Vertiv (VRT) Citi's Global Industrial Tech & Mobility Conference 2026 summary

Technology leadership and innovation

• Maintains close partnerships with leading technology firms and data center customers to anticipate industry needs and drive joint developments, especially in high-density compute and next-gen GPU architectures.

• Evolving from point products to system-level, turnkey solutions, such as the OneCore product, to address complex data center requirements.

• Actively investing in liquid cooling, power management, and expanding the product portfolio through acquisitions like PurgeRite and Great Lakes.

• Leading the transition to 800-volt DC architectures, with a new portfolio launching in the second half of 2026, to address physical and efficiency limits in traditional power distribution.

• Focused on enabling hybrid and flexible data center designs, integrating new cooling and power technologies to support evolving AI workloads.

Market trends, demand, and regional dynamics

• High-density compute and AI deployments are accelerating, driving increased demand for advanced infrastructure and system-level solutions.

• Q4 saw record orders, especially in the Americas, with strong pipelines in EMEA and APAC; EMEA showed pent-up demand, while China lags in execution.

• Order growth is expected to continue through 2026, with robust pipelines and ongoing CapEx investments from customers.

• Regulatory and grid constraints are shaping data center design, with increased focus on on-site power generation, energy storage, and grid interoperability.

• Legislative and permitting challenges are being addressed through system-level solutions and reference architectures.

Competitive positioning and service strategy

• Differentiation is built on scale, experience, and the ability to deliver integrated, system-level solutions rather than just point products.

• Liquid cooling capacity continues to expand, with a focus on integrating control and intelligence for large-scale deployments.

• Service revenues are growing steadily, with a strategy to outpace market growth and leverage the large installed base for recurring revenue.

• Acquisitions like PurgeRite and Next Predict enhance service offerings, supporting both maintenance and optimization for customers.

• Competitive advantage is reinforced by the ability to support customers through the full lifecycle, from design to ongoing service.