Stellar Energy - Digital business

What Stellar Energy - Digital business does

Stellar Energy - Digital business, a DBA of Stellar Energy Investments, LLC, is a Jacksonville, Florida-based designer and manufacturer of turnkey liquid-to-chip cooling systems for hyperscale and enterprise data centers. Founded in 1999 with operations beginning in 2001, the company engineers and produces direct-to-chip liquid cooling architectures, modular cooling plants, Coolant Distribution Units (CDUs), rear-door heat exchangers, and immersion cooling solutions designed to manage the high thermal loads associated with AI and high-density compute workloads. Its product portfolio is positioned at the infrastructure layer beneath AI compute, serving large hyperscale cloud and colocation operators over a 25-year operating history.

The company operates from two manufacturing facilities in Jacksonville, Florida totaling approximately 625,000 sq ft, employing roughly 700 staff across engineering, fabrication, and field services. Its business model is project-based: Stellar designs, factory-builds, and ships modular cooling plants and supporting CDUs to hyperscaler customers, with installation and lifecycle service attached. Revenue is tied to hyperscaler data center capex cycles, and the product is qualified into long-deployment campus buildouts rather than sold as commodity equipment through distribution.

On December 2, 2025, Trane Technologies (NYSE:TT) announced an agreement to acquire Stellar Energy - Digital business, with the transaction expected to close in Q1 2026 (February 2026). Trane disclosed that the acquired business is expected to contribute approximately $1 billion to its Commercial HVAC - Americas backlog and generate roughly $500 million in revenue in 2026. Following close, the unit will be reported within Trane's Commercial HVAC - Americas segment, integrating with Trane's global sales channel, service network, and project finance capabilities. Trane separately announced the acquisition of LiquidStack in March 2026, indicating a deliberate platform consolidation around AI-data-center liquid cooling.

Name

Stellar Energy - Digital business

Legal name

Stellar Energy Digital

Website

https://stellar-energy.net

Company type

Private

Founded year

2001

Operating status

Acquired

Headcount range

501–1,000 employees

Short description

Stellar Energy - Digital business designs and manufactures turnkey liquid-to-chip data center cooling systems — modular cooling plants, CDUs, and immersion solutions — for hyperscale operators, and is being acquired by Trane Technologies.

Ownership category

akta.pro rank

Product category

Data Center Cooling Systems

SIC

Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip (3585), Industrial & Commercial Fans & Blowers & Air Purifing Equip (3564)

akta.pro primary industry

Cooling Systems & Thermal Management (CRAC/CRAH, Chillers, Liquid Cooling) (HDABAKAD)

akta.pro secondary industries

AI Datacenter Power, Cooling & Racks (liquid cooling, power delivery) (HDAAAAAH), Heat Rejection & Mechanical Plant (Cooling Towers, Pumps, Condensers) (HDABAKAE)

Keywords

• Data center cooling
• Liquid cooling systems
• Modular cooling plants
• Coolant distribution units
• Hyperscale cooling infrastructure

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Data Center Cooling Solutions: B2B enterprise sales of modular liquid cooling systems for data centers. Expected to generate $500 million in revenue during 2026 following acquisition by Trane Technologies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Stellar Energy Digital designs, engineers, and manufactures turnkey modular liquid-to-chip cooling systems for hyperscale AI data centers. Its offerings span from central plants to Coolant Distribution Units (CDUs), supported by custom modular manufacturing at two Jacksonville facilities, delivering energy-efficient, mission-critical cooling solutions to hyperscale data center operators and semiconductor customers.

Product overview

Stellar Energy offers a dual-product portfolio centered on data center cooling solutions. The Digital Solutions product line provides state-of-the-art liquid-to-chip cooling with modular capabilities, ranging from central plants to Coolant Distribution Units (CDUs), optimized for hyperscale AI data center environments. The Manufacturing Solutions product line supports these cooling systems through custom modular manufacturing at two Jacksonville facilities. Together, these offerings enable Stellar Energy to deliver comprehensive turnkey cooling solutions with OSM (Original Equipment Manufacturer) cost-certainty and schedule-certainty for mission-critical and semiconductor customers.

Differentiator

Problem solved

Functional benefit

Brands

• Liquid-to-Chip Cooling: Advanced liquid-to-chip cooling technology for data centers, combining the most advanced cooling technologies with world-class manufacturing.

Products and services

• Digital Solutions State-of-the-art liquid-to-chip cooling solutions for data centers, providing optimized modular solutions for high-volume production, ranging from central plants to Coolant Distribution Units (CDUs), enabling customization to match any budget and supporting data center growth for hyperscale AI environments.
• Manufacturing Solutions Custom manufacturing services for modular cooling systems delivered through state-of-the-art Jacksonville facilities, including entire systems, custom modular systems, partial structures, piping, and skids for large-scale production serving hyperscale and mission-critical customers.

Quantifiable outcome

• Reduces electricity used for cooling by up to 10X compared to traditional air cooling

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Trane TechnologiescoreStrategic or Co-development Partner · 2 December 2025Trane Technologies acquired Stellar Energy Digital, a leading provider of turnkey liquid-to-chip data center cooling solutions, from Stellar Energy International, Ltd. The acquisition includes approximately 700 employees and two assembly operations in Jacksonville, Florida. It strengthens Trane Technologies' leadership in the high-growth data center thermal management market. The transaction closed in early 2026 and operates within Trane Technologies' Commercial HVAC business unit under the Americas segment. Stellar Energy contributed $1 billion to Trane's record backlog of $10.7 billion and is expected to generate $500 million in revenue during 2026.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Schneider Electric: Schneider Electric offers a broad portfolio of data center infrastructure including cooling, power, and management solutions. As a broad incumbent, it competes with Stellar Energy's modular liquid cooling through its EcoStruxure and InRow solutions for hyperscale customers.
• Rittal: Rittal provides IT infrastructure including liquid cooling packages and climate-control solutions for data centers. A broad incumbent in enclosure and cooling infrastructure competing with Stellar Energy in modular cooling system deliveries.
• Munters: Munters provides air-and-water cooling, heat exchange, and climate control solutions for data centers and industrial applications. A broader incumbent providing cooling infrastructure that overlaps with Stellar Energy's thermal management capabilities.

Emerging players

• Boyd Corporation: Boyd Corporation manufactures thermal management solutions including liquid cold plates and cooling systems for data centers. An emerging/specialist player in liquid cooling components competing for hyperscale thermal design wins.
• Green Revolution Cooling (GRC): GRC provides single-phase immersion cooling for hyperscale and enterprise data centers. Adjacent competitor to Stellar Energy in liquid cooling, addressing similar AI/HPC customer pain points with a different immersion-based technology.
• ZutaCore: ZutaCore offers two-phase direct liquid cooling for data centers, targeting hyperscale AI customers. Competes with Stellar Energy in direct-to-chip cooling but with a different phase-change technology approach.

Direct peers

• Vertiv Holdings: Vertiv is a leading global provider of critical digital infrastructure, including liquid cooling and thermal management systems for hyperscale and enterprise data centers. Directly competes with Stellar Energy in liquid-to-chip and CDU offerings for hyperscalers.
• Asetek: Asetek provides direct liquid cooling solutions for data centers, gaming, and high-performance computing. Directly competes with Stellar Energy in liquid-to-chip cooling for AI and HPC workloads.
• CoolIT Systems: CoolIT Systems specializes in liquid-to-chip cooling solutions (CDUs, cold plates, rack manifolds) for AI and HPC data centers. A direct competitor to Stellar Energy's modular liquid cooling portfolio for hyperscale customers.
• LiquidStack: LiquidStack delivers direct liquid cooling and immersion cooling solutions for hyperscale data centers. Notably, also acquired by Trane Technologies in March 2026, making it a sibling rather than competitor post-acquisition and a close comparable in cooling technology.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Stellar_Energy

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stellar Energy - Digital business