Unverified Three-Year Vertiv-Infineon Deal; Vertiv Sales Reach $4.313 Billion
Key Facts
There is no verification of the alleged three-year Vertiv-Infineon semiconductor supply agreement, a report attributed to November 4, 2026. I could not verify a matching announcement in a reliable open source dated that day. The agreement’s duration, scope and inclusion of silicon and silicon carbide components therefore cannot be confirmed. It also could not be verified that the deal targets 800-volt direct-current power systems. These details remain unconfirmed, while the companies’ published data provide broader context on data-center demand for power solutions.
In its latest published results, Vertiv said on October 28 that net sales totaled $4.313 billion in the third quarter of 2026, up 61% from the same period in 2025. CEO Giordano Albertazzi reported that organic orders increased by more than 100% year over year. He described data-center infrastructure as "in the midst of the largest expansion wave, and that wave is accelerating." The results provide context for the company’s activity in the data-center equipment market, but do not establish that an agreement with Infineon was reached or specify any financial impact. Vertiv also raised its fiscal 2026 sales guidance to a range of $14.45–$14.85 billion, with expected organic growth of between 37% and 39%.
In a separate announcement dated October 21, 2026, Infineon said it was expanding its collaboration with NVIDIA on 800-volt direct-current power architectures for AI data centers. The initiative focuses on the high-voltage intermediate bus converter, a stage that reduces the voltage supplied to accelerator cards, according to the company. Infineon said AI workloads with high power consumption had prompted data centers to adopt intermediate bus architectures. The company’s portfolio supports conversion ratios of 800 to 50 volts, 800 to 12 volts and 800 to 6 volts. These details show a published application of Infineon’s work on 800-volt power systems, but relate to its collaboration with NVIDIA and do not establish a connection to the alleged Vertiv agreement.
Infineon added that gallium nitride technology enables switching frequencies of up to 1 megahertz in the intermediate bus converter stage. It said faster switching with lower losses allows magnetic components and passive components to be made smaller and increases power density. This is part of the design of power-conversion systems for AI data centers, where electricity requirements are rising, according to the company. In another announcement dated September 29, Infineon said Eaton’s MVSST 2.0 platform was designed to distribute power in high-density computing architectures at 800 volts direct current. It said the platform reduces conversion stages compared with traditional architectures, providing another example of applications the company is pursuing with other partners.
In the same announcement, Infineon said Eaton and Infineon were exploring next-generation solid-state transformer platforms using silicon carbide modules rated at 2.3 and 3.3 kilovolts. The applications target data centers, grids and renewable energy, according to the company. The announcement does not confirm the supply agreement attributed to Vertiv, as it describes exploratory work with Eaton. Vertiv’s announcement in May 2025 also said its portfolio of 800-volt solutions was scheduled to launch in the second half of 2026, supporting NVIDIA’s Kyber and Rubin Ultra platforms. This places high-voltage power solutions among the company’s previously announced plans, without confirming that its alleged agreement with Infineon was concluded.