Will 800V DC Data Centers Create Growth Opportunity for NVT?

NVT expects data center sales to surpass $2 billion in 2026, more than double the prior year, as the industry shifts to 800V DC systems and higher-power infrastructure. The company is scaling liquid-cooling capacity and rolling out modular cooling solutions, advanced power distribution units, and flexible bus systems to capture the buildout.

The 800V DC architecture marks a departure from traditional data center power delivery, enabling higher efficiency and density—critical as AI workloads push rack-level power requirements higher. NVT is positioning across thermal management and electrical distribution to serve next-generation facilities.

Competition is intensifying. VRT and SMCI both hold strong positions in AI data center infrastructure, and all three are racing to secure design wins as hyperscalers and enterprises refresh their footprints. NVT's ability to deliver integrated cooling and power solutions at scale will determine whether it can defend margin while doubling revenue in a crowded field.