Tankrich

Tankrich

Aeroflex Industries Ltd

On Capex spree

Sep 06, 2026
∙ Paid

As chip densities rise, air cooling runs out of headroom and coolant must be piped directly to the rack via manifolds and pre-fabricated “skid” assemblies that Aeroflex's core flexible-flow competence lets it build.

The company sold 571–617 skids in Q4 FY26, is supplying a major US-based client, showcased at Data Center World in Washington, and is racing capacity from 2,000 units (Dec-25) to a targeted 15,000.

It frames the addressable market as growing from ~$3bn toward ~$21bn over six to seven years.

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