analysis2026-10-05· GridToChip · 1 min read · part-of-the-day

Part of the day: Rack manifolds

Assembled by the nightly build from this catalog’s own entry for Rack manifolds (5.02, Layer 5 — Liquid cooling (IT-side: chip to CDU)). The tables below are rebuilt every night; published 2026-10-05.

The manifold (sometimes called a CDM) that distributes coolant from the CDU supply line to each cold plate in a rack and collects the return flow, usually mounted vertically at the rear or side of the rack.

The manifold sits between the CDU’s supply and return lines and the individual trays: it splits one large coolant flow into the branch lines that feed each cold plate’s quick disconnects, then recombines the return flow for the trip back to the CDU. Because it touches every tray in the rack, the manifold’s port count, spacing, and pressure rating are set by the rack’s specific tray layout and GPU count, which ties the part to a reference design in the same way cold plates are. As racks pack more accelerators per U and run hotter, manifolds need more ports, higher flow rates, and tighter tolerances on the quick disconnect interfaces at each branch — a manifold designed for a lower-density generation does not simply carry over. Investors should watch how much of this part rack integrators build in-house for their own designs versus source from independent thermal vendors, and whether manifold makers also supply the CDU and cold plate to capture more of the loop.

Who makes it

Rack manifolds (5.02 — full page)
CompanyRoleOwnershipTickerPrice1dConfidenceNote
Aurasmanufacturerpublic3324.TWO1360 TWD+0.4%inferred
AVCmanufacturerpublic3017.TW3145 TWD-2.8%inferred
Delta Electronicsmanufacturerpublic2308.TW1560 TWD-3.4%inferred
Foxconn (Hon Hai)manufacturerpublic2317.TW245 TWD-1.6%inferred
Kaorimanufacturerpublic8996.TW1560 TWD-7.4%inferred
nVentmanufacturerpublicNVT125 USD-2.4%disclosed · source
Parker HannifinmanufacturerpublicPH881 USD-1.4%inferred
VertivmanufacturerpublicVRT194 USD-0.2%inferred
Boydmanufacturerprivatedisclosed · source
CoolITmanufacturerprivatedisclosed · source
Stäublimanufacturerprivateinferred
Competing on Rack manifolds:Auras inferred, AVC inferred, Delta Electronics inferred, Foxconn (Hon Hai) inferred, Kaori inferred, nVent disclosed, Parker Hannifin inferred, Vertiv inferred, Boyd disclosed, CoolIT disclosed, Stäubli inferred

The full entry — sub-categories, news, videos and sources — lives on the Rack manifolds page.

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