The Frontier Leaders · AI Infra 100 · By category · Power, cooling & thermal

Power, cooling & thermal in AI infrastructure: the 19 leaders on the AI Infra 100

November 2026 edition · 19 of 100 companies · rank is the position on the AI Infra 100

19 of the 100 companies on the AI Infra 100 are in the Power, cooling & thermal category (19% of the list), in 4 segments and from 9 countries. The highest ranked is Delta Electronics, rank 8 of 100 with a score of 100. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.

RankCompanyCategory / segmentCountryScore
8Delta ElectronicsDelta supplies power and cooling for AI data centers, including server power supplies, 800 VDC in-row power racks, battery backup and liquid-cooling systems.Power, cooling & thermal / Rack & server power deliveryTaiwan100
12Hitachi EnergyHitachi Energy supplies transformers and other grid and power equipment, and develops power infrastructure for AI data centers, including on-site energy parks and 800 V DC systems.Power, cooling & thermal / Grid & power equipmentSwitzerland98
16GE VernovaGE Vernova manufactures gas turbines and power-generation infrastructure, and works with NVIDIA and partners to supply power for AI data centers.Power, cooling & thermal / Generation for data centersUnited States96
18Siemens EnergySiemens Energy supplies power-generation, transmission and grid equipment, and partners on modular data centers with integrated on-site generation.Power, cooling & thermal / Grid & power equipmentGermany96
20VertivVertiv supplies data-center cooling, including liquid cooling, chillers and cooling distribution units, for high-density AI and HPC data centers.Power, cooling & thermal / Cooling & thermalUnited States96
25FlexFlex develops server-board power distribution for native 800-V systems, 800-V DC sidecars, and high-efficiency power shelves for AI data centers.Power, cooling & thermal / Rack & server power deliverySingapore96
53Schneider ElectricSchneider Electric sells 800 VDC data center cooling architecture for AI workloads to data center operators and infrastructure customers.Power, cooling & thermal / Cooling & thermalFrance90
54Bloom EnergyBloom Energy designs and deploys fuel-cell power systems and microgrids for onsite power at AI data centers, with customers including Oracle and CoreWeave.Power, cooling & thermal / Generation for data centersUnited States90
58Maschinenfabrik ReinhausenMaschinenfabrik Reinhausen supplies transformer equipment, including tap changers and bushings, for high-voltage grid and power systems.Power, cooling & thermal / Grid & power equipmentGermany89
61Trane TechnologiesTrane Technologies supplies HVAC and thermal-management systems for data centers, with liquid-cooling capability added through the Stellar Energy and LiquidStack acquisitions.Power, cooling & thermal / Cooling & thermalIreland89
62Alfa LavalAlfa Laval sells FreeWaterLoop cooling systems and brazed plate heat exchangers to data center operators and cooling-system manufacturers serving AI infrastructure.Power, cooling & thermal / Cooling & thermalSweden89
63LegrandLegrand supplies power infrastructure for high-density data centers, including busways, power shelves and rack power systems.Power, cooling & thermal / Rack & server power deliveryFrance89
66Johnson ControlsJohnson Controls supplies YORK chillers, absorption chillers, cooling distribution units and high-temperature heat pumps, including products designed for high-density AI data centers and industrial electrification.Power, cooling & thermal / Cooling & thermalIreland88
67ABBThrough Sevensense, ABB provides visual AI navigation for robotic systems, representing specialized AI models applied to industrial mobility and automation.Power, cooling & thermal / Grid & power equipmentSwitzerland88
68LG ElectronicsLG Electronics supplies data-center cooling, including coolant distribution units, liquid-immersion cooling and predictive cooling controls, for hyperscale and other data centers.Power, cooling & thermal / Cooling & thermalSouth Korea88
72EatonEaton supplies data-center power equipment, including UPS systems, busbars and an 800 VDC AI data-center design, plus thermal management through Boyd Thermal.Power, cooling & thermal / Rack & server power deliveryIreland87
76CorintisCorintis makes microfluidic cold plates and chip-specific cooling systems for AI data-center chips, plus custom cooling design services.Power, cooling & thermal / Cooling & thermalSwitzerland87
82Analog DevicesAnalog Devices supplies power-management components for data-center servers and racks, including µModule regulators with PMBus telemetry for real-time power control.Power, cooling & thermal / Rack & server power deliveryUnited States86
83CarrierCarrier supplies data-center thermal infrastructure, including QuantumLeap and interoperable single- and two-phase direct-to-chip liquid cooling integrated with traditional HVAC through intelligent controls.Power, cooling & thermal / Cooling & thermalUnited States86

Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →

AI Infra 100 by country

United States 46Japan 12China 7Taiwan 7Germany 5Ireland 3Netherlands 3South Korea 3Switzerland 3United Kingdom 3France 2Australia 1Canada 1Israel 1Italy 1Singapore 1Sweden 1

AI Infra 100 by region

North America 47Asia 30Europe 21Middle East 1Oceania 1

AI Infra 100 by category

Power, cooling & thermal 19Networking & interconnect 16Semiconductor equipment, materials & critical inputs 16Data center build & operate 13Fabrication, memory & packaging 12Compute demand & operators 8Chips & accelerators 6Agents & tooling 3Compute software 3Models & applications 2Safety & security 2

AI Infra 100 by segment

Optical & photonic interconnect 11Cooling & thermal 8Advanced packaging 7Deposition, etch & metrology 7Colocation & wholesale 6Hyperscalers 5Rack & server power delivery 5Servers, racks & system integration 5Grid & power equipment 4EDA & design tools 3Frontier labs as compute buyers 3Inference & serving clouds 3Lithography 3Accelerator design 2Custom silicon & IP 2Foundry 2Generation for data centers 2HBM & DRAM 2Hyperscale developers 2Security 2Switching & NICs 2Test, measurement & validation 2Wafers, chemicals & gases 2Agent platforms 1Cables, connectors & PCB 1China accelerators 1Data platforms & labeling 1Generative media 1Inference-specialist chips 1Open-weight labs 1Orchestration 1Photonic foundry & PIC platforms 1Rare earths, minerals & gases 1

Questions this page answers

Who leads in Power, cooling & thermal for AI infrastructure?

Delta Electronics ranks highest (rank 8 of 100, score 100). The Power, cooling & thermal category holds 19 of the 100 companies on the AI Infra 100: Delta Electronics, Hitachi Energy, GE Vernova, Siemens Energy and Vertiv and 14 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

Which AI infrastructure companies are in the Power, cooling & thermal category?

Delta Electronics, Hitachi Energy, GE Vernova, Siemens Energy and Vertiv and 14 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

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