US Data Center News & Briefings
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Vertiv

Data center news, project activity, and monthly briefings for Vertiv.

Recent news

  • From Components to AI Factories: Peter Panfil Says the Future of Data Centers Is All About Integration at Scale

    Vertiv’s Peter Panfil presented a keynote at the 2026 7x24 Exchange Spring Conference outlining a vision to treat data centers as integrated “AI factories” that prioritize execution velocity, factory-assembled high-density modules, and outcomes-oriented metrics.

    • Main announcement: Vertiv (Peter Panfil) advocated for integrated, factory-produced HAC “hacks” as repeatable building blocks to accelerate deployment and reduce on-site integration. He noted a rapid module evolution from ~1.5 MW (a year ago) to ~6 MW current modules, with discussions already underway around 12 MW configurations; modules are now being assembled and fully tested in factories (including fluid charging and capacity validation) to enable plug-and-play site installation and faster commissioning.
    • Supporting details: Panfil proposed replacing traditional efficiency metrics with tokens-per-dollar-per-watt (debated/refined to tokens per watt per dollar), emphasized behavioral modeling/digital twins (example: coolant excursion reduced from ~9°C to ~3°C with modest buffering), and highlighted energy strategies including BYOP/on-site generation, UPS smoothing for grid stability, and community acceptance measures (waste heat reuse, grid support).
  • Vulnerabilities discovered in Trane, Vertiv data center products

    Claroty’s Team82 has identified vulnerabilities in Trane Tracer SC+ HVAC controllers and Vertiv Liebert IS-UNITY-DP network cards.

    • Main announcement: Claroty (Team82) released research reporting that unauthenticated attackers could disrupt HVAC and UPS/power management operations, potentially causing service degradation, outages, or hardware damage; Vertiv’s Liebert IS-UNITY-DP vulnerabilities were scored 9.8 CVSSv3 and Vertiv recommends Liebert RDU101 and IS-UNITY firmware updates, while Trane recommends updating Tracer SC+ to v6.3 or later.
    • Background / details: The Tracer SC+ issues involve multiple unauthenticated API routes exposing device and downstream device information (including BACnet and LonTalk-connected devices) enabling reconnaissance, lateral movement, or direct manipulation; Vertiv network card flaws could allow attackers to execute arbitrary code or issue an ‘output OFF’ command to shut down UPS-powered devices; both vendors have been informed and published mitigations in Team82 reports.
  • How Power Electronics Cut Generator Run Hours in AI-Scale Data Centers

    DatacenterKnowledge reports that advanced power electronics and battery systems can substantially reduce diesel-generator run hours at AI-scale data centers while preserving uptime.

    • Main announcement/action: DataCenterKnowledge outlines a shift from a “diesel-first” resilience model to a diesel-last approach using grid-forming inverters, AI-capable UPS, high-voltage DC (800 VDC) architectures, and Universal Damping STATCOMs; specific reported capabilities include ON.energy’s 3.5 MW AI UPS units (reported ~3 GW in operation or construction) offering 1–8 hours of backup, and Dimaag.ai’s 800 VDC Zenius + Zifer system presented to ERCOT (April 24, 2026) for evaluation.
    • Background and details: The article references a 2025 Virginia grid fault with an aggregate loss of about 1.5 GW that triggered generator activations; Ramboll’s Universal Damping (UD) STATCOM is proposed as a software-upgrade approach to damp oscillations; Eaton’s Power Xpert 9395P with EnergyAware was tested at Microsoft’s Innovation Center in Boydton, Virginia and evaluated by PJM; Vertiv’s EnergyCore Grid BESS is UL9540A-tested for mission-critical use.
  • Cowtown Angels Portfolio Co. Strategic Thermal Labs Acquired by Ohio-Based Vertiv

    Vertiv has acquired Georgetown-based Strategic Thermal Labs (STL), integrating STL’s chip-level liquid-cooling expertise into Vertiv’s thermal-chain strategy.

    • Acquisition announced: Vertiv (NYSE: VRT) acquired Strategic Thermal Labs (STL); STL contributes cold-plate design, server-side liquid cooling, and high-density thermal validation capabilities to strengthen Vertiv’s thermal-chain interface for AI and high-performance computing environments. Cowtown Angels (TechFW) participated in STL’s April 2024 seed round (led by Carrier Ventures; included Cowtown Sidecar Fund-I). Article date: May 12, 2026.
    • Background & details: STL was founded in 2014. Vertiv said the deal improves its ability to simulate and emulate high-density compute conditions, optimize thermal and power-train interaction, and support customers across design, integration, commissioning, and lifecycle operations. Quotes included from Caitlin McMinn (TechFW) and Scott Armul (Vertiv).
  • Romania can become the “new Norway” in the data center industry. The strategic window for attracting major AI investments is 12 months

    Tema Energy and DataCenter Forum Romania participants announced that Romania has a ~12-month window to attract AI and hyperscale data center investments and can provide up to 500 MW almost immediately.

    • Main announcement/action:Tema Energy and forum speakers declared a strategic opportunity: Romania can leverage uncongested grid zones to offer up to 500 MW almost immediately and has roughly 12 months to attract major AI/hyperscale investments; an initial anchor project of >100 MW (example: ClusterPower in Craiova) was cited as a potential catalyst, with realistic project implementation timelines of 18–20 months.
    • Background and details: The forum (DataCenter Forum Romania 2026) featured speakers from NVIDIA and Accelerated Infrastructure Capital (AIC); data centers currently represent 0.2% of Romania’s electricity use (vs 6% Netherlands, 24% Ireland). The article referenced Norway’s Stargate Narvik (~230 MW renewable target, ~100,000 NVIDIA GPUs) as a comparative model and emphasized needs such as liquid cooling, renewables + storage, and rapid grid connections.
  • New Data Center Developments: May 2026

    Data Center Knowledge published a monthly roundup highlighting global data center project announcements, regulatory moves, and investment commitments driven by hyperscale AI demand.

    • Main announcement: The roundup catalogs multiple concrete project actions including Aligned Data Centers’ Project Caprock (540 MW, 313-acre campus in Hale County, Texas; initial delivery Q1 2027), EdgeCore’s completion of $1.5 billion in financing for two Northern Virginia hyperscale centers, and Yondr Group energizing a 27 MW Toronto facility expected in mid-2026. It also notes major investment commitments such as Digital Realty’s near S$7 billion Singapore plan (S$4.3 billion for new data centers) and AWS increasing planned investment in Mississippi to $25 billion.
    • Context and details: The piece outlines parallel regulatory updates in U.S. states (Maine vetoed a moratorium; Wisconsin revised We Energies tariff rules; North Carolina advanced legislation to require hyperscalers to cover infrastructure costs), workforce and partnership initiatives (Equinix Foundation with ODATA, Cisco, Vertiv launching training in Brazil, cohorts mid-2026), and other regional projects and financings (TikTok €1 billion Finland site; Ark Data Centres >€600 million Barcelona project; Equinix land purchases in South Africa totaling ZAR 890 million).
  • Vertiv acquires Strategic Thermal Labs in cooling push

    Vertiv has announced it has acquired Strategic Thermal Labs.

    • Main announcement: Vertiv has acquired Strategic Thermal Labs to expand its engineering capabilities in liquid cooling for dense computing systems, adding expertise in cold-plate design, server-side liquid cooling, and thermal validation; the business will support customers through design, integration, commissioning and ongoing operations.
    • Background and details: The acquisition strengthens Vertiv’s thermal-chain strategy to manage heat from chips through supporting infrastructure; Vertiv is based in Westerville, Ohio and operates in more than 130 countries. The company said the transaction will not change its support for open, interoperable infrastructure and aims to improve simulation/emulation of dense compute conditions.
  • Data Center World 2026: As AI Scale Surges, a Call to Build for Legacy

    Data Center World 2026 opened in Washington, D.C., bringing industry leaders together under the theme “Innovation at Scale” to address rapid growth, sustainability, and energy challenges.

    • Event details & key announcements: The conference theme is “Innovation at Scale”; speakers included Bill Kleyman (AFCOM), Maxine Holt and Vlad Galabov (Omdia), Joe Kava (AFCOM Lifetime Achievement Award recipient, former Google VP of Data Centers), Scott Armul (Vertiv), Amber Caramella (Netrality), and Phill Lawson-Shanks (Aligned Data Centers). Omdia projected global IT spend of $6.07 trillion in 2026 (up 10% on 2025) and highlighted hyperscale/neocloud investments; Omdia’s Vlad Galabov referenced a prior $1.6 trillion figure for 2030 and a prediction the data center market would surpass $1.9 trillion. The conference foregrounded energy concerns, including projections that data centers could account for up to 17% of U.S. electricity consumption by 2030.
    • Context, technical details & follow-ups: Speakers discussed concrete infrastructure approaches: SMRs, nuclear fusion, microgrids, extreme rack densities (GPU racks approaching 1 MW in a traditional rack footprint), and the need for new substation/reference designs. Community engagement and public perception were highlighted as immediate implementation issues, and Joe Kava received AFCOM’s Lifetime Achievement Award. The article is a conference report/summary (announcement of the event and recaps of remarks), not a primary policy or procurement announcement.
  • Meta reserves up to 100GWh of US ‘multi-day’ energy storage startup Noon Energy’s technology

    Noon Energy has announced an agreement with Meta to reserve up to 1GW/100GWh of long-duration energy storage (LDES) capacity.

    • Main announcement: Noon Energy will start the collaboration with a 25MW/2.5GWh project scheduled for completion by 2028, and, following the initial project’s success, will begin deliveries under a 1GW/100GWh supply contract with Meta; Noon said it will begin developing the 25MW/2.5GWh project soon but did not provide a detailed timeline beyond the 2028 completion target.
    • Background and technical details: Noon’s system is built around reversible solid oxide fuel cell (SOFC) technology with separate charge and discharge tanks (decoupling power and energy); the company has an operational demonstration it claims is capable of 200 hours of discharge and the article references other LDES deals and pilots (Form Energy, Energy Dome, Google, Xcel Energy, Crusoe) as context.
  • US ROUNDUP: BESS developers highlight ‘bring your own capacity’ model in data centre announcements

    Eos Energy Enterprises and Turbine-X have announced a joint development agreement (JDA) to deploy private power infrastructure for AI data centres.

    • Main announcement: Under the JDA, Turbine-X is targeting up to 2GWh of Eos battery energy storage systems across a defined project pipeline over the next 36 months, with initial deployments targeted for 2027; the solution pairs Turbine-X simple-cycle turbine generation with Eos BESS (Znyth) and projects are designed to support multi-hundred-MW deployments per site under milestones set by a joint development advisory committee.
    • Other details & related actions:CPower and Vertiv integrated Vertiv EnergyCore Grid BESS with CPower’s VPP to monetise BTM storage (including a monetised 1MW microgrid at Vertiv’s Ohio facility) and support PJM services; Elevate Renewables closed a US$50 million supplier finance facility (arranged by Rabobank) for a solar-plus-storage project (Prospect Power, 150MW/600MWh, under construction near Virginia, operations scheduled mid-2026, with a 15-year PPA with Dominion Energy Virginia).
  • Leadership Updates: Key Data Center & Cloud Appointments (Q2 2026)

    Data Center Knowledge has launched a new quarterly series highlighting leadership changes across the data center and cloud industries.

    • Main announcement: The roundup catalogs multiple executive appointments across operators and vendors, including Michael Lahoud named CEO of Stream Data Centers (after 15 years with the firm), Stream’s new hyperscale and sustainability hires (Stacy Medeiros, Santiago Suinaga, Oisín Ó Murchú, Rick Crutchley, Amanda Abell), John Bates named EVP of development and power at Prime Data Centers, Gary Wojtaszek appointed executive chairman and interim CEO of Pure Data Centres Group, and Vantage Data Centers’ appointments of Alicia Ruckteschler (CPO) and Scott Beasley (CFO).
    • Background and other details: The article lists additional vendor and advisory hires (e.g., Michael Maiello at Mission Critical Group; Doug Recker as CEO of Duos Technologies; Andrew Lake at Element Critical; Andrew Worley at Skeleton Technologies), cites Pure DC’s recent Europe’s first data center microgrid and >1 GW of capacity live/under development, references CyrusOne’s $15 billion acquisition by KKR and Global Infrastructure Partners, and notes DataBank’s board additions and the editorial contact editors@datacenterknowledge.com.
  • Romania Set to Emerge as CEE’s Second-Largest Data Center Hub, Trailing Only Poland

    Romania is set to emerge as the second-largest data centre market in Central and Eastern Europe, supported by large investment estimates and recent partnership deals.

    • Main announcement / expansion: Romania is identified as a fast-growing colocation market with the potential to double or triple capacity; European data centres are estimated to attract €176 billion between 2026 and 2031, and a December 2025 partnership between AIC and ClusterPower was announced to develop a multi-year project of up to 800 MW across two campuses in southwestern Romania.
    • Background and event details: The article cites studies (EUDCA; Platform Insight) and highlights the DataCenter Forum (May 7, Bucharest) — attendees include Rod Evans (NVIDIA) and Jonathan Berney (AIC); the Forum gathers ~800 participants and is supported by Diamond and Gold partners (Schneider Electric, EnerSys, Vertiv, Legrand, HiRef; Vodafone Business, Rittal, Pyralis Services, Orange Business, Cummins, EAE Elektrik, R&M, Voxility, Johnson Controls, Uniline TCS).
  • Panasonic says datacenter batteries are selling out and AI is to blame

    Panasonic Energy disclosed this week that hyperscalers have pre-committed more than 80% of its planned datacenter battery output through fiscal year 2029.

    • Main announcement: Panasonic Energy said hyperscalers have agreed to more than 80% of its planned sales through FY2029, and the company plans to convert automotive lithium‑ion cell lines from FY2027, build a new module plant near its existing Mexico facility, and co-develop supercapacitor-based rack backup units with Panasonic Industry Co., Ltd. to address AI-driven peak loads.
    • Background and other details: Panasonic claims an 80% share of the distributed power supply market for data centers (citing a Synergy Research survey as of December 2025); the company promotes rack-level battery backup with peak shaving to absorb AI workload voltage/peak instability, and analysts (Greyhound Research, Uptime Institute, IEA, Gartner) warn of structural power tightness across the AI data center stack.
  • Vertiv Targets AI Cooling Bottleneck with ThermoKey Deal

    Vertiv has announced plans to acquire Italy-based heat-exchanger specialist ThermoKey.

    • Main announcement: Vertiv announced plans to acquire ThermoKey, an Italy-based heat-exchanger specialist founded in 1991, to extend control across the full “thermal chain” (chip-level cooling through facility-level heat rejection). The company said the transaction is expected to close in the second quarter of 2026, subject to regulatory approvals.
    • Background and details: ThermoKey brings dry coolers and microchannel heat exchangers, an active manufacturing footprint in EMEA, and OEM/system-integrator deployments; Vertiv frames the deal as expanding customer optionality for integrated liquid/air cooling and heat-rejection strategies, particularly in Europe where regulatory pressure on refrigerants and thermal approaches is intensifying.

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