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THE COMPANY DIRECTORY

AI server rack stocks, part by part

stock3d maps 124 public companies to the parts of an illustrative liquid-cooled AI server rack, from the GPU, memory and packaging makers to the suppliers of networking, optics, power, cooling and the racks themselves. Each listing shows the evidence, how we know it and what it does not establish. It is a curated research universe, not a ranking or a list of recommendations.

Published by FyncaResearch checked How we research

75 trade in the US (56 NYSE/Nasdaq, 19 OTC ADRs) · Interactive 3D model →

111 AI-rack evidence4 Data-center products2 Adjacent technology7 Upstream enabler

Ordered by evidence category, then company name. This is a curated component universe, not a ranking by market share, financial quality, or expected returns. Selection methodology

Rack builders & platforms

Rack builders are listed for their own AI servers and racks, not as suppliers of the parts inside. This group has no 3D part to inspect.

NOT PUBLICLY LISTED

Private companies that matter

Named for their roles. They have no ticker, quote or company page, and they are not counted among the 124 public companies.

  • Siliconware Precision Industries (SPIL) Subsidiary of ASE Technology Holding (3711.TW)

    Named by NVIDIA, with Amkor, as a packaging and testing partner in Arizona (Apr 2025). SPIL is a wholly owned subsidiary of ASE Technology Holding, whose row (3711.TW) covers it.

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  • Solidigm Subsidiary of SK hynix

    SK hynix’s US-based NAND flash and SSD subsidiary (the former Intel NAND business). It shows a fully liquid-cooled SSD solution for AI deployments in which a single spring-loaded cold plate cools both sides of the drive (Apr 1, 2025). Its economics sit inside SK hynix (000660.KS), which reports expanding eSSD sales for AI servers.

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  • Isola Group Not publicly listed

    US maker of copper-clad laminates and prepregs for multilayer PCBs, including Tachyon 100G and I-Tera MT40 high-speed materials. Its site does not document an AI-server program.

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  • Molex Subsidiary of Koch Industries (private)

    Connector and cable maker owned by the private Koch Industries. NVIDIA lists Molex among Blackwell infrastructure partners without stating its parts, and Marvell names it as a 1.6T AEC cable partner. Koch is not a route to its economics.

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  • Samtec Not publicly listed

    Privately owned US maker of high-speed connectors and cable assemblies. Its role in any AI rack is not verified in our sources, so it appears at sector level only.

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  • SENKO Advanced Components Not publicly listed

    Optical-connector maker named in NVIDIA’s silicon photonics (CPO) ecosystem (Mar 18, 2025); privately held, with no listed parent.

    Source

  • AFL (America Fujikura Ltd.) Subsidiary of 5803.T

    US maker of ultra-high-fiber-count cable and MPO/MMC connectivity for hyperscale and AI data centers; it says an NVL72 rack can be fed with up to 1,152 fibers. Its economics sit inside Fujikura.

    Source

  • Lightera Subsidiary of 5801.T

    Furukawa Electric’s fiber-cable business, formed from its Japanese fiber-cable division, OFS and Furukawa Electric LATAM on April 1, 2025; mass-produces a 13,824-count cable for hyperscale data centers. Its economics sit inside Furukawa Electric.

    Source

  • Motivair Subsidiary of Schneider Electric

    Buffalo-based maker of CDUs, ChilledDoor rear-door heat exchangers and cold plates, now sold as Motivair by Schneider Electric; its exposure is through Schneider Electric’s row, not a separate stock.

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  • Boyd Thermal Subsidiary of Eaton

    Cold plates, manifolds and CDUs for AI data centers; acquired by Eaton on Mar 12, 2026 for $9.55 billion net of cash. Boyd’s remaining Engineered Materials business is a separate private company.

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  • Empower Semiconductor Not publicly listed

    Integrated voltage regulators and silicon capacitors for AI processors. Analog Devices agreed to acquire it for $1.5 billion in cash (May 19, 2026); completion was not verified as of Sept 24, 2026.

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  • Claros Not publicly listed

    Vertical power delivery and integrated voltage regulator technology; Navitas agreed to acquire it for about $232.8 million (Aug 24, 2026), pending.

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  • EPC Power Corp Not publicly listed

    Facility-scale power conversion (MW-scale rectifiers, energy storage, solid-state transformers) that Flex agreed to acquire for $4.4 billion (Sept 3, 2026; closing expected Q4 2026). It is unrelated to Efficient Power Conversion.

    Source

  • Efficient Power Conversion (EPC) Not publicly listed

    GaN power-transistor maker that NVIDIA lists among its 800 VDC silicon providers (Oct 2025).

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  • Richtek Subsidiary of MediaTek

    Power-management IC maker that NVIDIA lists among its 800 VDC silicon providers (Oct 2025). It is a MediaTek subsidiary, and MediaTek is not a stand-in for its economics.

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  • Heron Power Not publicly listed

    Solid-state power-conversion start-up that NVIDIA lists among its 800 VDC data-center power-system providers (Oct 2025); its role is facility-level.

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  • CoolIT Systems Subsidiary of Ecolab (ECL)

    Canadian maker of CDUs, cold plates, coldplate loops and rack manifolds, named by NVIDIA among Blackwell partners. Ecolab closed its ~$4.75 billion acquisition on July 2, 2026, so Ecolab (ECL) is the listed owner, proposed as a row.

    Source

  • JetCool Technologies Subsidiary of Flex (FLEX)

    “A Flex company”: SmartPlate cold plates (NVIDIA H100, RTX PRO 6000, Broadcom TH6), SmartSense in-rack CDUs, manifolds and quick disconnects.

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  • Cooler Master Not publicly listed

    Taiwanese thermal maker named by NVIDIA among 40+ Blackwell infrastructure partners; its specific rack parts are not verified in our sources.

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  • Stäubli Not publicly listed

    Swiss connector maker selling UQD and UQDB universal quick disconnects for data centers; named by NVIDIA among Blackwell partners. Family-owned and unlisted.

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  • Danfoss Not publicly listed

    Danish industrial group named by NVIDIA among Blackwell partners; its liquid-cooling couplings are not verified at product level in our sources.

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  • Rittal Not publicly listed

    German enclosure and cooling maker (Friedhelm Loh Group) named by NVIDIA among Blackwell partners; its rack-level role is not verified in our sources.

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  • LiquidStack Not publicly listed

    CDU maker (CDU-1MW; GigaModular CDU up to 14 MW) that says it is designed for AI factories including NVIDIA Vera Rubin and is “backed by” Trane Technologies’ manufacturing and service; whether Trane owns it was not verified, so Trane is not a stand-in.

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  • ZutaCore Not publicly listed

    Waterless two-phase direct-to-chip cooling (HyperCool) for AI and HPC, integrated with Chatsworth Products’ ZetaFrame cabinets.

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  • Chatsworth Products (CPI) Not publicly listed

    A 100% employee-owned (ESOP) maker of AI-ready cabinets, PDUs and containment; its ZetaFrame cabinet integrates ZutaCore cooling.

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  • Cheval Electronic Enclosure Not publicly listed

    Bangkok-based enclosure maker (Cheval Group) selling an Open Rack V3 NVIDIA MGX rack for GB200 NVL72 (600 × 1,068 × 2,236 mm, 1,600 kg load rating), also listed on the OCP marketplace. We found no exchange listing; its ownership is not documented in our sources.

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  • Ingrasys Subsidiary of Hon Hai Precision Industry (2317.TW)

    Taiwan-founded Foxconn group company offering GB200 NVL72 and GB300 NVL72 systems, NVIDIA MGX systems and rack-level liquid cooling; NVIDIA named it among Blackwell system makers (June 2, 2024). The holding entity inside the Hon Hai group is not disclosed in our sources; Hon Hai’s and FII’s rows reflect their own disclosures, not Ingrasys’s economics.

    Source

  • ZT Systems Subsidiary of Sanmina (SANM)

    US hyperscale AI-rack manufacturer. AMD bought it in March 2025, kept the design operations (ZT Design Business) and sold the manufacturing business to Sanmina, closing Oct 27, 2025; ZT now operates inside Sanmina’s IMS segment, and its results are consolidated there.

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124 of 124 companies

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