Layer L4
Datacenter Buildout — Leaderboard
Ranked companies in the Datacenter Buildout layer of the AI infrastructure stack. Share figures carry an explicit provenance label (official, filing-derived, third-party, or site-estimate). Methodology →
| # | Company | Product | Share | Source | Customers |
|---|---|---|---|---|---|
| 1 | Equinix | Medium-Voltage Switchgear & UPS Power Topology | – | site-estimate | Multiple hyperscalers |
| 2 | Digital Realty | Direct-to-Chip Liquid Cooling System (with CDU & Rear-Door Heat Exchanger) | – | site-estimate | Meta |
| 3 | Stack Infrastructure | Medium-Voltage Switchgear & UPS Power Topology | – | site-estimate | – |
| 4 | Compass Datacenters | Direct-to-Chip Liquid Cooling System (with CDU & Rear-Door Heat Exchanger) | – | site-estimate | Multiple hyperscalers |
| 5 | Iron Mountain | Direct-to-Chip Liquid Cooling System (with CDU & Rear-Door Heat Exchanger) | – | site-estimate | US Federal / DoD |
| 6 | Aligned Data Centers | Direct-to-Chip Liquid Cooling System (with CDU & Rear-Door Heat Exchanger) | – | site-estimate | Multiple hyperscalers |