Vertiv Holdings Co

(New York Stock Exchange)
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Somewhat Bullish +50

Vertiv Introduces First Converged Physical Infrastructure Digital Twin for NVIDIA Omniverse DSX

AI-generated analysis

🏭 Vertiv has launched a production-grade digital twin capability integrated into the NVIDIA Omniverse DSX Blueprint for its SmartRun platform.

🤖 This model-based approach allows AI factory infrastructure to be designed, simulated, and validated as a single system before physical build-out.

⚡ The solution addresses challenges posed by scaling AI deployments to higher densities where traditional document-based processes are too slow.

🔌 Scott Armul, CPTO at Vertiv, stated that power, cooling, controls, and deployment workflows must be designed as one interdependent system to deliver more tokens per second per megawatt.

🧩 The digital twin encodes Vertiv's infrastructure expertise into configurable building blocks that support faster and more confident AI factory planning.

🗺️ This launch represents the first phase of Vertiv’s multi-phase roadmap to close the gap between compute innovation and physical infrastructure readiness.

🤝 NVIDIA VP Vladimir Troy emphasized that full-stack co-design across compute and physical infrastructure is required for gigawatt-scale AI factories.

🛠️ The workflow utilizes OpenUSD, SimReady assets, and simulations for power, thermal, and operational analysis within the NVIDIA Omniverse DSX Blueprint.

📅 At Computex Taipei 2026, Vertiv will demonstrate SmartRun as both a physical system and a configurable digital twin for attendees to explore.

🏗️ The demonstrator was created using Dassault Systèmes model-based systems engineering capabilities on the 3DEXPERIENCE platform.

🔄 It establishes a shared digital foundation for configuration, simulation, validation, and future optimization across the AI factory lifecycle.

📊 Stéphane Sireau from Dassault Systèmes noted that this approach moves infrastructure design from document-based workflows toward an industrialized model-based systems engineering method.

🏢 Vertiv is headquartered in Westerville, Ohio, USA, and operates in more than 130 countries globally.

📈 The company provides hardware, software, analytics, and services to enable vital applications to run continuously and perform optimally.

🌐 Their portfolio includes power, cooling, and IT infrastructure solutions extending from the cloud to the edge of the network.

Bullish Signals
  • Vertiv introduces a production-grade digital twin capability integrated into NVIDIA Omniverse DSX Blueprint, advancing its roadmap to make AI factory infrastructure more configurable, repeatable, and simulation-ready.
  • The model-based approach allows infrastructure to be designed, simulated, and validated as a single system before build-out, helping reduce late-stage design changes and integration risk.
  • Vertiv SmartRun digital twin accelerates time from planning to operational readiness while improving coordination across power, cooling, controls, and deployment teams.
  • The solution encodes Vertiv's infrastructure expertise into configurable, simulation-ready building blocks that support faster, more confident AI factory planning.
  • At Computex Taipei 2026, Vertiv will demonstrate Vertiv™ SmartRun as both a physical infrastructure system and a configurable digital twin, allowing attendees to explore configuration scenarios.
  • The demonstrator establishes a shared digital foundation for configuration, simulation, validation, and future optimisation across the AI factory infrastructure lifecycle.
  • Vertiv is helping customers translate future compute requirements into deployable physical infrastructure before those requirements reach full deployment scale.
Risk Factors
  • The article highlights that traditional document-based processes and siloed handoffs across power, cooling, controls, and deployment teams 'can't keep pace' with scaling AI deployments to higher densities.
  • Vertiv's new digital twin capability is described as the 'first phase in Vertiv's multi-phase AI factory digital twin roadmap', implying that significant further development and implementation steps remain before full readiness.
  • The initiative aims to 'close the gap between accelerated compute innovation and physical infrastructure readiness', indicating a current shortfall or lag in infrastructure capabilities relative to compute growth.
Full Analysis
Vertiv has announced a production-grade digital twin capability integrated into the NVIDIA Omniverse DSX Blueprint, marking a significant step in its strategy to streamline AI factory design and deployment. This new feature leverages the model-based digital twin functionality of Vertiv SmartRun to accelerate workflows for designing, simulating, and validating infrastructure before physical build-out. The integration addresses the challenges posed by scaling AI deployments to higher densities, where traditional document-based processes and siloed handoffs between power, cooling, controls, and deployment teams are insufficient. By capturing system configurations and dependencies in a virtual environment, the digital twin aims to reduce late-stage design changes, lower integration risk, and improve coordination across teams. Scott Armul, Chief Product and Technology Officer at Vertiv, emphasized that AI infrastructure must be planned as an interdependent system rather than generation by generation to deliver more tokens per second per megawatt. The SmartRun digital twin encodes Vertiv's infrastructure expertise into configurable building blocks that support faster planning and confident execution. This initiative is the first phase of a multi-phase roadmap designed to close the gap between accelerated compute innovation and physical infrastructure readiness, preserving engineering intent from early configuration through deployment and lifecycle assurance. The collaboration extends beyond Vertiv, with NVIDIA Vice President Vladimir Troy noting that AI factories require full-stack co-design across compute and physical infrastructure. The NVIDIA Omniverse DSX Blueprint facilitates building gigawatt-scale digital twins using OpenUSD and SimReady assets for power, thermal, and operational simulations. Additionally, Dassault Systèmes is involved, with VP Stéphane Sireau highlighting the shift from document-based design to an industrialized, model-based systems engineering approach optimized for speed and quality. Vertiv plans to demonstrate this integrated system at Computex Taipei 2026, showcasing how model-based design choices support downstream infrastructure planning and simulation workflows using capabilities created on the 3DEXPERIENCE platform.