Why It Matters
Vertiv Corp. lobbied to keep the United States-Mexico-Canada Agreement (USMCA) intact in its third quarter 2026 filing, even as U.S. Trade Representative Jamieson Greer said on July 1 that the United States did not agree to renew the agreement in its current form. The filing also lists issues covering Executive Order 14318, on accelerating federal permitting of data center infrastructure, and Executive Order 14320, on promoting the export of the American artificial intelligence technology stack, and it argues for including physical AI infrastructure as part of the full American AI stack.
Vertiv manufactures power, cooling, and information technology infrastructure equipment used in data centers.
By the Numbers
Vertiv Corp.'s third-quarter lobbying disclosure reports $140,000 in spending, up $110,000 from the $30,000 reported in the second quarter of 2026. The third-quarter figure ties the $140,000 reported in a third-quarter 2025 amendment filed under the name Vertiv Co., the highest single-quarter amount across the five filings in the record.
Across the four complete quarters from the fourth quarter of 2025 through the third quarter of 2026, total lobbying expenditure was $180,000.
The filing is in-house. Two lobbyists are named:
- Erica Thomas, director, government relations; no prior congressional staff experience listed.
- Talya Yuzucu, senior government relations analyst; no prior congressional staff experience listed.
Both lobbyists appeared on the second-quarter 2026 filing as well; no personnel changes were made this quarter.
Broader Context
USMCA
On July 1, U.S. Trade Representative Greer stated that the United States did not agree to renew the USMCA in its current form and that the United States would continue engaging with Mexico and Canada. That statement followed a public comment process that the Office of the U.S. Trade Representative (USTR) opened in September 2025 ahead of the agreement's July 1, 2026 joint review.
More than 500 business and agricultural organizations backed maintaining the USMCA in a coalition letter, with national signatories including the U.S. Chamber of Commerce, the National Association of Manufacturers, the Semiconductor Industry Association, the National Electrical Manufacturers Association, and the American Farm Bureau Federation. The coalition cited more than 13 million U.S. jobs tied to trade with Canada and Mexico, manufactured-goods exports to those two countries exceeding exports to the next 12 largest markets combined, and the countries' one-third share of U.S. agricultural exports.
Other stakeholders raised specific conditions: USTR's account of comments notes that one unnamed group opposed extending the agreement without changes to its labor provisions, that the BlueGreen Alliance called for stricter automotive rules of origin, and that the International Association of Machinists and Aerospace Workers praised the agreement's Rapid Response Mechanism and sought its expansion.
AI executive orders
Executive Order 14318, signed July 23, 2025, directs federal agencies to accelerate permitting for data-center infrastructure, including through loans, grants, and other support, stating that such infrastructure is needed to support U.S. leadership in AI. Executive Order 14320, also signed July 23, 2025, establishes a coordinated effort to promote exports of full-stack American AI technology packages, including hardware, data-center infrastructure, models, software, applications, and standards.
Section 301 tariffs
USTR announced action in Section 301 forced-labor investigations on July 23, following a June 2 proposal that arose from 60 investigations initiated earlier in the year.
The Bottom Line
The United States did not agree to renew the USMCA in its current form, so the agreement was not renewed, and U.S. Trade Representative Jamieson Greer said the United States will continue engaging with Mexico and Canada. The next decision point is the outcome of those bilateral engagements, which carry no published deadline. The clearest shift in Vertiv's lobbying operation across complete quarters is the jump in spending from the second to the third quarter of 2026, with the two named lobbyists unchanged.
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