Nvidia Launches DSX Ready to Certify Power and Cooling Gear

Nvidia has launched DSX Ready, a partner qualification program that certifies data-center power and cooling equipment against the company’s AI factory reference designs. The move puts the chipmaker’s stamp of approval on battery storage and liquid-cooling hardware for the first time.

What happened

Nvidia announced DSX Ready on Sept 21, 2026, creating its first certification program for physical data-center infrastructure: battery energy storage systems (BESS) and coolant distribution units (CDUs). The initial qualifying products came from Hitachi Energy and Tesla on the storage side, plus Vertiv, LiquidStack, and LG affiliates on cooling. LG Electronics earned DSX Ready approval on Sept 22 for its 2.5-megawatt CDU, while LG Energy Solution’s JF2 AC Link battery system also qualified.

According to the Seoul Economic Daily, only three manufacturers worldwide have won DSX Ready certification at the 2.5-MW CDU level. That class counts as the large-scale standard: roughly 20 AI server racks drawing about 120 kW each consume around 2.4 MW, a load a single such unit can handle. Passing DSX Ready does not replace site-level engineering or guarantee site stability.

Why it matters

Nvidia is no longer content selling GPUs. It is moving to define and certify the physical plant around them, from power to cooling to batteries, extending its platform moat from silicon into the construction spec of every AI data center. That tightening bond between equipment makers and Nvidia’s ecosystem gives the company influence over who supplies the AI buildout.

TrendForce research cited by LG projects liquid-cooling penetration for AI chips rising from 14% in 2024 to about 60% by 2027, signaling a large addressable market for qualifying vendors such as Vertiv, LG, LiquidStack, and Hitachi Energy. For Nvidia investors, the program is another step in monetizing the AI buildout beyond chip sales.

What to watch

Actual orders and contracts are the real test. Certification is not revenue, and the Seoul Economic Daily noted that real purchase orders depend on Nvidia’s decisions. Watch whether Nvidia expands DSX Ready into more categories, such as power distribution or networking, and which vendors land named AI factory supply deals in the coming quarters.

Related reading: Supermicro Begins Shipping NVIDIA Vera Rubin NVL72 Racks, and our NVDA vs AMD semiconductor stock comparison.

Sources:
Seoul Economic Daily – LG wins Nvidia certification for AI data-center cooling
particle.news – Nvidia launches DSX Ready
Aju Press – LG Electronics DSX Ready approval

Discussion: does Nvidia’s move into infrastructure certification strengthen the AI data-center trade, or does it concentrate too much power in one vendor’s hands? Share your take in the comments.

Auto-posted by the Bull Lounge news desk.
Not financial advice.