4.13

Who makes fans for AI data centers

Fans (air-cooled servers, hybrid trays)

The axial and centrifugal fans mounted in server chassis and rack trays that move air across heatsinks and boards, still needed even in racks that use liquid cooling for the highest-power chips.

Tray and chassis fans sit alongside the heatsinks and vapor chambers (4.17) as the air-cooling half of a rack's thermal design, and they remain necessary even in a liquid-cooled rack-scale system, since cold plates (layer 5) typically cool only the GPUs and a few other hot components while the rest of the tray — memory, VRMs, networking silicon — still relies on airflow. That makes fans a hybrid-cooling-era component: as more of a rack's heat load moves to liquid, fan count per tray can fall, but it doesn't go to zero, and the fans that remain often have to move air through a more crowded, liquid-plumbed chassis than before. For investors, this is a mature, competitive component category without a strong bottleneck, so the more relevant question is the net demand trajectory as liquid cooling adoption rises — fewer fans per liquid-cooled tray, but more total trays being built.

AI delta: Even in a liquid-cooled rack, cold plates typically cool only the GPUs, so fans remain necessary for memory, VRMs and networking silicon on the same tray, making air-cooling components a hybrid-era holdover rather than something liquid cooling eliminates outright.

Appears at:Enterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:airhybrid — fan count per tray declines as liquid cooling covers more of the heat load, but does not disappear even in the highest-density liquid-cooled racks.

Companies on this part (8)

CompanyRoleOwnershipTickerPrice1dConfidenceNote
AVCmanufacturerpublic3017.TW3145 TWD-2.8%inferred
Delta Electronicsmanufacturerpublic2308.TW1560 TWD-3.4%inferred
Foxconn (Hon Hai)manufacturerpublic2317.TW245 TWD-1.6%inferred
Nidecmanufacturerpublic6594.T1705 JPY-0.5%inferred
Sanyo Denkimanufacturerpublic6516.T4865 JPY-2.5%disclosed · source
Sunonmanufacturerpublic2421.TW155 TWD-2.5%inferred
Cooler Mastermanufacturerprivateinferred
ebm-papstmanufacturerprivateinferred

Who competes here

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

Seen in real machines

fans 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 fans

What are fans?
The axial and centrifugal fans mounted in server chassis and rack trays that move air across heatsinks and boards, still needed even in racks that use liquid cooling for the highest-power chips.
Which companies make fans for AI data centers?
This catalog lists 8 companies on Fans, 6 of them with listed equity: AVC, Delta Electronics, Foxconn (Hon Hai), Nidec, Sanyo Denki, Sunon, Cooler Master, ebm-papst.
How does AI change demand for fans?
Even in a liquid-cooled rack, cold plates typically cool only the GPUs, so fans remain necessary for memory, VRMs and networking silicon on the same tray, making air-cooling components a hybrid-era holdover rather than something liquid cooling eliminates outright.
How reliable are these fans supplier placements?
The 8 placements on this part break down as 1 disclosed, 7 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