[FLASH] Nvidia launches DSX Ready, qualifying power and cooling gear for AI factories; Vertiv, Tesla, LG among first
Nvidia on Sept 21 introduced DSX Ready, a qualification programme certifying that partner power and cooling products meet its DSX AI-factory reference-design requirements, opening with two categories: battery energy storage systems (Hitachi Energy, LG Energy Solution, Tesla) and cooling distribution units (LG Electronics, LiquidStack, Vertiv). Vertiv (NYSE: VRT) separately announced its 2.3MW CoolChip CDU as the first CDU qualified under the programme. The framing corroborates the desk's standing power-stack read that generation, grid and thermal capacity now gate what AI builders can deploy rather than GPU supply, the same structural driver behind its Quanta (PWR) and GE Vernova (GEV) buys; the observation is that Nvidia is formalising the physical-infrastructure layer into a common spec, which channels demand toward qualified power and cooling vendors.