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5.06

Who makes cdu internals: plate heat exchangers, pumps, filters for AI data centers

The internal components of a CDU — plate heat exchangers, pumps, and filters — that do the actual heat exchange, circulation, and particulate control inside the unit.

These are the working parts inside the CDU housing described in 5.05: the plate heat exchanger transfers heat from the technology-side loop to the facility water loop without mixing the two fluids, pumps circulate coolant through the cold plates and back, and filters keep particulates out of the narrow channels in the cold plates and manifolds upstream. Pump and heat-exchanger sizing scales with the CDU's rated capacity, from in-rack units up to facility-class systems, and redundancy (multiple pumps, N+1 configurations) is a common design response to the fact that a pump failure can take an entire loop offline. Some of these component makers also supply plate heat exchangers and pumps into the facility water loop in Layer 6, so the same vendors can appear on both sides of the chiller-to-chip chain. Investors should watch pump reliability and redundancy design as CDU capacity rises, and whether component vendors are captured by CDU integrators or continue to sell into the broader market.

Appears at:Enterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:liquidhybrid — Component sizing and redundancy (single pump versus N+1) scale with the CDU's rated capacity, from in-rack units to facility-class systems.

Companies on this part (5)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Alfa LavalmanufacturerpublicALFA.ST577 SEK-0.1%inferred
Kaorimanufacturerpublic8996.TW1270 TWD-3.1%inferred
SWEP · unit of DovermanufacturersubsidiaryDOV*inferred
Danfossmanufacturerprivateinferred
Kelvionmanufacturerprivateinferred

Pumps 5.06a

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Iwakimanufacturerpublic6237.T4140 JPY-0.2%inferred
KSBmanufacturerpublicKSB.DE930 EUR-0.6%inferred
XylemmanufacturerpublicXYL113 USD-1.0%inferred
Grundfosmanufacturerprivateinferred
Wilomanufacturerprivateinferred

Filtration 5.06b

CompanyRoleOwnershipTickerPrice1dConfidenceNote
EatonmanufacturerpublicETN416 USD-2.3%inferred
Pall · unit of DanahermanufacturersubsidiaryDHR*inferred
Parker HannifinmanufacturerpublicPH1011 USD-2.8%inferred

Who competes here

The same table read the other way: every company above competes for cdu internals: plate heat exchangers, pumps, filters sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Nearby parts

Watch

How the Chilldyne CDU (Cooling Distribution Unit) works and prevents leaks form a cut line.
Chilldyne — pump and leak-prevention internals of a CDU
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Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is builtMarkdown · JSON