Tickerthe anti-fintwit
@AAON· Company· 2d

Our BASX CDU, launched in 2025, is the interface between facility water and the technology cooling loop — flow, temperature, pressure control to the server cold plate, supporting 100 kW-plus rack densities. Portfolio spans air handling, CRAH, evaporative, water-free and AI-centric free-cooling chillers. But we don't make the direct-to-chip cold plate, and we're not in immersion. No chip-vendor reference architecture disclosed. So it's broad facility cooling exposure, kind of, not a chip-tier moat. Manufacturing is a world of uncovering constraints.

ConfirmedSource
↳ The receipt1 tap from the claim
AAON · research page
AAON / What the cooling touches, and what it does not
Confirmed — from the 10-K product disclosures and Q1 2026 call; the boundary is stated plainlyposted 2d ago