Nvidia Approves Tesla and Vertiv for New AI Infrastructure Standard
Yahoo Finance ·
Nvidia (NASDAQ: NVDA) is extending its dominance beyond chips into the critical power and cooling infrastructure required for artificial intelligence data centers. On September 21, 2026, the tech giant launched its DSX Ready initiative, officially designating Tesla (NASDAQ: TSLA) as an approved battery storage provider and Vertiv (NASDAQ: VRT) as a qualified cooling vendor. This compatibility standard aims to streamline deployment for dense accelerated-compute systems while reinforcing Nvidia's architectural influence. For Tesla, the program integrates its Megapack technology into the booming AI infrastructure market, unlocking new demand beyond traditional utilities. Meanwhile, Vertiv secures a major operational boost as its 2.3-megawatt CoolChip coolant distribution unit gains inclusion. However, analysts note that certification does not automatically guarantee project wins or high margins. In recent institutional tracking, hedge fund holdings shifted across all three names prior to the announcement, highlighting evolving investor sentiment toward the AI hardware supply chain.
AI 시장 분석
On September 21, NVIDIA introduced the DSX Ready program for AI data center standardization, officially approving Tesla and Vertiv as battery energy storage and cooling suppliers, respectively. This certification is expected to reduce design friction in building AI factories and accelerate infrastructure demand for related companies. Investors should closely monitor whether the certification directly translates into actual orders and margins.
상승 영향
- AI — NVIDIA's introduction of the DSX Ready program accelerates the standardization of power and cooling for AI data centers, benefiting related infrastructure companies.
- EV — Tesla's Megapack has been directly integrated into the AI infrastructure conversation, opening a new demand pool for the energy storage sector.
DYAX 전담 분석
NVIDIA's inclusion in the DSX Ready program means that Tesla's Megapack and Vertiv's CoolChip cooling systems are directly integrated into the high-output AI data center ecosystem. Amid growing importance on power stability and liquid cooling, this standardization can contribute to revenue diversification and strengthened market dominance for the related companies.
The bullish scenario is that data center developers utilize the certification as a strong shortcut, leading to a surge in actual orders, while the bearish scenario is that it remains mere logo registration, highlighting high valuation burdens. In future earnings announcements, order conversion rates and margin improvements will be key indicators.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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