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COMPANY RESEARCH / MOD

Modine Manufacturing

Airedale data-center CDUs and chillers

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Where it fits in an AI server rack

Airedale by Modine sells data-center chillers, air handlers and a 400 kW–2 MW+ liquid-to-liquid CDU for liquid-cooled and hybrid data centers. Data Centers segment sales were $348.6 million in Q1 FY2027 (+90%), led by North American hyperscale customers, and a long-term agreement guarantees capacity for more than $4 billion of Airedale cooling products in 2027–2029 ($165 million upfront; May 26, 2026).

What the evidence establishes

Data-center products

Disclosed: Airedale by Modine’s product page lists the 400 kW–2 MW+ CDU, and Modine’s releases report data-center sales and a $4 billion+ capacity agreement.

A documented data-center or server product. Adoption in AI racks is not established by the cited source.

Component roleAiredale data-center CDUs and chillers
EvidenceDisclosed: Airedale by Modine’s product page lists the 400 kW–2 MW+ CDU, and Modine’s releases report data-center sales and a $4 billion+ capacity agreement.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceModine Manufacturing — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Modine’s sources do not tie its products to NVL72-class racks, and its CDUs are row- or facility-scale rather than in-rack. After the Gentherm transaction (expected to close around Oct 1, 2026) the company is to become Modexus Solutions, keeping the NYSE ticker MOD.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Coolant distribution unit

Pumps, a heat exchanger, filters and controls that circulate the rack’s clean coolant and pass its heat to the building’s water loop.

Scope of the company links: In-rack CDUs like the illustrated one sit at the bottom of the rack: Kaori (4U in-rack CDU), Auras, SUNON (in-rack RPU/CDU, mass-production ready in 1H 2026), JetCool (Flex; SmartSense rack-mounted CDU), Envicool (rack CDU validated by Intel) and Forcecon (80 kW, catalog). Row- and facility-scale CDUs serve many racks: nVent (in its GB200 NVL72 reference architecture with NVIDIA), Delta (40–144 kW liquid-to-air; 1.5 MW liquid-to-liquid), Motivair by Schneider Electric (MCDU-70 in the Schneider–AMD Helios reference design; WCDU up to 3.5 MW), CoolIT (Ecolab), Vertiv (Liebert XDU), AVC, Nidec, Modine’s Airedale (400 kW–2 MW+) and Lite-On (a 600 kW in-row CDU announced in 2024). Sanyo Denki supplies a liquid-cooling pump, a CDU component rather than a CDU. LiquidStack is private. Eaton’s Boyd Thermal markets CDUs for GB200 NVL72 deployments, Supermicro’s GB300 NVL72 rack carries its own in-rack CDU of up to 250 kW, and Luxshare lists CDUs.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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