Who makes rack manifolds for AI data centers
Rack manifolds (CDMs)
The manifold (sometimes called a CDM) that distributes coolant from the CDU supply line to each cold plate in a rack and collects the return flow, usually mounted vertically at the rear or side of the rack.
The manifold sits between the CDU's supply and return lines and the individual trays: it splits one large coolant flow into the branch lines that feed each cold plate's quick disconnects, then recombines the return flow for the trip back to the CDU. Because it touches every tray in the rack, the manifold's port count, spacing, and pressure rating are set by the rack's specific tray layout and GPU count, which ties the part to a reference design in the same way cold plates are. As racks pack more accelerators per U and run hotter, manifolds need more ports, higher flow rates, and tighter tolerances on the quick disconnect interfaces at each branch — a manifold designed for a lower-density generation does not simply carry over. Investors should watch how much of this part rack integrators build in-house for their own designs versus source from independent thermal vendors, and whether manifold makers also supply the CDU and cold plate to capture more of the loop.
Companies on this part (11)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Auras | manufacturer | public | 3324.TWO | 1125 TWD | +6.1% | inferred | |
| AVC | manufacturer | public | 3017.TW | 3405 TWD | +2.3% | inferred | |
| Delta Electronics | manufacturer | public | 2308.TW | 1800 TWD | +2.0% | inferred | |
| Foxconn (Hon Hai) | manufacturer | public | 2317.TW | 253 TWD | +0.2% | inferred | |
| Kaori | manufacturer | public | 8996.TW | 1270 TWD | -3.1% | inferred | |
| nVent | manufacturer | public | NVT | 156 USD | -1.5% | inferred | |
| Parker Hannifin | manufacturer | public | PH | 1011 USD | -2.8% | inferred | |
| Vertiv | manufacturer | public | VRT | 269 USD | -1.5% | inferred | |
| Boyd | manufacturer | private | inferred | ||||
| CoolIT | manufacturer | private | inferred | ||||
| Stäubli | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for rack manifolds sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Previous in layer: Direct-to-chip cold plates
- Next in layer: Quick disconnects
- Layer: Layer 5 — Liquid cooling (IT-side: chip to CDU)
Latest feed
- Privacy-focused email service Proton goes down after cooling failure in Frankfurt data center — Data Center Dynamics, 2026-08-27The Proton data center in Frankfurt experienced a cooling failure and subsequently went offline.
- Trane Technologies and Eaton Collaborate on Industry-First Reference Design to Help Boost AI Data Center Efficiency and Cut Installation Costs — newsroom:trane, 2026-08-17Trane Technologies and Eaton collaborated to create a reference design aimed at improving AI data center efficiency and reducing installation expenses.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON