Why Vertiv (VRT) Is Moving Deeper Across the Full AI Data Center Thermal Chain

Vertiv Holdings Co (NYSE:VRT) is one of the fastest-growing data center cooling stocks to invest in right now. The company’s clearest recent cooling move came on June 12, 2026, when it completed the acquisition of ThermoKey S.p.A., an Italian provider of heat rejection and heat-exchange technologies. The deal strengthens Vertiv’s thermal management portfolio and adds manufacturing capacity in Europe, the Middle East, and Africa, a useful position as AI data centers push cooling requirements beyond traditional room-level systems.

The ThermoKey acquisition is particularly relevant because heat rejection is becoming a bottleneck in high-density AI infrastructure. Vertiv said ThermoKey brings heat-exchange solutions, dry coolers, and compatibility with low-GWP and natural refrigerants, giving the company more flexibility in designing thermal architectures for different sites and workloads. The move also follows Vertiv’s April 27 acquisition of Strategic Thermal Labs, a specialist in advanced liquid-cooling technologies, cold-plate design, server-side liquid cooling, and high-density thermal validation. Together, the two deals show Vertiv moving deeper across the full thermal chain, from chip-level heat removal to facility-level heat rejection.

Why Vertiv (VRT) Is Moving Deeper Across the Full AI Data Center Thermal Chain

Vertiv Holdings Co (NYSE:VRT) provides critical digital infrastructure products and services, including power management, thermal management, racks, monitoring systems, and lifecycle services for data centers, communication networks, and commercial and industrial environments.

While we acknowledge the risk and potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VRT and that has 10,000% upside potential, check out our report about the cheapest AI stock.

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