{"slug":"vertiv","name":"Vertiv","name_en":"Vertiv","ticker":"VRT","updated_at":"2026-06-21T16:08:55.665+00:00","canonical":"https://valuechain.wiki/vertiv","kicker":"AI 데이터센터 전력·냉각","kicker_en":"AI datacenter power & cooling","lead":"AI 데이터센터의 물리 인프라(전력·열관리·액체냉각·랙) 공급사. FY2025 매출 $102.3억(+28%), 수주잔고 $150억. 랙당 발열이 10~20kW에서 100kW+로 치솟으며 액체냉각이 필수가 됐고, Vertiv는 칩 액체냉각에서 세계 선두. 하이퍼스케일러·콜로·통신사 고객.","lead_en":"Supplies the physical infrastructure of AI datacenters (power, thermal, liquid cooling, racks). FY2025 revenue $10.23B (+28%), backlog $15B. As rack power jumped from 10-20kW to 100kW+, liquid cooling became mandatory, and Vertiv is a world leader in chip liquid cooling. Customers are hyperscalers, colos and telecoms.","segments":{"fy":2025,"parts":[{"name":"전력관리"},{"name":"열관리·액체냉각"},{"name":"랙·서비스"}],"total":"FY2025 매출 $10.23B (+28%)","concentration":"하이퍼스케일러·콜로·통신사. 수주잔고 $150억."},"segments_en":{"fy":2025,"parts":[{"name":"Power management"},{"name":"Thermal/liquid cooling"},{"name":"Racks/services"}],"total":"FY2025 revenue $10.23B (+28%)","concentration":"Hyperscalers, colos, telecoms. $15B backlog."},"returns_yearly":{"2021":33.9,"2022":-45.3,"2023":251.6,"2024":136.9,"2025":42.8,"2026":105.7},"return_asof":"2026-06-18","value_chain":{"leading":[],"benefiting":[],"analysis":null,"analysis_en":null,"analysis_asof":null},"edges":[{"direction":"revenue","counterparty":"하이퍼스케일러·콜로 (전력·냉각)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"FY2025 매출(+28%)","value":10230000000,"period":"2025","basis_en":"FY2025 revenue (+28%)","qualifier":"approx"},"note":"하이퍼스케일러·콜로에 AI 데이터센터 전력·액체냉각 인프라 공급.","note_en":"Supplies AI-datacenter power and liquid-cooling infrastructure to hyperscalers and colos.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-01","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001674101&type=10-K","title":"Vertiv 연차보고서(10-K, SEC)","title_en":"Vertiv annual report (10-K, SEC)","excerpt":"Vertiv FY2025 매출 $102.3억(+28%), 수주잔고 $150억.","excerpt_en":"Vertiv FY2025 revenue $10.23B (+28%), $15B backlog."},{"stance":"confirms","publisher":"e4ds news","publisher_en":"e4ds news","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://www.e4ds.com/sub_view.asp?ch=22&t=0&idx=19276","title":"Vertiv, AI 시대 데이터센터 전력·냉각 정보 공개","title_en":"Vertiv shares AI-era datacenter power/cooling","excerpt":"랙당 100kW+ AI 클러스터로 액체냉각이 필수, Vertiv가 선두.","excerpt_en":"At 100kW+ per rack, liquid cooling is mandatory; Vertiv leads."},{"stance":"confirms","publisher":"Vertiv","publisher_en":"Vertiv","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.vertiv.com/en-us/solutions/learn-about/liquid-cooling-options-for-data-centers/","title":"Vertiv 데이터센터 액체냉각 솔루션","title_en":"Vertiv datacenter liquid-cooling solutions","excerpt":"랙당 100kW+ AI 클러스터로 액체냉각이 필수, Vertiv가 선두.","excerpt_en":"At 100kW+ per rack, liquid cooling is mandatory; Vertiv leads."}]},{"direction":"revenue","counterparty":"AI 데이터센터·통신 (전력·열)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"AI·HPC 데이터센터, 통신사에 전력·열관리 공급.","note_en":"Supplies power/thermal to AI/HPC datacenters and telecoms.","sources":[{"stance":"confirms","publisher":"KHARN","publisher_en":"KHARN","kind":"news","lang":"ko","published_at":"2025-01-01","url":"https://www.kharn.kr/news/article.html?no=30314","title":"데이터센터 쿨링 주도권 전쟁(버티브 등)","title_en":"Datacenter cooling power struggle (incl. Vertiv)","excerpt":"AI 데이터센터 발열 급증으로 전력·냉각 수요 폭증.","excerpt_en":"Surging AI-datacenter heat drives power/cooling demand."}]},{"direction":"cost","counterparty":"전력·냉각 부품·소재 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"전력전자·냉각 부품 및 소재(비공개).","note_en":"Power-electronics and cooling components/materials.","sources":[{"stance":"confirms","publisher":"Vertiv","publisher_en":"Vertiv","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.vertiv.com/en-us/solutions/learn-about/liquid-cooling-options-for-data-centers/","title":"Vertiv 데이터센터 액체냉각 솔루션","title_en":"Vertiv datacenter liquid-cooling solutions","excerpt":"전력관리·열관리 장비용 부품 조달.","excerpt_en":"Sources parts for power/thermal-management gear."}]},{"direction":"cost","counterparty":"R&D·엔지니어 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"액체냉각·전력 인프라 R&D(쿨테라 인수 등).","note_en":"Liquid-cooling/power R&D (e.g., CoolTera acquisition).","sources":[{"stance":"confirms","publisher":"e4ds news","publisher_en":"e4ds news","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://www.e4ds.com/sub_view.asp?ch=22&t=0&idx=19276","title":"Vertiv, AI 시대 데이터센터 전력·냉각 정보 공개","title_en":"Vertiv shares AI-era datacenter power/cooling","excerpt":"쿨테라 인수로 고밀도 액체냉각 내재화.","excerpt_en":"Internalized high-density liquid cooling via CoolTera."}]}]}