COMPANIES · DATA CENTERS

AAON

AAON (now presenting itself as The Aaon Group) designs and manufactures configurable heating, ventilation and air-conditioning equipment for commercial and industrial buildings, and, through its BASX brand, custom cooling and thermal management systems for data centers.

EnablerData centers
What it does

AAON (now presenting itself as The Aaon Group) designs and manufactures configurable heating, ventilation and air-conditioning equipment for commercial and industrial buildings, and, through its BASX brand, custom cooling and thermal management systems for data centers.

Why it matters

Dense AI servers need liquid cooling and chillers, and AAON's BASX data center business has become its fastest-growing line, with BASX data center sales of $345 million in Q2 2026; it has publicly supplied cooling for Applied Digital's AI campus in North Dakota.

How it makes money

Building owners, contractors and data center developers pay it for HVAC units, chillers and custom thermal management equipment.

Geography

United States (Tulsa, Oklahoma)

AI stack position

Data centers and physical infrastructure. The buildings, land, cooling systems, backup power and electrical equipment that physically house AI computing. Every AI model has to run somewhere — these companies build and operate the real-world facilities that make that possible.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

AAON supplies data center cooling systems to Applied Digital
SuppliesCurrent
AAON said its BASX brand designed and manufactured a customized free-cooling chiller system for Applied Digital's Polaris Forge 1 AI factory in Ellendale, North Dakota.

Source: 2025-06-30 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating

Limits: Covers one campus as described in mid-2025; does not establish order value, volumes, exclusivity, or supply to later Applied Digital sites.

BASX Powers Advanced Cooling Innovation for Applied Digital's Purpose-Built AI Data Center Campus ↗

Dated or announced (1)

AAON uses CRM software from Microsoft
Uses technology fromDated / announced
AAON said it undertook a CRM overhaul built on Microsoft Dynamics 365, and its leadership joined Microsoft and Argano on a webinar panel about AI-powered service operations.

Source: 2025-02-19 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A software-customer relationship for AAON's internal operations; does not establish spending, scope of AI use, or any Microsoft purchase of AAON cooling equipment.

AAON Leadership Joins Microsoft and Argano to Explore AI-Powered Service Operations ↗
Evidence for this profile

AAON Reports Record Second Quarter 2026 Results ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .