130 parts · 1,202 companies
Prices as of2026-10-25
Search
5.01

Who makes direct-to-chip cold plates for AI data centers

A metal plate with internal microchannels, bonded or clamped directly onto a GPU, CPU, or switch package, that carries coolant across the die to remove heat by conduction rather than airflow.

The cold plate is the first thermal interface in the loop: coolant enters through a quick disconnect, flows across channels machined or etched into the plate above the silicon, and exits carrying the heat toward the rack manifold. Every accelerator, CPU, and switch die on a liquid-cooled tray gets its own plate, so the part is qualified against a specific chip package and reference design rather than sold as a generic component. That qualification tie is the main structural feature investors should track: a plate design that wins a reference socket tends to stay for the life of that platform, and switching vendors mid-cycle means re-validating thermal performance against the die. AI GPUs run hotter and denser than prior server chips, which is why liquid cold plates displaced air heatsinks as the default rather than an option, and why two-phase and microfluidic variants are being developed for the next step up in power density. Some rack integrators build cold plates in-house for their own designs, which narrows the market available to independent cold-plate makers even as unit volume grows. Watch for supplier concentration at the top GPU platforms and how much of the volume in-house integrators keep for themselves versus outsource.

AI delta: Rising per-die power density pushed liquid cold plates from a niche option to the default thermal interface on AI accelerator packages, direct-to-chip cooling being the entry point for the two-phase and microfluidic variants under development for the next density step.

Appears at:Enterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:liquidhybrid — Present at any scale that runs liquid-cooled compute; count per rack tracks GPU, CPU, and switch die count rather than facility size.

Companies on this part (15)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Aurasmanufacturerpublic3324.TWO1360 TWD+0.4%inferred
AVCmanufacturerpublic3017.TW3145 TWD-2.8%inferred
Delta Electronicsmanufacturerpublic2308.TW1560 TWD-3.4%inferred
FlexmanufacturerpublicFLEX76.55 USD-0.2%inferred
Fositekmanufacturerpublic6805.TW2335 TWD-2.5%reported
Foxconn (Hon Hai)in housepublic2317.TW245 TWD-1.6%inferredin-house for their own racks
Jentechmanufacturerpublic3653.TW6070 TWD-7.3%inferred
Kaorimanufacturerpublic8996.TW1560 TWD-7.4%inferred
Lotesmanufacturerpublic3533.TW1795 TWD-1.9%reported
Nidecmanufacturerpublic6594.T1705 JPY-0.5%inferred
VertivmanufacturerpublicVRT194 USD-0.2%inferred
Wiwynn · unit of Wistronin housepublic6669.TW1840 TWD-2.6%inferred
Boydmanufacturerprivatedisclosed · source
Cooler Mastermanufacturerprivateinferred
CoolITmanufacturerprivatedisclosed · source

Two-phase and microfluidic 5.01a

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Accelsiusmanufacturerprivateinferred
Chilldynemanufacturerprivateinferred
Corintismanufacturerprivateinferred
Iceotopemanufacturerprivateinferred
Mikrosmanufacturerprivateinferred
Zutacoremanufacturerprivateinferred

Who competes here

The same table read the other way: every company above competes for direct-to-chip cold plates sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Seen in real machines

direct-to-chip cold plates is named in 13 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine. The companies shown are the ones named on that line, not necessarily the maker of this part.

Nearby parts

From the blog

Watch

How Liquid Cold Plates Are Made: The Complete Process
XD THERMAL (Battery Cooling) — manufacturing process for AI server direct-to-chip cold plates
Click to load from YouTube · open on YouTube ↗
Liquid Cooling for NVIDIA Blackwell GB200: Advanced Cold Plates for High-Performance AI GPUs
JetCool, A Flex Company — cold plate design specifics for Nvidia GB200 GPUs
Click to load from YouTube · open on YouTube ↗

Independent videos — no affiliation; nothing loads from YouTube until you click.

Latest feed

Questions about direct-to-chip cold plates

What are direct-to-chip cold plates?
A metal plate with internal microchannels, bonded or clamped directly onto a GPU, CPU, or switch package, that carries coolant across the die to remove heat by conduction rather than airflow.
Which companies make direct-to-chip cold plates for AI data centers?
This catalog lists 15 companies on Direct-to-chip cold plates, 12 of them with listed equity: Auras, AVC, Delta Electronics, Flex, Fositek, Foxconn (Hon Hai), Jentech, Kaori, Lotes, Nidec, and 5 more.
How does AI change demand for direct-to-chip cold plates?
Rising per-die power density pushed liquid cold plates from a niche option to the default thermal interface on AI accelerator packages, direct-to-chip cooling being the entry point for the two-phase and microfluidic variants under development for the next density step.
How reliable are these direct-to-chip cold plates supplier placements?
The 15 placements on this part break down as 2 disclosed, 2 reported, 11 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.

Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON