AirTrunk

As of 2026-10-09, AirTrunk has 4 tracked suppliers and 5 tracked customers in this dataset; its largest supplier by market cap is Schneider Electric. The supplier and customer lists here follow a shared pattern for this segment rather than being individually confirmed for AirTrunk — see /methodology.

Sourced from 3 references — primary source, Wikipedia — last verified .

Asia-Pacific hyperscale data-center operator (Blackstone owned).

Headquarters
Australia
Market position
major
Value-chain segment
Data Center Operators (Colo)
Key products
direct-to-chip liquid cooling, NVIDIA DGX-Ready colocation partnership

About AirTrunk

AirTrunk, headquartered in Australia, operates in the Data Center Operators (Colo) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include direct-to-chip liquid cooling, NVIDIA DGX-Ready colocation partnership. wafergraph maps 4 tracked suppliers and 5 tracked customers for AirTrunk across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.

AirTrunk is an Australian data centre company founded by Robin Khuda in 2015, and sold to Blackstone for A$24 billion. The company operates more than 3 GW of operating and planned capacity across 20 sites in six countries: Australia, Singapore, Japan, Malaysia, Hong Kong, and India.

Role in the chain

AirTrunk is a market major in AI & Data Center (Data Center Operators (Colo)), headquartered in Australia. Asia-Pacific hyperscale data-center operator (Blackstone owned).

Diligence questions

  1. The dataset records 4 tracked suppliers for AirTrunk. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 3 of AirTrunk's tracked suppliers are a monopoly or leader (including Delta Electronics, Schneider Electric, Vertiv). Which of those are actually single-source for the process step you care about?
  3. The dataset names 5 tracked customers for AirTrunk. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. AirTrunk is headquartered in Australia. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. AirTrunk is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for AirTrunk

Key products

  • direct-to-chip liquid cooling
  • NVIDIA DGX-Ready colocation partnership

Suppliers

Customers

More AI & Data Center companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “AirTrunk — supply chain, financials & market position”, https://wafergraph.com/company/airtrunk (data as of 2026-10-09).

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