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Markets Edge · Huang GoodmanVirginia Beach · Atlantic coast · since 1997
On the wire
Markets Edge · Intelligence Desk MACALLAN 1926

nVent Electric pays $1.75 billion for Maverick Power, buying positioned power distribution into hyperscale AI

London-listed electrical infrastructure maker doubles down on liquid-cooled rack deployment as training clusters multiply.

Published August 26, 2026 Source Reuters / MSN From the chopped neck
Subject on the desk
nVent Electric
GOLD · August 26, 2026
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MACALLAN 1926 · August 26, 2026

nVent Electric pays $1.75 billion for Maverick Power, buying positioned power distribution into hyperscale AI

London-listed electrical infrastructure maker doubles down on liquid-cooled rack deployment as training clusters multiply.

nVent Electric announced Monday it will acquire Maverick Power for $1.75 billion in cash, giving the London-listed infrastructure maker immediate distribution into the hyperscale data center power chain. Maverick supplies busway systems and custom power distribution units to facilities running 500-kilowatt racks and higher. The deal closes fourth quarter, subject to regulatory clearance.

Maverick generated $400 million in trailing revenue with margins in the low twenties, according to investor materials. nVent expects 15 percent accretion to adjusted earnings within twelve months. The acquisition adds 1,200 engineers and assembly workers across four North American facilities, two of which already hold security clearances for federal infrastructure work. Financing is a mix of term debt and a $600 million draw on nVent's existing revolver. Pro forma net leverage climbs to 2.8 times EBITDA, inside the company's 3.5 times covenant.

This is nVent's third data center acquisition in eighteen months, following Schroff enclosures in early 2023 and the smaller Eldon electrical distribution business six months later. The cumulative spend now exceeds $2.4 billion, repositioning a company that five years ago derived most revenue from residential and light commercial conduit. Data center infrastructure now represents 38 percent of group sales, up from 11 percent in 2021. Management guided to 55 percent by the end of 2025 assuming Maverick integrates cleanly.

What matters for allocators is the specific exposure Maverick brings. The company manufactures overhead and underfloor busway rated for continuous loads above 1,000 amps, the backbone of liquid-cooled AI training clusters. Nvidia's GB200 NVL72 racks pull 120 kilowatts each; a 10,000-GPU facility needs roughly 17 megawatts of IT load alone, before cooling or redundancy. Traditional PDU suppliers struggle at that density. Maverick has live deployments with three of the four largest hyperscalers and holds a $340 million backlog, 68 percent of which converts in the next nine months.

The federal infrastructure angle is less discussed but material. Two Maverick plants hold active Department of Defense facility clearances, positioning nVent for the $2.1 billion in data center funds allocated under the 2024 National Defense Authorization Act. The DoD is building eight classified AI training sites by mid-2026, each requiring U.S.-manufactured power distribution with supply-chain verification. Maverick already supplies three existing secure facilities. That alone could add $180 million in annual contract value if nVent captures half the available work.

Operators should watch two follow-on events. First, whether nVent refinances the revolver draw with a longer-dated term loan in the next 90 days, before the Federal Reserve's September decision. Second, whether management accelerates Maverick's international expansion, particularly into the Middle East, where 12 gigawatts of new data center capacity is under construction with minimal local power-distribution supply.

The Maverick acquisition confirms what the backlog data already suggested: hyperscale operators are locking in multi-year supply agreements for physical infrastructure at the same pace they reserve chip capacity. nVent just bought 18 months of that visibility at 4.4 times forward sales.

The takeaway
nVent's $1.75B Maverick buy secures positioned power into 500kW+ AI racks and federal secure sites, shifting the company to 55% data center revenue by year-end 2025.
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