Who Vertiv buys from and sells to
Sells the power, thermal and liquid-cooling gear that keeps data-centre halls running.
Part of AI Capex spending
Buys from 2
- Steel, copper and aluminium suppliersmetals for enclosures, busbars and coils
- Electronic component vendorspower semiconductors and controls
Where the chain could break
- Hyperscale and colo operators drive most growth; AI capex cuts hit orders fast
- Steel and electronics are unhedged and tariffs have squeezed margins
Competes with
- EatonETNelectrical distribution, from meter to rack
- Schneider ElectricSBGSYUPS, power and cooling, directly
- ABBABBNYdata centre power
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.