Vertiv
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We expect dense AI systems to increase dependence on power and cooling integration. That raises Energy power and operating-interface importance without implying control over utility generation.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 10 | 15 | 15 |
| Interface | 25 | 30 | 35 |
| Alignment | 15 | 20 | 25 |
| Energy | 85 | 90 | 95 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 59.4 to 68.8; the rank moves from #36 to #29.
Compute 10 → 15; Interface 25 → 35; Alignment 15 → 25; Energy 85 → 95.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Standardized cooling and power designs make the supplier readily replaceable.
Research behind the judgment
Vertiv’s AI infrastructure offering addresses power delivery and thermal management for data centers.
- AI infrastructure solutionsCurrent product documentation · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.