Who makes crah / crac / fan walls / in-row units for AI data centers
CRAH, CRAC, fan-wall, and in-row units circulate conditioned air across IT equipment in air-cooled halls, using either facility chilled water (CRAH) or an internal refrigerant circuit (CRAC).
CRAH units draw chilled water from the facility loop (6.05) and blow conditioned air across server intake; CRAC units carry their own compressor instead of relying on facility chilled water. Fan walls and in-row units are denser evolutions of the same function, pushing more air per rack as air-cooled density rose before designs crossed over to liquid cooling. As AI racks move chip heat into liquid loops (Layer 5), CRAH capacity does not disappear — it typically shrinks to cover the residual air-cooled heat load per rack (networking, storage, lower-density equipment) plus emergency and backup air cooling, even in halls that are mostly liquid-cooled. Where a facility stays fully air-cooled, CRAH and fan-wall counts still scale directly with heat load. Investors should watch the shift in mix between CRAH-served air cooling and liquid-side CDUs as the main determinant of demand here, and how much redundant CRAH capacity operators retain per rack even in liquid-first designs.
AI delta: Liquid cooling absorbs most of the chip heat load in AI racks, so CRAH and fan-wall demand per rack falls even as total site CRAH capacity keeps growing to serve the residual air-cooled load and act as backup.
Companies on this part (16)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Airedale · unit of Modine | manufacturer | subsidiary | MOD* | inferred | |||
| Daikin | manufacturer | public | 6367.T | 20900 JPY | +0.0% | inferred | |
| Envicool | manufacturer | public | 002837.SZ | 66.41 CNY | +0.7% | inferred | |
| Johnson Controls | manufacturer | public | JCI | 142 USD | -1.3% | inferred | |
| Kingspan | manufacturer | public | KRX.IR | 104 EUR | +1.2% | inferred | |
| Mitsubishi Electric | manufacturer | public | 6503.T | 5641 JPY | +1.0% | inferred | |
| Munters | manufacturer | public | MTRS.ST | 169 SEK | -2.7% | inferred | |
| Schneider Electric | manufacturer | public | SU.PA | 298 EUR | -0.6% | inferred | Uniflair |
| Swegon · unit of Latour | manufacturer | subsidiary | LATO-B.ST* | inferred | |||
| Systemair | manufacturer | public | SYSR.ST | 88.00 SEK | +2.7% | inferred | |
| Trane | manufacturer | public | TT | 454 USD | -2.0% | inferred | |
| Vertiv | manufacturer | public | VRT | 269 USD | -1.5% | inferred | Liebert |
| Huawei | manufacturer | private | inferred | ||||
| Nortek Data Center Cooling | manufacturer | private | inferred | Madison Industries | |||
| Rittal | manufacturer | private | inferred | ||||
| Stulz | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for crah / crac / fan walls / in-row units sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Previous in layer: Dry coolers, adiabatic/evaporative units, cooling towers, fans & motors
- Next in layer: Air handling, economizers, filtration
- Layer: Layer 6 — Facility cooling & HVAC
Latest feed
- Nvidia's upbeat outlook points to tighter AI supply chains ahead — DigiTimes, 2026-08-28Nvidia's forecast indicates that demand for AI infrastructure remains robust and will drive continued price pressure across components including memory, power systems, cooling units, and networking hardware.
- Trane Technologies Recognized for Sustainability Leadership by Dow Jones and Financial Times — newsroom:trane, 2026-06-01Trane Technologies received recognition from Dow Jones and the Financial Times for its commitment to sustainability.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON