Delta Electronics vs Vertiv

Delta Electronics and Vertiv are both placed on 12 of the same AI data center parts in this catalog, spanning layers 4, 5, 6, 7, 9. Delta Electronics appears on 18 parts in total and Vertiv on 22.

At a glance

Market caps are a nightly snapshot in each listing's own currency, never converted.

What the shared parts are

• Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
• Rack PDUs — The power distribution units mounted in or beside a rack that meter and distribute power to individual devices, sitting between facility power and the rack's internal busbar or whips.
• Direct-to-chip cold plates — A metal plate with internal microchannels, bonded or clamped directly onto a GPU, CPU, or switch package, that carries coolant across the die to remove heat by conduction rather than airflow.
• Rack manifolds — The manifold (sometimes called a CDM) that distributes coolant from the CDU supply line to each cold plate in a rack and collects the return flow, usually mounted vertically at the rear or side of the rack.
• 8 more in the table below.

The 12 parts both make