Cooling suppliers hit records
Suppliers of server cooling equipment tied to AI builds—Delta Electronics, AVC and Auras—reported all‑time high revenues in March, according to social reporting. The post ties those gains to surging demand for AI data‑centre infrastructure components. (x.com)
Three Taiwan suppliers of data-center cooling gear posted record March sales as artificial-intelligence server builds kept pulling more fans, cold plates and liquid-cooling parts into racks. (deltaww.com) (taiwannews.com.tw) Delta Electronics said March 2026 revenue reached NT$59.78 billion, up 37.6% from a year earlier, and first-quarter revenue hit NT$159.35 billion, also a record. (deltaww.com) (finance.biggo.com) Taiwan News, citing local financial reporting, said Asia Vital Components booked NT$18 billion in March revenue, up 28.5% from February and 111.72% from a year earlier, while Auras Technology reported NT$3.3 billion, up 52.83% month on month and 91.73% year on year. (taiwannews.com.tw) (digitimes.com 1) (digitimes.com 2) The products behind those numbers sit in the plumbing of an artificial-intelligence server. Air cooling uses fans and heat sinks to move heat away; liquid cooling runs coolant through cold plates and distribution units when chips draw too much power for air alone. (delta-americas.com) (nvidia.com) That shift has spread beyond the most advanced graphics-processing-unit clusters. DigiTimes reported on April 14 that artificial-intelligence demand was lifting cooling shipments for general-purpose servers and network switches as well as liquid-cooled systems. (digitimes.com) Nvidia’s next server platforms are pushing that redesign. Nvidia’s GTC 2026 session catalog said Vera Rubin deployments keep the same core liquid-cooling architecture, and Asus on March 17 unveiled a fully liquid-cooled artificial-intelligence system built on the Nvidia Vera Rubin platform. (nvidia.com) (press.asus.com) Delta has been positioning for that build-out for more than a year. At Nvidia GTC 2025, Delta said it was showing next-generation power and cooling systems for artificial-intelligence data centers, and in November 2025 it highlighted liquid and air-cooling products for graphics processors, servers and racks at Supercomputing 2025. (prnewswire.com) (delta-americas.com) Auras had already tied its own growth to the same trend. DigiTimes reported in May 2025 that Chairman Yu-shen Lin expected liquid cooling to contribute more than 40% of Auras revenue in 2025, up from 12% in 2024. (digitimes.com) The March revenue records do not prove how much profit each company made, and Asia Vital Components and Auras had not posted full first-quarter earnings in the sources reviewed here. They do show that the artificial-intelligence build-out is now reaching the suppliers that keep those servers from overheating. (quartr.com 1) (quartr.com 2)
