Directory / Vertiv
Tuesday 20 October 2026
V
Vertiv
ORGANISATIONvertiv.com
FUNDERHOSTPARTNER47 PEOPLE ON FILEMET 98 DAYS AGO
Watched, weekly
IDENTIFIED
23 Aug 2026
CONTACTED
not yet
IN DIALOGUE
14 Jul 2026
TERMS
not yet
SIGNED
not yet
RELATIONSHIPFUNDER
Prefabricator partner (ConsensusDocs 253 agreement from Greg Lehman). 21 Sep: Anthropic visited Pelzer the prior Wednesday; Vertiv familiar with Anthropic BOD and AMRs (Anthropic Meeting Rooms); common NDA Anthropic / MicroLink / Vertiv noted; Vertiv SME invited to the academic paper series. Budgetary quote ~$300M for 40 MW (Philadelphia) excluding generators. Notebook p4 (earlier call): 40 ft container optimised transport and certification, 45 ft high line urban, indoor skids, 1 MW rack, 1.25 MW, GB300 deployment, switchgear and component problems, Q4 2027, Mega $11M to $12M/MW and $9M to $10M/MW, generic T&C.
Granola transcripts 17 and 21 Sep; Nick's notebook p4, p30 to p32
WHAT THEY WANTNEXT
Ohio One land confirmed to trigger design engagement and long lead items; joint meeting at NVIDIA HQ with Vertiv exec team, Anthropic and MicroLink; RACI matrix once a PO is in place; early GC and MEP engagement; credit application and T&Cs; open door for MicroLink site engineers at Pelzer factory inspections.
Granola transcript 21 Sep
WHAT THEY AREDRAWN FROM THE TRANSCRIPT
Went through the product solutions with Anthony, Cameron, Greg and Robert. We put a 40 ft container on the table and they pushed back toward their 45 ft high line. Delivery times are being finalised, and their nearest slot is Q4 2027.
Open. Their first budgetary proposal for Philadelphia came in on 17 September at about $300M for 40 MW, generators excluded. Greg puts OneCore at roughly 13 to 14 weeks and says capacity depends on when a customer executes. Two price points still on the table, about $11m to $12m per MW on the smaller units and about $10m per MW at 50 MW.
OneCore design
- Shell and core (DSX) preferred over containers above 10 MW; GC builds shell, Vertiv scopes data centre internals to LOD 300
- 250 MW core blocks; 750 MW = 3 cores
- Max LPS design (co developed with NVIDIA) over Max P
- SmartRun white space units pre assembled at Pelzer SC (Pelzer 2, 160,000 sq ft [~14,900 m2]); flush and fill 3 to 5 days
- CDU at pod level; 800 VDC day 2 swap without rip and replace; future proofed for Vera Rubin and Rubin Ultra
Chip requirements cited
- NVIDIA 4 to make 3, ~143 kW/rack, 40 degC+ fluid
- TPU N+1, ~93 kW/rack
- Cerebras 6 to make 5, 20 degC fluid
People
- Anthony Hoo (products solution), Cameron Nowak (GM Ohio), Greg Lehman, Robert Feeley
PEOPLE HERE47 ON FILE
35 more on file, the first twelve by tier shown.
MENTIONED BYWHO HAS TALKED ABOUT THEM, AND WHAT THEY SAID
| Who | Kind | What they said |
|---|---|---|
| Executive, Deep Green 14 Sep | Relationship | We know the guys at Vertiv and others as well who build. |
| Adviser, White Rose Capital Group 4 Sep | Commercial | TAS and Vertiv flagged as vendor financing candidates. Neither has a dedicated internal funding unit. |
WHO THEY MENTIONEDEACH ROW WRITES TO BOTH PROFILES
They have named nobody in a transcript held here.
WHAT THEY SAIDVERBATIM · FEEDS THE TODAY SHEET
"We definitely want to support."
"Myself Anthony and Greg would love to coordinate an on site meeting if possible, if you need anything please don’t hesitate to reach out."
"if it's your stuff that's being built, you can come in anytime."
"We could have a common meeting, say, in NVIDIA's headquarters."
"That's a you discussing with our CEO type deal"
"Is this facility / land owned by Microlink or what is the status of acquisition? Also would the facility be demo-ed to make way for the new AI factory?"
"if you foresee your site going, say, to 500 or 750, my recommendation would be to build out your site design, your site 250 at a time."
"Please send over the website link you had created, and we can use that instead if it covers most of the questions above."
IMPORTANT DATESCOMPANY LEVEL, PEOPLE ROLLED IN
14 Jul 2026
MET
Introduction - Vertiv / MicroLink
Google Calendar
OPEN ACTIONSNONE OPEN
Nothing is owed on the record.
WHERE WE INTERSECT
MEETINGS2 ON FILE
KEY FACTS
Domainvertiv.com
ClassFunder, Host, Partner
Ownernot set
StageIn dialogue
People47 on file
Record age58 days
SILENCE
Last touch14 Jul 2026
Quiet for98 days
Quietest personeveryone shown has a touch
MENTIONS
Made by themnone drawn
Made about them2
Corroboratednone yet
Contradictednone
FIT
Host modelno evidence
Host modelno evidence
Partner modelno evidence
Criteria evidenced0 of 34
Gates firedno evidence
COMPLETENESS
Filled7 of 19
Open slots12
Oldest fact23 Aug 2026
CONNECTION MAPDASHED IS HEARSAY, ONE STEP REMOVED
The counterparty and what we oweMeetings held and people metOurs to answerNamed by them
WHERE EACH FIELD COMES FROM
org_classes, the rule that placed each
class
organisations.domain
domain
org_people
people on file
organisations.created_at
record created
3 more sources
Granola transcripts 17 and 21 Sep; Nick's notebook p4, p30 to p32, Granola transcript, MicroLink Ohio One, 21 Sep; Nick's notebook p4, p30 to p32, Granola transcript 21 Sep
COMMIT TO MEMORY