# companies

id: abb
name: ABB
ownership_type: public
hq_country: CH
hq_city: Zurich
website: https://www.abb.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.abb.com|https://en.wikipedia.org/wiki/ABB
description_md:
ABB makes medium- and low-voltage switchgear, power skids and E-houses, and dry-type and cast-resin transformers used in data center electrical rooms. It also supplies UPS systems, floor PDUs and static transfer switches, circuit protection and metering equipment, fans and motors for cooling systems, and prefabricated power skids for modular data centers.


id: amd
name: AMD
aliases: Xilinx
ownership_type: public
hq_country: US
hq_city: Santa Clara
website: https://www.amd.com
cik: 2488
newsroom_feed_url: https://ir.amd.com/news-events/press-releases/rss
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
AMD designs EPYC server CPUs and Instinct MI-series GPU accelerators, including the rack-scale Helios platform, plus Pensando-brand DPUs and SmartNICs and, from its Xilinx acquisition, FPGAs used in networking and acceleration. It is a founding participant in the UALink consortium for scale-up accelerator interconnect.

dc_exposure_note:
AMD reports Data Center as a named segment: "For the full year 2025, Data Center segment revenue was a record $16.6 billion, up 32% year-over-year" (Q4/FY2025 results press release, ir.amd.com).

sources:
https://ir.amd.com/news-events/press-releases/detail/1276/amd-reports-fourth-quarter-and-full-year-2025-financial-results


id: amphenol
name: Amphenol
ownership_type: public
hq_country: US
hq_city: Wallingford
website: https://amphenol.com
cik: 820313
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Amphenol makes copper interconnect used inside and between AI server racks: DAC, ACC and AEC cables, NVLink backplane and spine cartridges, board-level connectors and sockets, OSFP/QSFP cages, and in-rack busbar and power-whip assemblies, sold through its IT Datacom market category.

dc_exposure_note:
Q2 2026 earnings call: "The IT datacom market represented 43% of our sales in the quarter... growing 89% in U.S. dollars," attributed primarily to AI demand (CEO remarks, July 2026).

sources:
https://amphenol-industrial.com/datacom-telecom/data-center-power/|https://www.fool.com/earnings/call-transcripts/2026/08/07/amphenol-aph-q2-2026-earnings-call-transcript/


id: astera-labs
name: Astera Labs
ownership_type: public
hq_country: US
hq_city: San Jose
website: https://www.asteralabs.com
cik: 1736297
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Astera Labs designs fabless connectivity silicon for AI and cloud infrastructure: Aries PCIe/CXL retimers and smart cable modules, Scorpio fabric switches for scale-up PCIe/CXL connectivity, and CXL memory controllers, managed fleet-wide by its COSMOS software. It sells chips and modules to server and rack-scale system builders.

sources:
https://www.asteralabs.com/products/|https://www.asteralabs.com/news/astera-labs-opens-new-global-headquarters-in-san-jose-to-accelerate-ai-infrastructure-innovation/


id: avc
name: AVC
ownership_type: public
hq_country: TW
hq_city: Kaohsiung
website: https://www.avc.co/en-us/
twse_code: 3017
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.digitimes.com/news/a20260312PD226/avc-liquid-cooling-chassis.html
description_md:
Asia Vital Components (AVC) makes thermal hardware for servers: cooling fans, heatsinks and vapor chambers for air-cooled systems, plus direct-to-chip cold plates, rack manifolds, and liquid-cooling chassis for AI data centers, with liquid-cooling capacity expanding to meet AI demand.


id: bizlink
name: Bizlink
ownership_type: public
hq_country: TW
hq_city: New Taipei City
website: https://www.bizlinktech.com
twse_code: 3665
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
BizLink makes DAC and AEC copper cables for data centers, including 800G QSFP-DD direct-attach cables, with AEC volume production following its 2022 merger with LEONI's Industrial Solutions business. It also supplies board-level connectors, NVLink-related copper cabling for Nvidia rack platforms, and in-rack busbar and power hardware.

sources:
https://www.bizlinktech.com/company-overview|https://telecom-networking.bizlinktech.com/products-services/data-center/dacs-accs/


id: boyd
name: Boyd
ownership_type: private
hq_country: US
website: https://www.boydcorp.com
enrichment_status: needs_review
last_verified: 2026-08-27
ownership_note:
Boyd Thermal sold to Eaton (announced Nov 2025, closed 2026-03-12); remaining Boyd ownership under review

description_md:
Boyd makes liquid and air thermal-management hardware for data centers: single- and two-phase cold plates, coolant distribution units, rack manifolds and cooling loops, heat exchangers, and air-cooled heatsinks and vapor chambers. Its thermal business ("Boyd Thermal") was sold by Goldman Sachs Asset Management to Eaton in a deal that closed in March 2026, so the data-center product lines now sit inside Eaton.

sources:
https://www.boydcorp.com/thermal.html|https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-completes-acquisition-of-leading-liquid-cooling-solutions-provider-boyd-thermal.html


id: broadcom
name: Broadcom
ownership_type: public
hq_country: US
hq_city: Palo Alto
website: https://www.broadcom.com
cik: 1730168
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Broadcom co-designs custom AI accelerator ASICs with hyperscalers, including Google's TPU and Meta's MTIA, and makes scale-out switch silicon (Tomahawk, Jericho) and scale-up Ethernet switch chips (Tomahawk Ultra) used in GPU cluster networking. It also supplies NICs, PCIe/CXL switches, optical transceivers and VCSEL lasers, optical DSPs, and co-packaged optics for data center networking.

sources:
https://www.broadcom.com|https://www.sec.gov/Archives/edgar/data/1730168/000114036124032570/ny20032136x2_s3asr.htm


id: carrier
name: Carrier
ownership_type: public
hq_country: US
hq_city: Palm Beach Gardens
website: https://www.carrier.com
cik: 1783180
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Carrier supplies data-center cooling and controls: chillers, custom air handlers and coolant distribution units under its QuantumLeap line, building automation through its Automated Logic subsidiary, and DCIM software through Nlyte, which Carrier acquired and folded into Automated Logic.

sources:
https://www.carrier.com/carrier/en/worldwide/news/news-article/carrier-completes-acquisition-of-nlyte-software-a-leader-in-data-center-infrastructure-management-software.html


id: caterpillar
name: Caterpillar
ownership_type: public
hq_country: US
hq_city: Irving
website: https://www.cat.com
cik: 18230
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.cat.com/en_US/by-industry/electric-power/electric-power-industries/data-centers.html
description_md:
Caterpillar supplies diesel and natural-gas backup and prime-power generator sets for data centers, plus battery energy storage and microgrid controllers for integrated on-site power. Its Perkins and Solar Turbines subsidiaries add engines and gas turbines for the same market.


id: cisco
name: Cisco
ownership_type: public
hq_country: US
hq_city: San Jose
website: https://www.cisco.com
cik: 858877
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Cisco makes data-center switch systems and Silicon One switch ASICs, and through its Acacia unit supplies coherent DCI optics and pluggable modules for links between data centers. It is a founding board member of the UALink scale-up interconnect consortium.

dc_exposure_note:
FY2025 results: AI infrastructure orders from webscale customers exceeded $2 billion for the fiscal year, including over $800 million in Q4 (Cisco Q4/FY2025 earnings release, investor.cisco.com).

sources:
https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-FOURTH-QUARTER-AND-FISCAL-YEAR-2025-EARNINGS/default.aspx|https://www.cisco.com/site/us/en/products/networking/silicon-one/index.html


id: coherent
name: Coherent
ownership_type: public
hq_country: US
hq_city: Saxonburg
website: https://www.coherent.com
cik: 820318
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Coherent (formerly II-VI) makes optical transceivers at 400G/800G moving toward 1.6T, EML and DFB lasers, and silicon-photonics components used in AI data-center interconnects, plus SiC substrates for power devices. From fiscal 2026 it reports a dedicated "Datacenter and Communications" segment.

dc_exposure_note:
FY2025 10-K: Networking segment revenue "increased 49% to $3,421 million," attributed "primarily due to increased AI datacenter related revenue" (10-K for the year ended June 30, 2025, sec.gov).

sources:
https://www.coherent.com/company|https://www.sec.gov/Archives/edgar/data/820318/000082031825000014/iivi-20250630.htm


id: corning
name: Corning
ownership_type: public
hq_country: US
hq_city: Corning
website: https://www.corning.com
cik: 24741
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Corning makes optical fiber, cable and connectors for AI data-center interconnects through its Optical Communications segment, plus emerging glass-core substrates with through-glass vias for chip packaging and glass components that couple photonic chips to fiber for co-packaged optics.

dc_exposure_note:
FY2025 earnings release (Jan 2026): Optical Communications net sales of $6,274 million, up 35% year over year, alongside a disclosed multiyear agreement with Meta for data-center optical technologies of up to $6 billion.

sources:
https://s203.q4cdn.com/212458750/files/doc_financials/2025/q4/Corning-Incorporated-Fourth-Quarter-2025-Earnings-Release-with-Financials-2026-01-28.pdf


id: daikin
name: Daikin
aliases: AAF
ownership_type: public
hq_country: JP
hq_city: Osaka
website: https://www.daikin.com
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Daikin Applied, a Daikin Industries business, makes chillers for data centers including magnetic-bearing and air-cooled lines, and has moved into rack-level and direct-to-chip liquid cooling through its 2025 acquisitions of DDC Solutions (containment) and Chilldyne (negative-pressure CDUs). Its AAF brand supplies air filtration relevant to data-center air handling.

sources:
https://www.daikinapplied.com/industry-solutions/data-center-solutions|https://www.daikin.com/press/2025/20251105_1|https://www.daikin.com/press/2025/20250806


id: danfoss
name: Danfoss
ownership_type: private
ownership_note: foundation/family-controlled (Bitten & Mads Clausen's Foundation)
hq_country: DK
hq_city: Nordborg
website: https://www.danfoss.com
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Danfoss makes quick-disconnect couplings for data-center liquid cooling (UQD, UQDB blind-mate, and OCP ORV3 connectors), valve trains for hydronic balancing, and coolant hoses, and supplies Turbocor oil-free centrifugal compressors used in data-center chillers. The company is controlled by the Bitten & Mads Clausen's Foundation and the Clausen family; the Semikron Danfoss power-semiconductor business is a separate joint venture.

sources:
https://www.danfoss.com/en/industries/buildings-commercial/dps/data-center-liquid-cooling/|https://www.danfoss.com/en/about-danfoss/company/foundations/


id: dell
name: Dell
ownership_type: public
hq_country: US
hq_city: Round Rock
website: https://www.dell.com
cik: 1571996
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Dell makes servers, storage, and networking for data centers through its Infrastructure Solutions Group, including PowerEdge servers and factory-integrated rack-scale systems built around Nvidia NVL72-class platforms, plus AI-optimized storage.

dc_exposure_note:
Q2 FY2026 results: ISG revenue of $16.8B, up 44% year over year, including $8.2B of AI server shipments in the quarter (Dell Technologies press release, 2025-08-28).

sources:
https://www.dell.com/en-us/dt/corporate/newsroom/announcements/detailpage.press-releases~usa~2025~08~dell-technologies-delivers-second-quarter-fiscal-2026-financial-results.htm


id: delta-electronics
name: Delta Electronics
ownership_type: public
hq_country: TW
hq_city: Taipei
website: https://www.deltaww.com
twse_code: 2308
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.deltaww.com|https://en.wikipedia.org/wiki/Delta_Electronics
description_md:
Delta Electronics makes power and thermal hardware for data centers, including rack-level power shelves and switching power supplies, UPS systems, in-rack busbar, and rack PDUs. It also supplies direct-to-chip cold plates, rack manifolds and coolant distribution units for liquid cooling, cooling fans, and building automation controls under its Delta Controls unit, and is developing 800 V DC and solid-state transformer hardware for AI data centers.


id: eaton
name: Eaton
ownership_type: public
hq_country: IE
hq_city: Dublin
website: https://www.eaton.com
cik: 1551182
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.eaton.com|https://en.wikipedia.org/wiki/Eaton_Corporation
description_md:
Eaton makes electrical power distribution equipment for data centers, including medium- and low-voltage switchgear, transformers, busway, floor PDUs, and UPS systems. It also supplies in-rack busbar and power whips for GPU racks, Bussmann-brand fuses and circuit protection, supercapacitor-based power smoothing for GPU load swings, and cable tray under the B-Line brand.


id: emerson
name: Emerson
ownership_type: public
hq_country: US
hq_city: St. Louis
website: https://www.emerson.com
cik: 32604
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Emerson supplies facility-side instrumentation and controls used in data centers: isolation valves for cooling-water loops, ultrasonic flow and thermal-energy meters, temperature and pressure sensors, and leak-detection software. Its NI (National Instruments) unit sells test and measurement instruments used in hardware validation.

sources:
https://www.emerson.com/en-us/automation/valves/isolation-valves/applications/data-center-valves|https://www.emerson.com/en/measurement-instrumentation/industries/data-centers


id: flex
name: Flex
ownership_type: public
hq_country: US
hq_city: Austin
website: https://flex.com
cik: 866374
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Flex is a contract manufacturer that builds rack-level compute and power infrastructure for AI data centers: custom power shelves and PSUs for GPU racks, 800 V DC power modules, and liquid-cooling hardware including JetCool cold plates and coolant distribution units. It also provides optics contract manufacturing and system integration for hyperscalers, reported inside its Cloud and Power Infrastructure segment.

dc_exposure_note:
FY2026 results: Cloud and Power Infrastructure segment revenue of $6.6 billion, up 38% year over year (Flex Q4/FY2026 results release, May 2026).

sources:
https://flex.com/resources/power-shelves|https://www.prnewswire.com/news-releases/flex-reports-fourth-quarter-and-fiscal-2026-results-302763098.html


id: foxconn
name: Foxconn (Hon Hai)
aliases: Ingrasys
ownership_type: public
hq_country: TW
hq_city: New Taipei City
website: https://www.honhai.com
twse_code: 2317
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.honhai.com|https://www.honhai.com/en-us/about/group-profile
description_md:
Foxconn, operating globally as Hon Hai Technology Group, is a contract manufacturer (ODM) that builds Nvidia and AMD rack-scale AI systems, including NVL72-class cabinets, GPU baseboards and compute trays, which it builds in-house through its Ingrasys subsidiary. It also makes board connectors and copper interconnect cables through its Foxconn Interconnect Technology (FIT) unit, server fans, chassis and rack enclosures, direct-to-chip cold plates, and coolant distribution units.


id: furukawa
name: Furukawa
ownership_type: public
hq_country: JP
hq_city: Tokyo
website: https://www.furukawaelectric.com/en/
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.furukawaelectric.com/en/solution/datacenter/
description_md:
Furukawa Electric makes optical fiber and fiber-optic cabling for data centers, including ultra-high-fiber-count cables, fusion splicers, and multi-fiber connectors for hyperscale interconnects, partly through its OFS unit. It also supplies copper foil for high-frequency server boards and copper alloy connector materials.


id: ge-vernova
name: GE Vernova
ownership_type: public
hq_country: US
hq_city: Cambridge
website: https://www.gevernova.com
cik: 1996810
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
GE Vernova makes large power transformers and HV switchgear and breakers, including SF6-free switchgear under its g3 line, for grid and substation equipment feeding data center campuses. It also makes gas turbines (LM2500, LM6000, 7HA) for onsite and behind-the-meter power generation, HVDC and STATCOM transmission equipment, and, through a joint venture with Hitachi, the BWRX-300 small modular reactor. It was spun off from General Electric in 2024.

sources:
https://www.gevernova.com|https://www.gevernova.com/news/press-releases/ge-vernova-selects-cambridge-ma-as-its-global-headquarters


id: hitachi-energy
name: Hitachi Energy
ownership_type: subsidiary
parent_company_id: hitachi
hq_country: CH
hq_city: Zurich
website: https://www.hitachienergy.com
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Hitachi Energy, a subsidiary of Hitachi, makes large power transformers and HV switchgear and GIS, including SF6-free switchgear under its EconiQ line, for the substations and grid equipment that feed data center campuses. It also supplies MV/LV transformers, HVDC and STATCOM transmission equipment, and, through a joint venture with GE Vernova, the BWRX-300 small modular reactor.

sources:
https://www.hitachienergy.com|https://www.hitachienergy.com/company/company-profile/country-and-regional-information/group-headquarters


id: honeywell
name: Honeywell
aliases: Xtralis VESDA|LenelS2
ownership_type: public
hq_country: US
hq_city: Charlotte
website: https://www.honeywell.com
cik: 773840
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Honeywell makes chip-level thermal interface materials, leak detection and flow sensors, and building management and controls used in data center facilities. It also supplies fire detection systems under its Xtralis VESDA brand, low-GWP refrigerants (Solstice), and physical security and access control through its LenelS2 and Onity brands.

sources:
https://www.honeywell.com|https://www.honeywell.com/us/en/news/2021/11/honeywells-new-headquarters-by-the-numbers


id: hpe
name: HPE
ownership_type: public
hq_country: US
hq_city: Spring
website: https://www.hpe.com
cik: 1645590
newsroom_feed_url: https://investors.hpe.com/rss/news
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
HPE makes servers and storage for data centers, including rack-scale AI systems on Nvidia platforms, and — since closing its acquisition of Juniper Networks in July 2025 — sells Juniper-branded data-center switching. It has announced scale-up networking for AMD's Helios rack architecture built with Broadcom.

dc_exposure_note:
Q3 FY2025 results: Server segment revenue of $4.94B, up 16% year over year, including $1.6B of AI systems revenue (HPE press release, 2025-09-03).

sources:
https://www.hpe.com/us/en/newsroom/press-release/2025/07/hewlett-packard-enterprise-closes-acquisition-of-juniper-networks-to-offer-industry-leading-comprehensive-cloud-native-ai-driven-portfolio.html|https://www.hpe.com/us/en/newsroom/press-release/2025/09/hewlett-packard-enterprise-reports-fiscal-2025-third-quarter-results.html


id: huawei
name: Huawei
ownership_type: private
hq_country: CN
hq_city: Shenzhen
website: https://www.huawei.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.huawei.com|https://www.huawei.com/en/media-center/company-facts
description_md:
Huawei makes networking switch ASICs and switch systems, coherent optics for data center interconnect, and UPS, CRAH, and rear-door heat exchanger equipment for data center cooling and power. It also supplies AI storage systems, prefabricated modular data centers, and solar inverters, and builds its own AI server and cloud infrastructure, primarily for the Chinese and allied markets.


id: infineon
name: Infineon
ownership_type: public
hq_country: DE
hq_city: Neubiberg
website: https://www.infineon.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.infineon.com/row/public/documents/corporate/press/2025/infxx202511-021e.pdf
description_md:
Infineon makes power semiconductors for the data-center power chain: CoolSiC silicon carbide MOSFETs, GaN transistors, smart power stages, and voltage regulators used in server power delivery, power shelves, PSUs, and emerging 800 V DC architectures. These sit mainly in its Power & Sensor Systems segment.

dc_exposure_note:
FY2025 Q4 release (12 Nov 2025): Infineon expects "revenue of around €1.5 billion" from AI data-center power in fiscal 2026, with Q4 Power & Sensor Systems revenue up 13% driven mainly by "products for servers and AI data centers" (infineon.com press PDF).


id: intel
name: Intel
ownership_type: public
hq_country: US
hq_city: Santa Clara
website: https://www.intel.com
cik: 50863
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.intel.com|https://en.wikipedia.org/wiki/Intel
description_md:
Intel makes the Xeon server CPUs used alongside GPUs in most AI servers, and is developing its own AI accelerators (Gaudi 3, Crescent Island). Its foundry business fabricates advanced-node chips and advanced packaging (EMIB, Foveros) as an alternative to TSMC, and it makes interposers, is developing glass-core substrates, and supplies silicon photonics components and network interface chips (IPU) for data center networking.


id: johnson-controls
name: Johnson Controls
aliases: Simplex
ownership_type: public
hq_country: IE
hq_city: Cork
website: https://www.johnsoncontrols.com
cik: 833444
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Johnson Controls makes chillers under its York brand, CRAH and CRAC units, and building management and controls (Metasys) used in data center facilities. It also supplies fire detection and suppression systems under its Simplex, Ansul, and Tyco brands, and physical security and access control through its Software House unit.

sources:
https://www.johnsoncontrols.com|https://www.sec.gov/Archives/edgar/data/833444/000083344423000048/jci-20230930.htm


id: legrand
name: Legrand
aliases: USystems
ownership_type: public
hq_country: FR
hq_city: Limoges
website: https://www.legrand.com
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Legrand's data-center brands supply rack enclosures, intelligent rack PDUs (Server Technology, Raritan), Starline busway trunking, cable pathways, and aisle containment for server rooms and data centers. The group presents these under a dedicated data-center market vertical spanning power distribution, rack infrastructure, and structured cabling.

sources:
https://www.legrand.us/critical-power-and-infrastructure/rack-power-distribution|https://www.legrand.us/brands|https://www.legrand.com/datacenter/gb-en


id: lumentum
name: Lumentum
aliases: Cloud Light
ownership_type: public
hq_country: US
hq_city: San Jose
website: https://www.lumentum.com
cik: 1633978
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Lumentum makes optical transceivers at 400G/800G/1.6T and the laser chips inside them — EML, CW/DFB and VCSEL — used in data-center and AI interconnects, including external laser sources for co-packaged optics. Its 2023 Cloud Light acquisition added in-house optical-module manufacturing for hyperscale customers.

sources:
https://www.lumentum.com/en/company|https://www.sec.gov/Archives/edgar/data/1633978/000162828025040830/lite-20250628.htm


id: marvell
name: Marvell
ownership_type: public
hq_country: US
hq_city: Santa Clara
website: https://www.marvell.com
cik: 1835632
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.marvell.com|https://en.wikipedia.org/wiki/Marvell_Technology
description_md:
Marvell designs custom AI accelerator silicon (ASICs) for hyperscalers, including chips used in AWS Trainium/Inferentia and Microsoft Maia, and sells NICs, DPUs (OCTEON), and CXL memory-expansion controllers and switches used in AI servers. It also makes the optical DSPs, silicon photonics and co-packaged optics components, and copper cable retimers used in data center networking, plus switch ASICs (Teralynx) for scale-out fabrics.


id: microchip
name: Microchip
ownership_type: public
hq_country: US
hq_city: Chandler
website: https://www.microchip.com
cik: 827054
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.microchip.com/en-us/about/news-releases/products/xpressconnect-pcie-6-cxl-3-1-retimers
description_md:
Microchip's data-center business makes connectivity and storage silicon: Switchtec PCIe switches, XpressConnect PCIe/CXL retimers, CXL memory controllers, and Flashtec NVMe and Adaptec storage controllers used in servers and disaggregated AI fabrics.


id: micron
name: Micron
ownership_type: public
hq_country: US
hq_city: Boise
website: https://www.micron.com
cik: 723125
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Micron makes DRAM — including HBM3E high-bandwidth memory for AI accelerators and LPDDR5X for Grace-class server CPUs — plus NAND flash, enterprise SSDs, and server memory modules. Data center demand, driven by HBM and high-capacity server DRAM, has become the largest driver of its revenue per its own earnings materials.

sources:
https://investors.micron.com/static-files/5ea95475-639b-4cfc-91fd-b9b4a2bb5e63|https://www.sec.gov/Archives/edgar/data/723125/000072312525000028/mu-20250828.htm


id: mitsubishi-electric
name: Mitsubishi Electric
ownership_type: public
hq_country: JP
hq_city: Tokyo
website: https://www.mitsubishielectric.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.mitsubishielectric.com|https://en.wikipedia.org/wiki/Mitsubishi_Electric
description_md:
Within Mitsubishi Electric's broad portfolio, the data-center-relevant lines are electrical and thermal equipment: large power transformers and HV/MV/LV switchgear, UPS systems and the IGBT/SiC power modules inside them, and chillers and CRAH units sold under its Climaveneta brand. It also makes VCSEL and EML laser components used in optical transceivers, and is listed as an emerging coolant distribution unit supplier.


id: molex
name: Molex
ownership_type: private
hq_country: US
hq_city: Lisle
website: https://www.molex.com
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Molex, a Koch Industries subsidiary, supplies data-center interconnect: optical transceivers and optical engines, DAC/ACC/AEC copper cables, board-level connectors and sockets, and OSFP/QSFP cages. In 2026 it acquired Teramount to add detachable fiber-to-chip coupling for co-packaged optics.

sources:
https://www.molex.com/en-us/industries-applications/data-center-connectivity|https://www.molex.com/en-us/news/molex-completes-acquisition-of-teramount-ltd


id: nexans
name: Nexans
ownership_type: public
hq_country: FR
hq_city: Paris
website: https://www.nexans.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.nexans.com/electrification-solutions/markets/distribution/data-centers/
description_md:
Nexans supplies power cables and fiber-optic cabling to data centers, including its OneReach integrated power-and-data cabling system and LAN/fiber products sold through its Berk-Tek brand, alongside medium- and low-voltage cable for site power distribution.


id: nvent
name: nVent
ownership_type: public
hq_country: GB
hq_city: London
website: https://www.nvent.com
cik: 1720635
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
nVent makes rack enclosures, rack PDUs, and rack manifolds (CDMs) for AI server racks, along with in-rack and in-row coolant distribution units and rear-door heat exchangers for liquid cooling. It also supplies leak detection and flow sensing equipment under its RLE brand, circuit protection under its Erico brand, and cable tray under its Caddy brand.

sources:
https://www.nvent.com|https://www.sec.gov/Archives/edgar/data/1720635/000172063525000018/nvt-20241231.htm


id: nvidia
name: Nvidia
ownership_type: public
hq_country: US
hq_city: Santa Clara
website: https://www.nvidia.com
cik: 1045810
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.nvidia.com|https://en.wikipedia.org/wiki/Nvidia
description_md:
Nvidia designs the GPUs and AI accelerators (Blackwell Ultra, Rubin) that data centers are built around, along with the server CPUs (Grace), NICs (ConnectX), and DPUs (BlueField) that pair with them. It also designs the NVLink/NVSwitch scale-up fabric and Spectrum/Quantum switch silicon used for GPU cluster networking, publishes the NVL72 rack-scale reference design that ODMs build to, and sells its own branded optical transceivers and the Omniverse software used for data center digital twins.


id: onsemi
name: onsemi
ownership_type: public
hq_country: US
hq_city: Scottsdale
website: https://www.onsemi.com/
cik: 1097864
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.onsemi.com/solutions/computing/data-center
description_md:
onsemi makes power semiconductors for data-center power delivery: EliteSiC silicon carbide MOSFETs and JFETs, GaN transistors, PowerTrench MOSFETs, point-of-load buck regulators and Vcore power ICs used in board-level power stages, power shelves and PSUs across the chain from grid input to the GPU.


id: panduit
name: Panduit
ownership_type: private
hq_country: US
hq_city: Tinley Park
website: https://www.panduit.com/
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.panduit.com/en/products/cabinets-thermal-management-racks-enclosures.html
description_md:
Panduit, a privately held US manufacturer, makes structured cabling and fiber connectivity for data centers — patch panels, fiber distribution frames, connectors — plus rack and cabinet enclosures, cable management, and thermal containment for hyperscale and enterprise deployments.


id: parker-hannifin
name: Parker Hannifin
ownership_type: public
hq_country: US
hq_city: Cleveland
website: https://www.parker.com
cik: 76334
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Parker Hannifin makes quick-disconnect couplings for liquid-cooled racks under its UQD and blind-mate UQDB lines, which follow the Open Compute Project's UQD specification, as well as hoses, fittings and filtration used in coolant loops. Data-center liquid cooling is a narrow slice of its broader motion-and-control portfolio.

sources:
https://investors.parker.com/company-information/contacts|https://www.pandct.com/news/parker-introduces-innovative-universal-quick-disconnect-couplings-for-liquid-cooling-applications


id: prysmian
name: Prysmian
aliases: Encore Wire
ownership_type: public
hq_country: IT
hq_city: Milan
website: https://www.prysmian.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.prysmian.com/en|https://www.encorewire.com/press-releases/2024-07-02-acquisition.html
description_md:
Prysmian's Digital Solutions division supplies optical fiber and optical cable to data centers, and the group makes low-voltage building wire through Encore Wire (acquired 2024) plus medium-voltage cable for data-center power distribution, with new US medium-voltage capacity under construction at the Encore campus in Texas.


id: quanta-computer
name: Quanta Computer
ownership_type: public
hq_country: TW
hq_city: Taoyuan City
website: https://www.qct.io
cik: 1050915
twse_code: 2382
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Quanta Computer, through its Quanta Cloud Technology (QCT) arm, is one of the main ODMs building rack-scale AI systems — QuantaGrid servers supporting Nvidia GB200/GB300 NVL72 platforms — along with GPU baseboards, liquid-cooled compute trays, storage servers and switches for hyperscalers. Not to be confused with Quanta Services, the unrelated US electrical contractor.

sources:
https://blog.qct.io/qct-accelerates-ai-infrastructures-with-production-of-nvidia-gb300-nvl72-platform/|https://www.quantatw.com/quanta/english/service/serviceinfo.aspx


id: renesas
name: Renesas
ownership_type: public
hq_country: JP
hq_city: Tokyo
website: https://www.renesas.com
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Renesas makes board-level silicon for server memory subsystems: DDR5 registered clock drivers, data buffers and MRCD/MDB chipsets for MRDIMMs, plus power management ICs, temperature sensors and timing products used on server DIMMs and motherboards.

sources:
https://www.renesas.com/en/about/profile|https://www.renesas.com/en/products/memory-logic/memory-interface-products/ddr5-solutions


id: rittal
name: Rittal
ownership_type: private
ownership_note: Friedhelm Loh Group (private)
hq_country: DE
hq_city: Herborn
website: https://www.rittal.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.rittal.com/us-en_US/Company/Rittal-Global-HQ/About-us
description_md:
Rittal makes enclosure and rack systems, power distribution, and climate-control equipment including CDUs for IT and data-center use, along with modular data-center designs. It is the largest company in the privately owned Friedhelm Loh Group.


id: samsung-electronics
name: Samsung Electronics
ownership_type: public
hq_country: KR
hq_city: Suwon
website: https://www.samsung.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.samsung.com|https://en.wikipedia.org/wiki/Samsung_Electronics
description_md:
Samsung Electronics manufactures the HBM, DDR5 DRAM, and NAND flash and enterprise SSDs used inside AI servers, along with memory modules and SSD controllers. Its foundry and packaging units also supply advanced-node chip fabrication, 2.5D/3D advanced packaging, and package substrates used in AI accelerators, and it is developing glass-core substrates through its Electro-Mechanics unit.


id: schneider-electric
name: Schneider Electric
aliases: APC|Uniflair|Modicon
ownership_type: public
hq_country: FR
hq_city: Rueil-Malmaison
website: https://www.se.com
cik: 749251
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.se.com|https://en.wikipedia.org/wiki/Schneider_Electric
description_md:
Schneider Electric makes electrical distribution and power management equipment for data centers, including low- and medium-voltage switchgear, transformers, busway (Canalis), and rack power distribution units and UPS systems sold under the APC brand. It also supplies EcoStruxure IT data center infrastructure management software and, following its 2025 acquisition of Motivair, coolant distribution units and rear-door heat exchangers for liquid cooling.


id: shin-etsu
name: Shin-Etsu
ownership_type: public
hq_country: JP
hq_city: Tokyo
website: https://www.shinetsu.co.jp/en
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Shin-Etsu Chemical grows and supplies the silicon wafers on which advanced chips are fabricated, and makes silicone-based thermal interface materials — greases, phase-change materials, pads and gap fillers — that carry heat from packages to heatsinks and cold plates. It also produces photoresists and other fab materials.

sources:
https://www.shinetsu.co.jp/en/company/profile/|https://www.shinetsu.co.jp/en/products/electronics-materials/silicon-wafers/


id: siemens
name: Siemens
ownership_type: public
hq_country: DE
hq_city: Munich
website: https://www.siemens.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.siemens.com|https://en.wikipedia.org/wiki/Siemens
description_md:
Siemens makes medium- and low-voltage switchgear, transformers, and busway used in data center power distribution, along with building management and controls (Desigo) and fire detection and suppression systems (Sinorix) for the facility side. Through its Russelectric unit it also supplies paralleling switchgear and generator controls, and its digital-twin software is used for data center capacity planning.


id: siemens-energy
name: Siemens Energy
ownership_type: public
hq_country: DE
hq_city: Munich
website: https://www.siemens-energy.com
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.siemens-energy.com|https://en.wikipedia.org/wiki/Siemens_Energy
description_md:
Siemens Energy makes large power transformers and HV switchgear and GIS, including SF6-free switchgear under its Blue line, for the substations that feed data center campuses. It also supplies gas turbines for onsite and behind-the-meter generation, HVDC and STATCOM equipment for grid interconnection, and large heat pumps used in data center heat-reuse and district-heating projects. It was spun off from Siemens in 2020 and includes the Siemens Gamesa wind business.


id: sk-hynix
name: SK Hynix
aliases: Solidigm
ownership_type: public
hq_country: KR
hq_city: Icheon
website: https://www.skhynix.com
newsroom_feed_url: https://news.skhynix.com/en/feed/
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.skhynix.com/company/UI-FR-CP02/|https://news.skhynix.com/en/q2-2026-business-results/
description_md:
SK hynix makes DRAM, NAND flash, and high-bandwidth memory for AI servers, supplying HBM3E and ramping HBM4 for AI accelerators alongside enterprise SSDs sold through its Solidigm subsidiary. It has disclosed multi-year supply agreements with major AI customers including Nvidia.

dc_exposure_note:
Q2 2026 preliminary results cite revenue growth driven by "high-value-added products, including HBM, DRAM for AI servers, and eSSD," with HBM4 mass shipments beginning in the quarter (news.skhynix.com, July 2026).


id: sumitomo-electric
name: Sumitomo Electric
ownership_type: public
hq_country: JP
hq_city: Osaka
website: https://sumitomoelectric.com
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Sumitomo Electric supplies optical components and fiber transceivers for data-center networks through its Device Innovations unit, and fiber, connectors and ultra-high-count ribbon cable for high-density structured cabling through Sumitomo Electric Lightwave. It also makes copper alloy products and metal cables used in data-center wiring.

sources:
https://sumitomoelectric.com/company/office_group_companies/head-office-osaka|https://sumitomoelectriclightwave.com/market-application/data-center-network-solutions/


id: supermicro
name: Supermicro
ownership_type: public
hq_country: US
hq_city: San Jose
website: https://www.supermicro.com
cik: 1375365
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.supermicro.com/en/newsroom|https://en.wikipedia.org/wiki/Supermicro
description_md:
Supermicro designs and manufactures GPU-accelerated servers, storage systems, and rack-scale infrastructure for data centers, including in-house coolant distribution units for direct liquid cooling. It assembles full racks and modular data-center building blocks around Nvidia and AMD accelerator platforms.


id: te-connectivity
name: TE Connectivity
ownership_type: public
hq_country: CH
hq_city: Galway
website: https://www.te.com
cik: 1385157
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
TE Connectivity makes DAC/ACC/AEC copper cables, board-level connectors and sockets, OSFP/QSFP cages, and NVLink backplane and spine cartridges for AI server interconnect, sold through its Digital Data Networks segment. The company redomiciled from Switzerland to Ireland in September 2024.

dc_exposure_note:
Q3 fiscal 2026 release: Digital Data Networks segment net sales up 34.2% year over year, driven by AI data-center demand (TE Connectivity press release, July 2026).

sources:
https://www.te.com/en/about-te/news-center/corporate-news/2024/2024-09-30-te-connectivity-completes-change-in-place-of-incorporation-to-ireland.html|https://investors.te.com/news-releases/press-release-details/2026/TE-Connectivity-delivers-results-above-guidance-with-14-sales-growth-and-19-EPS-growth-in-third-quarter-of-fiscal-2026/


id: trane
name: Trane
ownership_type: public
hq_country: IE
hq_city: Swords
website: https://www.trane.com
cik: 1466258
newsroom_feed_url: https://investors.tranetechnologies.com/rss/pressrelease.aspx
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Trane, the commercial HVAC brand of Trane Technologies, makes data-center thermal equipment: coolant distribution units for direct-to-chip liquid cooling, air-cooled and water-cooled chillers, computer-room air handlers and fan-coil walls, and Tracer chiller-plant controls tuned to data-center operating conditions.

sources:
https://www.trane.com/commercial/north-america/us/en/markets/data-centers/products.html|https://www.tranetechnologies.com/en/index/contact-us.html


id: tsmc
name: TSMC
ownership_type: public
hq_country: TW
hq_city: Hsinchu
website: https://www.tsmc.com
cik: 1046179
twse_code: 2330
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.tsmc.com/english/aboutTSMC/company_profile
description_md:
TSMC is the pure-play foundry that manufactures essentially every AI accelerator shipping today, and packages them under its 3DFabric platform — CoWoS-S, CoWoS-L and CoWoS-R 2.5D advanced packaging joining GPU dies and HBM stacks on interposers — plus SoIC 3D stacking and the COUPE silicon-photonics platform.


id: vertiv
name: Vertiv
ownership_type: public
hq_country: US
hq_city: Westerville
website: https://www.vertiv.com
cik: 1674101
enrichment_status: enriched
last_verified: 2026-08-27
sources: https://www.vertiv.com|https://en.wikipedia.org/wiki/Vertiv
description_md:
Vertiv makes power and thermal management equipment for data centers, including Liebert-brand UPS systems, rack power distribution units, CRAH units, and coolant distribution units and rack manifolds for direct-to-chip liquid cooling. It also supplies switchgear and busway through its E+I Engineering and Anord Mardix units, prefabricated modular power and cooling skids (SmartMod), and DCIM software (Environet, Trellis).


id: wolfspeed
name: Wolfspeed
ownership_type: public
ownership_note: post-Chapter 11 relisting Sept 2025; Renesas among creditors receiving equity
hq_country: US
hq_city: Durham
website: https://www.wolfspeed.com/
cik: 895419
enrichment_status: enriched
last_verified: 2026-08-27
description_md:
Wolfspeed makes silicon carbide power semiconductors — SiC MOSFETs, Schottky diodes and power modules — used in high-efficiency power conversion including 800 V DC data-center architectures. It completed a Chapter 11 restructuring that cut its debt by about 70% and relisted on the NYSE in September 2025.

sources:
https://www.wolfspeed.com/company/news-events/news/wolfspeed-successfully-completes-financial-restructuring-emerges-as-financially-stronger-company-well-positioned-in-silicon-carbide-market/


# teardown_lines

teardown_id: gb300-nvl72
line: Rack integration, ODM and OEM badge
part_ids: ["4.01","4.02"]
unresolved: ["Foxconn/Ingrasys","ZT/Sanmina"]
companies_json:
[{"id":"quanta-computer"},{"id":"wiwynn"},{"id":"inventec"},{"id":"pegatron"},{"id":"supermicro"},{"id":"dell"},{"id":"hpe"},{"id":"lenovo"},{"id":"cisco"},{"id":"gigabyte"},{"id":"asus"}]


teardown_id: gb300-nvl72
line: NVLink copper spine and backplane cartridges (~5,000 cables)
part_ids: ["3.10"]
unresolved: []
companies_json:
[{"id":"amphenol","reported":true},{"id":"te-connectivity","reported":true},{"id":"foxconn-interconnect","reported":true},{"id":"luxshare","reported":true},{"id":"bizlink","reported":true}]


teardown_id: gb300-nvl72
line: HBM3E (288 GB per GPU)
part_ids: ["2.01"]
unresolved: []
companies_json:
[{"id":"sk-hynix"},{"id":"micron"},{"id":"samsung-electronics","note":"qualification status varies"}]


teardown_id: gb300-nvl72
line: Compute-tray PCB
part_ids: ["4.05","4.06"]
unresolved: ["GCE","laminate Elite Material","TUC"]
companies_json:
[{"id":"wus"},{"id":"victory-giant"},{"id":"shennan"},{"id":"unimicron"},{"id":"tripod"},{"id":"panasonic"}]


teardown_id: gb300-nvl72
line: Sockets and board connectors
part_ids: ["4.07"]
unresolved: []
companies_json:
[{"id":"lotes"},{"id":"foxconn-interconnect"},{"id":"te-connectivity"},{"id":"amphenol"},{"id":"molex"},{"id":"samtec"}]


teardown_id: gb300-nvl72
line: MLCCs and inductors
part_ids: ["4.09"]
unresolved: []
companies_json:
[{"id":"murata"},{"id":"samsung-electro-mechanics"},{"id":"tdk"},{"id":"taiyo-yuden"},{"id":"yageo"},{"id":"chilisin"}]


teardown_id: gb300-nvl72
line: 800G / 1.6T OSFP transceivers (scale-out)
part_ids: ["3.04","3.05","3.06","3.07"]
unresolved: []
companies_json:
[{"id":"innolight"},{"id":"eoptolink"},{"id":"coherent"},{"id":"fabrinet","note":"Nvidia-branded"},{"id":"applied-optoelectronics"},{"id":"lumentum"},{"id":"coherent"},{"id":"marvell"},{"id":"broadcom"}]


teardown_id: gb300-nvl72
line: Cold plates (GPU, CPU, NVSwitch)
part_ids: ["5.01"]
unresolved: ["Foxconn and Wiwynn"]
companies_json:
[{"id":"coolit"},{"id":"boyd"},{"id":"cooler-master"},{"id":"avc"},{"id":"auras"},{"id":"delta-electronics"},{"id":"jentech"}]


teardown_id: gb300-nvl72
line: Rack manifolds
part_ids: ["5.02"]
unresolved: []
companies_json:
[{"id":"coolit"},{"id":"boyd"},{"id":"nvent"},{"id":"vertiv"},{"id":"kaori"},{"id":"avc"},{"id":"auras"}]


teardown_id: gb300-nvl72
line: CDU (in-rack or in-row)
part_ids: ["5.05"]
unresolved: []
companies_json:
[{"id":"vertiv"},{"id":"motivair","note":"Schneider"},{"id":"coolit"},{"id":"nvent"},{"id":"boyd"},{"id":"delta-electronics"},{"id":"nidec"},{"id":"supermicro","note":"own"},{"id":"foxconn"},{"id":"auras"}]


teardown_id: gb300-nvl72
line: CDU heat exchangers and pumps
part_ids: ["5.06"]
unresolved: []
companies_json:
[{"id":"alfa-laval"},{"id":"swep"},{"id":"kaori"},{"id":"grundfos"},{"id":"xylem"},{"id":"wilo"},{"id":"iwaki"}]


teardown_id: gb300-nvl72
line: ±48 V / 1,400 A busbar
part_ids: ["4.15"]
unresolved: []
companies_json:
[{"id":"eaton","reported":true},{"id":"delta-electronics","reported":true},{"id":"bizlink","reported":true},{"id":"lite-on","reported":true}]


teardown_id: gb300-nvl72
line: Rack PDU and power whips
part_ids: ["4.16","7.09"]
unresolved: []
companies_json:
[{"id":"vertiv"},{"id":"eaton"},{"id":"schneider-electric"},{"id":"legrand"},{"id":"southwire"},{"id":"prysmian"}]


# verify

subject: Carrier fire and security divestitures: access (LenelS2, Onity)
status: open
source: taxonomy:appendix-b
change:
Carrier fire and security divestitures: access (LenelS2, Onity) → Honeywell (2024); commercial fire (Kidde, Edwards, Marioff) → Lone Star (verify)


subject: Boyd
status: open
source: enrich-web
change:
Boyd Thermal (cold plates, CDUs) sold to Eaton — closed 2026-03-12; taxonomy edges may need reassignment to Eaton


