analysis2026-10-08· GridToChip · 1 min read · part-of-the-day

Part of the day: Coolant distribution units

Assembled by the nightly build from this catalog’s own entry for Coolant distribution units (5.05, Layer 5 — Liquid cooling (IT-side: chip to CDU)). The tables below are rebuilt every night; published 2026-10-08.

The unit that separates the IT-side (technology) coolant loop from the facility water loop, exchanging heat between them and pumping and filtering the technology-side flow — sized from in-rack and in-row units up to multi-megawatt facility-class units.

The CDU is the boundary of Layer 5: everything upstream (cold plates, manifolds, quick disconnects, hoses) is the technology-side loop it feeds, and everything downstream (chillers, cooling towers, the facility water loop) belongs to Layer 6. Inside, a plate heat exchanger keeps the clean, controlled technology-side coolant physically separate from facility water, while pumps circulate the technology-side flow and filters protect the cold plates from particulates. CDUs come in three form factors — in-rack units serving a single rack, in-row units serving several racks, and facility-class units in the 1–2.5 MW-plus range serving a whole row or hall — and the choice among them is a design decision driven by rack density and facility layout rather than a strict scale progression. As GPU racks moved from air to liquid cooling, CDU capacity requirements rose sharply, and controls (temperature setpoints, redundant pumps, leak response) became as important as the mechanical design. Investors should watch which vendors can scale from smaller in-rack or in-row units to facility-class CDUs, since that is a different engineering and manufacturing problem, and note that some server integrators build CDUs in-house for their own rack designs.

AI delta: The shift of AI accelerator racks from air to liquid cooling pushed CDU capacity requirements up sharply and pulled facility-class (1–2.5 MW-plus) units into more deployments alongside smaller in-rack and in-row units.

Who makes it

Coolant distribution units (5.05 — full page)
CompanyRoleOwnershipTickerPrice1dConfidenceNote
Airedale · unit of ModinemanufacturersubsidiaryMOD*inferred
Aurasmanufacturerpublic3324.TWO1360 TWD+0.4%inferred
Daikinmanufacturerpublic6367.T21185 JPY-0.7%inferred
Delta Electronicsmanufacturerpublic2308.TW1560 TWD-3.4%inferred
Envicoolmanufacturerpublic002837.SZ44.38 CNY+1.8%inferred
Foxconn (Hon Hai)manufacturerpublic2317.TW245 TWD-1.6%inferred
Johnson ControlsmanufacturerpublicJCI144 USD+0.1%inferred
Kaorimanufacturerpublic8996.TW1560 TWD-7.4%inferred
Mitsubishi Electricmanufacturerpublic6503.T4770 JPY-2.3%reported
Motivair · unit of Schneider ElectricmanufacturersubsidiarySU.PA*inferred
MuntersmanufacturerpublicMTRS.ST131 SEK+4.0%inferred
Nidecmanufacturerpublic6594.T1705 JPY-0.5%inferred
nVentmanufacturerpublicNVT125 USD-2.4%inferred
Supermicroin housepublicSMCI32.94 USD-1.7%inferredin-house
TranemanufacturerpublicTT445 USD-0.9%inferred
VertivmanufacturerpublicVRT194 USD-0.2%inferred
Airsysmanufacturerprivateinferred
Boydmanufacturerprivateinferred
Chilldynemanufacturerprivateinferred
CoolITmanufacturerprivateinferred
Huaweimanufacturerprivateinferred
LiquidStackmanufacturerprivateinferred
Rittalmanufacturerprivateinferred
Stulzmanufacturerprivateinferred
Competing on Coolant distribution units:Airedale inferred, Auras inferred, Daikin inferred, Delta Electronics inferred, Envicool inferred, Foxconn (Hon Hai) inferred, Johnson Controls inferred, Kaori inferred, Mitsubishi Electric reported, Motivair inferred, Munters inferred, Nidec inferred, nVent inferred, Supermicro inferred, Trane inferred, Vertiv inferred, Airsys inferred, Boyd inferred, Chilldyne inferred, CoolIT inferred, Huawei inferred, LiquidStack inferred, Rittal inferred, Stulz inferred

The full entry — sub-categories, news, videos and sources — lives on the Coolant distribution units page.

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