Layer L1
Power & Cooling — Leaderboard
Ranked companies in the Power & Cooling layer of the AI infrastructure stack. Share figures carry an explicit provenance label (official, filing-derived, third-party, or site-estimate). Methodology →
| # | Company | Product | Share | Source | Customers |
|---|---|---|---|---|---|
| 1 | Vertiv | Direct-to-chip Liquid Cooling Loop (cold plates + manifolds) | – | site-estimate | NVIDIA reference architecture, Multiple hyperscalers |
| 2 | nVent Electric | Direct-to-chip Liquid Cooling Loop (cold plates + manifolds) | – | site-estimate | Multiple hyperscalers (Schroff brand) |
| 3 | Eaton | Medium Voltage Switchgear (for utility interconnect) | – | site-estimate | Multiple hyperscalers |
| 4 | Asetek | Direct-to-chip Liquid Cooling Loop (cold plates + manifolds) | – | site-estimate | – |
| 5 | CoolIT Systems | Direct-to-chip Liquid Cooling Loop (cold plates + manifolds) | – | site-estimate | CoreWeave |
| 6 | Iceotope | Direct-to-chip Liquid Cooling Loop (cold plates + manifolds) | – | site-estimate | Multiple HPC + AI customers |
| 7 | Schneider Electric | Medium Voltage Switchgear (for utility interconnect) | – | site-estimate | Microsoft |
| 8 | Bloom Energy | Behind-the-meter Solid Oxide Fuel Cell (SOFC) Power | – | site-estimate | AWS |
| 9 | Modine Manufacturing | Two-phase / Immersion Cooling | – | site-estimate | – |
| 10 | GE Vernova | STATCOM / Static Excitation / Grid Stabilization Power Electronics | – | site-estimate | – |
| 11 | Generac | Battery Energy Storage System (BESS) + Microgrid Controls | – | site-estimate | – |
| 12 | Munters Group | Evaporative / Hybrid Air Cooling AHU | – | site-estimate | – |