7 segments · 89 companies · as of Sep 18, 2026
Server & Rack Components
The mechanical, management and thermal hardware inside an AI rack
Where it sits
Fed by: Compute Silicon · Memory & Storage · Networking & InterconnectFeeds: Cloud & AI Capital
A deployable AI rack needs more than processors. Chassis and rails carry heavy compute trays, management chips keep systems serviceable, sockets deliver electrical contact, and fans, cold plates and fluid connections remove heat. These component suppliers often sell across competing server brands.
Why now
Liquid-cooled GB300 and Vera Rubin systems raise the value of cold plates, manifolds and leak-free connections. Heavier trays require stronger mechanics, while AST2700 and newer firmware platforms add management capacity. Supplier ownership changed through several completed 2026 acquisitions.
Chassis, trays & rails
Mechanical suppliers build the server structures and sliding hardware that hold dense accelerator assemblies. Load ratings, precise fit, service access and qualification with system makers determine design wins.
Heavy-duty GPU tray rails and cable arms; July reporting estimates 70-80% of the AI-server rail market
leaderMGX chassis and 1U compute trays for Vera Rubin NVL72, extending from server mechanics to rack structures
majorRackmount GPU chassis and barebones enclosures, including 5U eight-GPU server configurations
majorPrecision server chassis and structural parts combine with in-house cold plates and rack manifolds
major7007 heavy-duty slides provide tool-less access and load support for rackmounted server equipment
majorPEM captive panel fasteners and self-clinching hardware secure removable server chassis panels
majorServer ejectors, captive access latches and floating quick-disconnect mounts support tray serviceability
majorRepon heavy-duty server slides support serviceable GPU trays; platform-specific supply wins remain reported
challengerHigh-strength segmented server slides support heavier GPU trays; ASIC customer rail qualification is reported
challengerRG658 PRO 6.5U GPU platform and server chassis combine dense mechanical packaging with thermal integration
nicheStamped metal server chassis and structural parts serve compute and network equipment OEMs
nicheRM61-MCS 6U chassis houses GPU servers with mounting provisions for liquid-cooling components
nicheCustom 19-inch server enclosures include formed panels, installed fasteners and drawer-slide hardware
nicheReported small-volume AI server mechanical shipments since Q4 2025; expanding structural-part qualification
emergingReported Meta GB300 Sidecar mechanical-parts orders via Quanta; GB300 2U and 4U validation passed
challenger
Sources: taipeitimes.com, accuride.com, pemnet.com, money.udn.com, ieknet.iek.org.tw, uc913.com
Racks & enclosures
Cabinets and open racks support heavy GPU systems, power shelves and coolant manifolds. Buyers need compatible dimensions, transport strength and mounting arrangements for liquid-cooled AI equipment.
VR and custom Great Lakes server enclosures support heavier AI racks and integrated thermal and power equipment
leaderNetShelter SX Advanced and Open Architecture racks support MGX, ORv3 and GB200 NVL72 installations
majorPurpose-built MGX, ORv3 and conventional server racks integrate mounting points for liquid-cooling manifolds
majorIT enclosures and open-rack platforms provide structural mounting for high-density AI compute equipment
majorTripp Lite SR-series enclosures extend to 55U; rack power hardware supports integrated AI deployments
majorT6 and T-Series cabinets provide up to 5,000 lb static load capacity for high-density rack deployments
majorMGX mechanical designs extend server chassis engineering into complete AI rack structures
majorRack structures integrate server power shelves, battery backup and liquid-cooling components
majorRack and enclosure engineering integrates its GPU and storage chassis into customer systems
nicheHigh-density IT cabinets and integrated rack infrastructure support AI deployment validation
nicheFlexFusion cabinets provide a 3,500 lb load-rated platform for server, network and mixed rack configurations
nicheAcquired DDC Solutions supplies high-density cooling cabinets integrated with Chilldyne liquid cooling
nichePremise Wiring network/server cabinets provide 19-inch equipment mounting and enclosure accessories
nicheXRack S single-cabinet systems house edge AI compute with integrated cooling and rack infrastructure
nicheVia Readore, acquired January 2026: server racks integrate with its thermal and busbar manufacturing
emergingServer enclosure manufacturing expands into AI rack and system assembly showcased at Computex 2026
emergingReported Meta Minerva and ByteDance rack orders extend its water-to-air Sidecar cooling-cabinet business
challenger
Sources: se.com, daikin.com, envicool.com, vertiv.com, money.udn.com, ieknet.iek.org.tw
Management silicon & firmware
Management processors, secure control chips and firmware initialize, monitor and protect servers. Platform compatibility and secure remote operation make these small components critical to fleet reliability.
AST2700/AST2600 BMCs manage server boards; Pocket Securities estimates 70-80% of the global server BMC market
leaderNPCM8mnx BMCs integrate TIP security; A3 firmware adds post-quantum secure-boot support
majorMachXO secure-control FPGAs plus acquired AMI MegaRAC firmware manage and protect AI server platforms
majorSupervyse OpenBMC and InsydeH2O firmware support x86 servers and Nvidia Grace/GH200 platforms
majorOPTIGA TPM SLB 9672 chips provide discrete server identity, measured boot and protected key storage
majoriLO 7 controllers in ProLiant Gen12 servers provide remote management, silicon-rooted boot validation and recovery
majoriDRAC10 controllers monitor PowerEdge hardware, expose Redfish management and protect server firmware updates
majorST33KTPM2X TPM 2.0 chips provide hardware-backed identity and firmware integrity for server platforms
challengerCEC1736 Trust Shield controllers provide runtime firmware protection and server platform root of trust
nichei.MX 93 processor support in AMI MegaRAC OneTree extends OpenBMC server management options
nicheIn-house iBMC manages Kunpeng servers with remote monitoring, fault diagnosis and platform controls
nicheIMX3102/IMX3112 I3C bus expanders extend AST2600 BMC access to server sensors and memory-side management
nicheGoogle Titan chips verify server boot firmware and hardware identity inside its deployed cloud fleet
nicheCerberus roots of trust validate platform firmware in deployed Azure servers and Azure Boost infrastructure
nicheTCU security and BMC functions integrate into Pegatron RA4401-72N1 servers using GB200 NVL72 architecture
emerging
Sources: taiwannews.com.tw, st.com, renesas.com, docs.cloud.google.com, learn.microsoft.com, e.huawei.com
Server fans & thermal modules
Fans, heat sinks, heat spreaders and server thermal assemblies cool air-cooled and hybrid systems. Power shelves and non-liquid-cooled servers still need airflow, while fully liquid-cooled trays change the component mix.
Server fans, heat sinks and thermal modules combine with cold-plate capability for AI system makers
leaderHigh-static-pressure server and PSU fans support air and hybrid cooling around dense AI compute
majorUltra XG fan trays for 1U servers; company identifies XG as a GB200 cooling fan option
majorPrecision server fans and pump motors complement its cold plates and rack fluid components
majorServer heat sinks and customized thermal modules support air, hybrid and direct-liquid-cooled systems
majorSan Ace blowers and high-static-pressure fans cool dense server chassis and power supplies
majorCounter-rotating fan motors and liquid-cooling pump motors support GPU server thermal management
majorEnterprise heat sinks and thermal assemblies support CPU/GPU cooling alongside its cold-plate products
majorHeat-pipe and vapor-chamber server heat sinks remove processor heat in air-cooled and hybrid GPU systems
major3D vapor chambers and server thermal structures combine with precision metal mechanics
majorProcessor heat spreaders and advanced air-cooling hardware address high-power server packages
majorHigh-static-pressure compact fans provide forced airflow through dense server chassis and power supplies
majorBoyd heat sinks, heat pipes and vapor-chamber assemblies provide air-side thermal paths for server processors
majorCPU/GPU heat sinks and direct-to-chip thermal modules serve air and liquid-cooled server designs
nicheYS Tech Xtreme high-static-pressure DC fans cool server chassis and power supplies
nicheSP5 Genoa/Turin heat sinks dissipate 350-500 W from server CPUs in air-cooled processor assemblies
nicheForged aluminum and copper server heat sinks use dense fins to remove CPU and GPU heat
nicheOEM server fans combine with custom heat-pipe and heat-sink modules for air and hybrid AI cooling
niche40x56 and 60x76 counter-rotating DC fans deliver high-static-pressure airflow for server and storage chassis
niche
Sources: ebmpapst.com, taisol.com, malico.com, adda.com.tw, ystechusa.com, eaton.com
Cold plates & processor cooling
Cold plates and processor cooling assemblies move heat into liquid at the chip. Suppliers compete on thermal resistance, flow restriction, package fit, leak testing and manufacturability at rack-scale volumes.
GB200/GB300 GPU cold plates; Vera Rubin allocation remains reported rather than independently confirmed
leaderVia CoolIT, acquired July 2026: processor cold plates and cold-plate loops for AI and HPC servers
majorVia Boyd Thermal, acquired March 2026: direct-to-chip cold plates and integrated GPU cooling assemblies
majorGPU cold plates and customized server liquid loops serve direct-to-chip cooling; customer allocations are undisclosed
majorProcessor cold plates and server liquid loops; reported Vera Rubin supplier, with allocation unconfirmed
majorPrecision microchannel cold plates for GPU packages; reported Vera Rubin supplier, with allocation unconfirmed
majorCPU/GPU cold plates and liquid loops; reported Vera Rubin supplier, with allocation unconfirmed
majorJetCool SmartPlate precision cold plates and closed-loop server cooling reduce reliance on facility water
majorMikros microchannel cold plates use New Hampshire NPI and Jabil's global manufacturing footprint
majorServer cold plates and in-rack manifolds complement its precision chassis and thermal assembly business
majorMotivair Dynamic Cold Plates and in-rack liquid loops cool high-power AI and HPC processors
majorMicrochannel water-cooling modules remove heat directly from high-power server processors
challengerProcessor cold plates join its 2026 liquid-cooling lineup alongside manifolds and fluid disconnects
challengerVia Readore, single-phase and phase-change CPU/GPU cold plates serve North American AI hardware customers
challengerCustomized CPU cold plates support direct liquid cooling of mainstream server processor platforms
challengerHyperCool and OmniTherm two-phase cold plates cool CPUs and PCIe or HGX GPU server configurations
challengerDirect-to-chip CPU/GPU cold plates form liquid-cooling loops for high-density server platforms
nicheOpen-loop cold plates cool Intel Eagle Stream/Birch Stream and AMD server processor platforms
nicheMicroCool pin-fin and microchannel cold plates use machined copper and friction-stir-welded liquid channels
nicheVia Accelsius, NeuCool two-phase CPU/GPU cold plates; commercial ramp remains early after August target withdrawal
emergingDevelops server cold plates for Taiwanese customers; 2026 project sampling and qualification are reported
emerging
Sources: digitimes.com, t.media, accelsius.com, news.futunn.com, zutacore.com, wieland.com
Manifolds & fluid connections
Rack manifolds, hoses and quick disconnects link removable compute trays to coolant loops. Standard interfaces, low leakage and consistent flow become increasingly important as liquid cooling reaches more server parts.
CPC Everis UQD04/UQD08 and blind-mate variants connect liquid-cooled server trays to rack manifolds
leaderUQD and UQDB dry-break couplings provide serviceable coolant connections in dense AI servers
majorOCP UQD couplings and Nvidia-interchange MQD/MQDB parts connect rack and in-tray cooling loops
majorHansen UQD couplings meet OCP interfaces with helium leak testing for server liquid cooling
majorCustomized rack manifolds and internal cold-plate loops distribute coolant across dense GPU systems
majorRack manifolds and server liquid-loop components integrate with its processor cooling products
majorRack manifolds integrate with its MGX and ORv3 enclosures for liquid-cooled AI server deployments
majorCooling manifolds and liquid-cooled rack busbars combine fluid distribution with high-current power delivery
majorOCP UQD, UQDB and blind-mate coolant couplings connect removable server trays to rack manifolds
majorBoyd liquid loops integrate cold-plate hoses and rack manifolds for coolant delivery to server processors
majorCoolIT rack manifolds distribute supply and return coolant to serviceable direct-to-chip server loops
majorUQD rack-to-tray and smaller MQD in-chassis couplings; GB200/GB300 customer allocations remain unconfirmed
challengerRack manifolds and quick disconnects connect processor cold plates in its 2026 liquid-cooling product lineup
challengerRack and chassis manifolds plus blind-mate fluid connections support pre-validated AI rack assemblies
challengerVia Readore, UQD/MQD couplings and rack manifolds connect liquid-cooled compute trays
challengerBrazed coolant distribution manifolds mount beside or below server trays to preserve rack space
nicheData Master coolant hoses and assemblies connect server cooling loops and rack distribution hardware
nicheCG-G clean-break couplings connect server cooling circuits while limiting coolant loss during maintenance
nicheElectric water valves control server-side coolant flow; pressure sensors monitor secondary liquid-cooling loops
emerging
Sources: walther-praezision.de, cejn.com, boydcorp.com, coolitsystems.com, blog.fugle.tw, cdn.sanhuaeurope.co.uk
Sockets, power contacts & busbars
CPU sockets and high-current rack contacts connect processors, boards and power shelves. Contact resistance, mechanical tolerance and cooling determine reliability as rack currents and operating voltages increase.
LGA server CPU sockets and high-current power connectors support processor boards and rack power paths
leaderServer sockets and liquid-cooled 48 V rack busbars rated for at least 5,000 A
majorServer sockets and OCP 48 V power connectors and busbars, with catalog configurations up to 500 A
majorBarKlip BK450 and PwrBlok contacts connect busbars, power shelves and server boards
majorSentrality and PowerWize contacts connect boards and busbars; high-voltage variants reach 1,000 V
majorNvidia 800 VDC partner developing power connectors and busbars for compute and power racks
major44OU OCP rack busbars distribute shelf DC power at 400/700/1,400 A; compatible with Nvidia MGX architecture
major200-700 A power busbar connectors link rack power distribution to server boards and compute trays
majorHigh-current rack busbars and board power interconnects deliver power between shelves and server trays
nichePowerRail busbars provide configurable 200 A or 750 A rack power distribution and quick-disconnect contacts
nicheUL Hi-AMP high-current cable assemblies connect server and rack power equipment; distinct from Lead Wealth
nicheLaminated copper busbars distribute high current inside blade and high-speed server power assemblies
niche5656 floating board-to-board connectors accommodate mechanical tolerance in server power and control boards
nicheFX30B high-current board connectors and ITP power contacts connect server power and control assemblies
nichemPOWER board-to-board power connectors deliver up to 18 A per blade for dense AI and server assemblies
nicheVia Readore, power busbars complement server rack mechanics and liquid-cooling assemblies
emerging
Sources: luxshare-tech.com, us.mersen.com, ele.kyocera.com, hirose.com, samtec.com, bizlinktech.com
Glossary
- BMC
- A baseboard management controller monitors and controls a server even when its main processor is off.
- Cold plate
- A metal heat exchanger mounted on a processor; circulating coolant carries the heat out of the server.
- Manifold
- A rack or tray assembly that distributes coolant among several cold plates and collects the return flow.
- UQD
- Universal Quick Disconnect: an OCP fluid connector specification for serviceable liquid-cooling loops.
- PFR
- Platform firmware resilience protects server firmware, detects corruption and restores trusted code.
- LGA socket
- A land-grid-array socket makes removable electrical contact between a processor and its circuit board.
Heat, spend, exposure and shares are editorial estimates. How to read the map ↗