Shay Boloor(@StockSavvyShay):UBS says orbital data centers aren't a major threat to $VRT because most of the liquid cooling stack still comes with them. Vertiv keeps exposure to cold plates, manifolds, CDUs and DCIM which UBS estimates at ~$0.8M of cooling content per MW even as chillers and dry coolers disappear. And with orbital capacity still expected to reach only ~11% of global data center capacity by 2031 UBS sees little disruption to Vertiv's core business while orbital cooling becomes an added opportunity over time.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.08.18 16:00

UBS says orbital data centers aren't a major threat to $VRT because most of the liquid cooling stack still comes with them. Vertiv keeps exposure to cold plates, manifolds, CDUs and DCIM which UBS estimates at ~$0.8M of cooling content per MW even as chillers and dry coolers disappear. And with orbital capacity still expected to reach only ~11% of global data center capacity by 2031 UBS sees little disruption to Vertiv's core business while orbital cooling becomes an added opportunity over time.