Who are Vertiv's customers?

Vertiv's tracked customers include Microsoft, CoreWeave, Oracle, Equinix, Digital Realty, Amazon (Annapurna Labs), Alphabet (Google), Meta Platforms, GDS Holdings, NEXTDC, Iron Mountain, NTT, American Tower, Keppel DC REIT, DigitalBridge, 21Vianet, Vantage Data Centers, Aligned Data Centers, Switch, QTS Data Centers, CyrusOne, CoreSite, EdgeConneX, AirTrunk, STACK Infrastructure, Compass Datacenters, DataBank, Flexential, Cologix, Yondr, Colt Data Centre Services, Global Switch, Chindata Group, Sify Technologies, Applied Digital, IREN, Core Scientific, TeraWulf, Cipher Mining, Hut 8, Bitdeer Technologies, HIVE Digital Technologies, Galaxy Digital, Soluna Holdings, Nscale, Sabey Data Centers.

Where is Vertiv headquartered?

Vertiv is based in United States.

What part of the semiconductor supply chain is Vertiv in?

Vertiv operates in the Power & Cooling segment, where it is a market leader.

Vertiv

Q: What does Vertiv make?

Vertiv makes Liebert UPS systems, Liebert DSE precision cooling, Vertiv GEIST PDUs, Liquid cooling / CDU systems for AI racks, SmartAisle containment.

Vertiv is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key customers include Microsoft, CoreWeave, Oracle.

Leading data-center power and liquid-cooling systems maker.

Ticker: NYSE: VRT
Headquarters: United States
Revenue: $10.2B (FY2025) · +27.7% YoY
Net income: $1.3B
Operating margin: 17.9%
Market position: leader
Value-chain segment: Power & Cooling
Key products: Liebert UPS systems, Liebert DSE precision cooling, Vertiv GEIST PDUs, Liquid cooling / CDU systems for AI racks, SmartAisle containment

About Vertiv

Vertiv, headquartered in United States, operates in the Power & Cooling segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Liebert UPS systems, Liebert DSE precision cooling, Vertiv GEIST PDUs, Liquid cooling / CDU systems for AI racks, SmartAisle containment. wafergraph maps 46 tracked customers for Vertiv across the value chain. It has a supply-chain criticality score of 91/100, with 270 companies downstream of it.

Role in the chain

Vertiv is a market leader in AI & Data Center (Power & Cooling), headquartered in United States. Leading data-center power and liquid-cooling systems maker.

Diligence questions

The dataset names 46 tracked customers for Vertiv. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Vertiv is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
Vertiv is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Vertiv trades as NYSE:VRT. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Vertiv