5.04

Who makes hoses for AI data centers

The flexible hoses, rigid tubing, compression and push-fit fittings, and shutoff or balancing valves that carry coolant between manifolds, quick disconnects, and the CDU.

These are the plumbing runs that connect the parts around them: hoses and tubing carry coolant from the CDU to the rack manifold and between branch points, fittings join runs of different diameter or material, and valves isolate or balance flow to individual racks or rows. It is a lower-differentiation part of the loop than the cold plate or CDU, but it still has to hold pressure, resist the specific coolant chemistry in use, and avoid permeation or degradation over the life of the deployment — a hose or fitting failure downstream of a manifold can take out multiple trays at once. Demand for this part scales with the total length of liquid-cooling loops being installed, which follows the number of liquid-cooled racks rather than any single design win. Investors should watch material and chemical compatibility requirements as coolant chemistries diversify (glycol-water blends, dielectric fluids, two-phase refrigerants), since not every hose or valve material works across all of them.

Appears at:Enterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:liquidhybrid — Volume tracks total loop length installed, which scales with the count of liquid-cooled racks and rows rather than facility footprint alone.

Companies on this part (9)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
BelimomanufacturerpublicBEAN.SW762 CHF+3.2%inferred
ContinentalmanufacturerpublicCON.DE66.54 EUR-0.3%inferred
EatonmanufacturerpublicETN366 USD-1.7%inferred
EmersonmanufacturerpublicEMR162 USD+0.8%inferred
GatesmanufacturerpublicGTES25.08 USD-0.1%inferred
IMImanufacturerpublicIMI.L2796 GBp-0.9%inferred
Parker HannifinmanufacturerpublicPH881 USD-1.4%inferred
Danfossmanufacturerprivateinferred
Swagelokmanufacturerprivateinferred

Who competes here

The same table read the other way: every company above competes for hoses, tubing, fittings, valves sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.

Seen in real machines

hoses, tubing, fittings, valves is named in 1 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.

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Questions about hoses, tubing, fittings, valves

What are hoses, tubing, fittings, valves?
The flexible hoses, rigid tubing, compression and push-fit fittings, and shutoff or balancing valves that carry coolant between manifolds, quick disconnects, and the CDU.
Which companies make hoses for AI data centers?
This catalog lists 9 companies on Hoses, tubing, fittings, valves, 7 of them with listed equity: Belimo, Continental, Eaton, Emerson, Gates, IMI, Parker Hannifin, Danfoss, Swagelok.
How reliable are these hoses, tubing, fittings, valves supplier placements?
The 9 placements on this part break down as 9 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