ENTITY · vertiv

VertivVRT

United States·power thermal·leader·$127.9B mkt cap

Leading data-center power and liquid-cooling systems maker.

CLEAR · 0–39

34/100 illustrative

Cascade ›Stress ›Graph ›Compare ›Substitutes ›Compliance brief ›Export cascade

Underwriting Thesis

CLEAR — Vertiv: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in power thermal. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration3

Sole-Source Dependence86

Sanctions Exposure0

Downstream Criticality60

Sanctions Exposure

Entity not present on tracked screening lists (CSL).

DoD Exposure

No matched DoD semiconductor awards (USASpending) for this entity.

Shortest paths → DoD-exposed firms

Export ›

Scale AI · 2 hops · $105.6M
Vertiv → CoreWeave → Scale AI

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 0

No mapped upstream suppliers.

Key Customers · downstream · 8

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