost Pressures Driving Demand: With soaring operating costs due to rising processing technology and electricity prices, Bloomberg reports that wholesale energy prices are more than three times what they were five years ago, prompting data center operators to invest in Vertiv's equipment to mitigate long-term costs.
- Impact of Market Volatility: Although most AI-related stocks face volatility, Vertiv's business growth is well-protected due to sustained product demand, leading the market to gradually recognize its safety and growth potential in AI infrastructure.
See More
Vertiv Acquires ThermoKey to Enhance Cooling Solutions
- Acquisition Overview: Vertiv has announced the acquisition of ThermoKey S.p.A., a leading provider of heat rejection and heat-exchange technologies, aimed at enhancing its thermal management portfolio to support high-density AI data centers, which is expected to boost its manufacturing capabilities in the EMEA region.
- Technology Integration: This acquisition will expand Vertiv's range of thermal technologies, enabling it to offer more comprehensive system-level thermal architecture solutions, thereby helping customers stay ahead of rapidly evolving compute demands while enhancing flexibility and performance optimization.
- Market Demand: As the demand for heat rejection management in data centers and AI factories increases, Vertiv's collaboration with ThermoKey allows it to leverage unique heat-exchange technologies and engineering depth to meet customer needs for efficient cooling strategies, driving market share growth.
- Future Outlook: The transaction is expected to close in the second quarter of 2026, and Vertiv plans to utilize ThermoKey's production capacity to address the rising customer demand in critical thermal infrastructure categories, further solidifying its competitive position in the global market.
See More
Vertiv Acquires ThermoKey to Enhance Cooling Solutions for AI Data Centers
- Acquisition Context: Vertiv has announced its acquisition of ThermoKey S.p.A. to enhance its thermal management portfolio, which is expected to significantly improve its manufacturing capabilities and market competitiveness in the EMEA region, particularly for high-density AI data centers.
- Technology Integration: This acquisition will expand Vertiv's range of thermal technologies, especially in dry cooling and microchannel heat exchange solutions, enabling customers to optimize performance and adapt to various site conditions, thereby improving overall energy efficiency.
- Customer Benefits: Post-acquisition, customers will benefit from enhanced cooling strategies and system-level integration capabilities, allowing for optimization across liquid cooling, air cooling, and heat rejection, which will further improve power utilization and efficiency.
- Market Outlook: The transaction is expected to close in the second quarter of 2026, providing Vertiv with an opportunity to strengthen its market position in critical thermal infrastructure to meet the growing customer demand and drive future business growth.
See More
Vertiv Partners with Nvidia to Enhance Cooling Technology
- Strengthened Partnership: Vertiv's partnership with Nvidia, established last month, will see Vertiv provide advanced liquid cooling systems for Nvidia's data centers, enhancing Vertiv's position in the data center cooling market while addressing the urgent cooling needs of AI hardware.
- Impressive Financial Performance: In Q4 2025, Vertiv's new orders surged by 252%, and its backlog increased by 109% to $15 billion, indicating strong market demand for its products and solidifying its leadership in the rapidly growing AI infrastructure sector.
- Expansive Market Outlook: According to Grand View Research, the data center cooling market is expected to grow at a CAGR of 22.3% from 2026 to 2033, reaching a size of $128.31 billion by 2033, providing robust market support for Vertiv's long-term growth.
- Strong Financial Health: Vertiv currently boasts a net profit margin of 13% and a debt-to-equity ratio of 0.82, reflecting its solid financial health, and with a current PEG ratio of 0.86, the stock appears undervalued considering future earnings projections, attracting investor interest.
See More
Vertiv Acquires ThermoKey to Enhance Thermal Management Capabilities
- Acquisition Overview: Vertiv has announced its acquisition of ThermoKey S.p.A., a leading provider of heat exchange technologies, aimed at enhancing its thermal management portfolio to support the cooling needs of high-density AI data centers, which is expected to significantly boost its manufacturing capabilities in the EMEA region.
- Technology Integration: This acquisition will expand Vertiv's thermal technology product line, particularly in dry cooling and microchannel heat exchange solutions, enabling customers to achieve more efficient system integration across liquid cooling, air cooling, and heat rejection, thereby optimizing energy utilization.
- Market Demand Response: ThermoKey's production capacity is expected to assist Vertiv in meeting the increasing customer demand, especially in critical thermal infrastructure categories, which will enhance customer support for cooling strategies in AI and high-density applications.
- Strategic Implications: Through this acquisition, Vertiv not only strengthens its competitive position in thermal management but also reinforces long-standing relationships with OEMs and system integrators, providing robust technical support for future infrastructure development.
See More
VERTIV SET TO PURCHASE THERMOKEY, ENHANCING HEAT REJECTION OFFERINGS FOR INTEGRATED PHYSICAL INFRASTRUCTURE
Acquisition Announcement: VertiV has announced its acquisition of the company ThermoKey, aiming to enhance its portfolio in the heat rejection sector.
Expansion Goals: The acquisition is part of VertiV's strategy to expand its offerings in converged physical infrastructure, focusing on improving efficiency and performance in thermal management solutions.
See More
Vertiv Holdings: A Safe Investment in AI Infrastructure
- Strong Market Demand: Vertiv Holdings is projected to achieve a revenue of $10.2 billion in 2025, reflecting a 26% year-over-year increase, with an expected organic sales growth of around 28% this year, indicating robust demand in the data center equipment sector.
- Cooling Market Growth: According to Precedence Research, the global data center cooling market is expected to grow at an average annual rate of nearly 12% through 2035, while Technavio forecasts that the liquid cooling segment for AI data centers will expand at over 31% annually, further enhancing Vertiv's business outlook.
- Cost Pressures Driving Demand: With soaring operating costs due to rising processing technology and electricity prices, Bloomberg reports that wholesale energy prices are more than three times what they were five years ago, prompting data center operators to invest in Vertiv's equipment to mitigate long-term costs.
- Impact of Market Volatility: Although most AI-related stocks face volatility, Vertiv's business growth is well-protected due to sustained product demand, leading the market to gradually recognize its safety and growth potential in AI infrastructure.
See More
Vertiv Acquires ThermoKey to Enhance Cooling Solutions
- Acquisition Overview: Vertiv has announced the acquisition of ThermoKey S.p.A., a leading provider of heat rejection and heat-exchange technologies, aimed at enhancing its thermal management portfolio to support high-density AI data centers, which is expected to boost its manufacturing capabilities in the EMEA region.
- Technology Integration: This acquisition will expand Vertiv's range of thermal technologies, enabling it to offer more comprehensive system-level thermal architecture solutions, thereby helping customers stay ahead of rapidly evolving compute demands while enhancing flexibility and performance optimization.
- Market Demand: As the demand for heat rejection management in data centers and AI factories increases, Vertiv's collaboration with ThermoKey allows it to leverage unique heat-exchange technologies and engineering depth to meet customer needs for efficient cooling strategies, driving market share growth.
- Future Outlook: The transaction is expected to close in the second quarter of 2026, and Vertiv plans to utilize ThermoKey's production capacity to address the rising customer demand in critical thermal infrastructure categories, further solidifying its competitive position in the global market.
See More
Vertiv Acquires ThermoKey to Enhance Cooling Solutions for AI Data Centers
- Acquisition Context: Vertiv has announced its acquisition of ThermoKey S.p.A. to enhance its thermal management portfolio, which is expected to significantly improve its manufacturing capabilities and market competitiveness in the EMEA region, particularly for high-density AI data centers.
- Technology Integration: This acquisition will expand Vertiv's range of thermal technologies, especially in dry cooling and microchannel heat exchange solutions, enabling customers to optimize performance and adapt to various site conditions, thereby improving overall energy efficiency.
- Customer Benefits: Post-acquisition, customers will benefit from enhanced cooling strategies and system-level integration capabilities, allowing for optimization across liquid cooling, air cooling, and heat rejection, which will further improve power utilization and efficiency.
- Market Outlook: The transaction is expected to close in the second quarter of 2026, providing Vertiv with an opportunity to strengthen its market position in critical thermal infrastructure to meet the growing customer demand and drive future business growth.
See More
Vertiv Partners with Nvidia to Enhance Cooling Technology
- Strengthened Partnership: Vertiv's partnership with Nvidia, established last month, will see Vertiv provide advanced liquid cooling systems for Nvidia's data centers, enhancing Vertiv's position in the data center cooling market while addressing the urgent cooling needs of AI hardware.
- Impressive Financial Performance: In Q4 2025, Vertiv's new orders surged by 252%, and its backlog increased by 109% to $15 billion, indicating strong market demand for its products and solidifying its leadership in the rapidly growing AI infrastructure sector.
- Expansive Market Outlook: According to Grand View Research, the data center cooling market is expected to grow at a CAGR of 22.3% from 2026 to 2033, reaching a size of $128.31 billion by 2033, providing robust market support for Vertiv's long-term growth.
- Strong Financial Health: Vertiv currently boasts a net profit margin of 13% and a debt-to-equity ratio of 0.82, reflecting its solid financial health, and with a current PEG ratio of 0.86, the stock appears undervalued considering future earnings projections, attracting investor interest.
See More
