**OneCore/360AI pilots and NVIDIA alignment** [developing]
Key Questions
What did Vertiv's CPO Scott Armul say about NVIDIA's 'five-layer cake' at GTC?
At NVIDIA GTC, Armul positioned Vertiv as the foundational 'base layer' in NVIDIA CEO Jensen Huang's 'five-layer cake' metaphor for AI infrastructure, emphasizing it as the most important layer.
What are the key NVIDIA-aligned pilots and technologies from Vertiv?
Vertiv is piloting OneCore/360AI with NVIDIA's Armul/DSX Rubin, Blackwell liquid cooling at 135kW, Hut8 12.5MW modular DCs by March 2026, and 800V DC by H2 2026.
Is Vertiv's liquid cooling stack gaining adoption?
Yes, Vertiv's liquid cooling stack is seeing increased adoption, as highlighted in partnerships with NVIDIA, AMD, SMCI at AFCOM, and Yokogawa UPS for AI, with liquid stacks becoming standard amid $650B capex projections.
NVIDIA GTC CPO Armul: VRT 'five-layer cake'/Armul/DSX Rubin/OneCore/Blackwell liq135kW/Hut8/12.5MW modular/DSX 12.5MW March'26 pship; 800V DC H2'26; APAC$3-5B/India/Aus; 31%CAGR; Yokogawa UPS AI; AFCOM Armul/Panfil/Stover w/NVIDIA/AMD/SMCI; power pship NVIDIA/$650B capex. Liq stack gaining adoption. Track H2 rollout/POs/Yokogawa.