• Vertiv Holdings Co (NYSE:VRT) has launched SmartRun, a digital twin platform for AI data center infrastructure.
• The SmartRun launch focuses on design, simulation, and lifecycle management for AI factory deployments.
• The company is showcasing SmartRun at Computex Taipei 2026, using NVIDIA Omniverse and Dassault Systèmes platforms.

Vertiv enters this product launch with a stock that has seen very strong multi year gains, with NYSE:VRT up 90.5% year to date and up 198.1% over the past year. The current share price of $334.49 is supported by a very large 3 year and 5 year return profile. This indicates that many investors already view Vertiv as a key player in data center infrastructure.

For readers tracking AI infrastructure, SmartRun adds a digital layer to a business that has historically centered on physical power and thermal systems. The focus on model based, simulation ready design may influence how customers plan large AI deployments and could shape how Vertiv competes for new projects tied to AI data centers globally.

Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page.

Vertiv’s SmartRun digital twin move pushes the company further into software-like infrastructure services for AI factories, on top of its core power and cooling hardware. By integrating with NVIDIA Omniverse DSX and Dassault Systèmes’ 3DEXPERIENCE platform, Vertiv is trying to plug itself into the design and planning workflows that hyperscalers and large enterprises already use. For you as an investor, that matters because it links Vertiv earlier in the project lifecycle, where decisions on vendors, architectures, and future service needs are made. The multi phase roadmap for AI factory digital twins also lines up with management’s broader focus on acquisitions and capacity investment. This signals that Vertiv wants its AI data center story to rest on repeatable, model based deployments rather than one off hardware projects.

The Risks and Rewards Investors Should Consider

• ⚠️ Execution risk is rising as Vertiv shifts from traditional hardware projects to model based, software integrated solutions, which can add complexity to delivery and support.
• ⚠️ Partnerships with large platforms such as NVIDIA and Dassault Systèmes may increase customer expectations, so any delays or integration issues could affect Vertiv’s position versus peers like Schneider Electric and Eaton.
• 🎁 SmartRun’s digital twin capability is intended to cut late stage design changes and integration risk, which could support more predictable AI data center deployments and lifecycle services revenue.
• 🎁 Being part of NVIDIA’s AI factory blueprint places Vertiv alongside key AI infrastructure vendors, which may help it compete for large, multi year AI projects globally.

What To Watch Going Forward

From here, it is worth watching how frequently Vertiv’s SmartRun platform appears in large AI data center wins, how deep the integrations with NVIDIA Omniverse and Dassault Systèmes become in real customer projects, and whether management uses bolt on M&A to add more software and modeling capability. Investors can also keep an eye on customer feedback around deployment speed and coordination benefits, plus any commentary on margins where digital twin workflows are used versus traditional project delivery.

To ensure you're always in the loop on how the latest news impacts the investment narrative for Vertiv Holdings Co, head to the community page for Vertiv Holdings Co to never miss an update on the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.