Stonepeak Takes Equity Stake in AMPYR Distributed Energy

Vertiv has agreed to acquire UtilityInnovation Group for $1.5 billion, adding behind-the-meter power systems and onsite generation to its data center portfolio. The deal follows Vertiv's acquisition of Thermal Labs, which strengthened its liquid cooling and cold-plate technology, as the company builds out power and cooling equipment for increasingly power-hungry AI racks. Vertiv's MegaMod HDX platform combines direct-to-chip liquid cooling with air cooling for dense AI systems. Rival Eaton is pursuing the same trend from a broader power management angle, having developed its own 800 VDC architecture for AI factories and a Beam Rubin DSX platform with Nvidia for end-to-end power and cooling. The comparison piece argues Vertiv offers a more direct bet on AI infrastructure, while Eaton spans a wider slice of the electrical distribution and grid chain.

Mitsubishi Electric Power Products, Inc. announced its new Chip-to-Grid Reference Designs, an integrated blueprint for AI factories built with NVIDIA Vera Rubin NVL72 and future next-generation NVIDIA AI infrastructure. The designs target hyperscale, neocloud, and colocation operators across North America, providing scalable architecture built around 250 MW deployment blocks that support expansion to gigawatt-scale campuses and enable rack densities to grow from approximately 200 kW today to more than 1 MW per rack. Each 250 MW deployment block can operate islanded, using on-site generation and battery energy storage with a pathway to future utility interconnection, or grid connected. The framework integrates utility interconnection, on-site generation, battery energy storage, electrical distribution, advanced cooling, and facility controls, and aligns with NVIDIA MGX rack-scale accelerated computing platforms and the NVIDIA Vera Rubin DSX AI Factory Reference Design infrastructure provisioning strategy. Tricia Breeger, President and CEO of MEPPI, said success depends on resilient energy systems and scalable infrastructure that can grow from today's deployments to tomorrow's gigawatt-scale campuses, while Vladimir Troy, Vice President of AI Infrastructure at NVIDIA, said the designs give operators a repeatable blueprint for deploying NVIDIA Vera Rubin infrastructure.