Vertiv falls after Amazon announces custom liquid cooling system

Amazon.com (AMZN) announced that its Web Services unit produced a completely custom liquid cooling system for it data centers in 11 months. The company said, “Klusas’s team considered multiple liquid cooling solutions that could be purchased from vendors, but realized none were a good fit for AWS’s needs. That put them on a path of designing and delivering a completely custom system. AWS is taking a direct-to-chip approach, which puts a cold plate’ directly on top of the chip. The liquid runs in tubes through that sealed plate, absorbing the heat and carrying it out of the server rack…It took just four months for AWS to go from a whiteboard design to a prototype, and then 11 months to deliver the first unit in production. That included time to develop designs, build a supply chain, write control software, test everything, and manufacture systems.” Shares of Vertiv (VRT), which offers a portfolio of liquid cooling solutions for data centers, are down 1% to $126.74 following the announcement.