India, June 2 -- India's data centre cooling theme is moving from a simple air-conditioning opportunity to a more specialized thermal management opportunity. As AI workloads increase, data centres need stronger cooling systems, better heat transfer products and more reliable components that can support high-density computing.

This is where companies like KRN Heat Exchanger and Aeroflex Industries are trying to build their own positions, but both are approaching the opportunity from very different parts of the cooling value chain.

KRN Heat Exchanger is more directly linked to the outer cooling infrastructure of data centres through heat exchangers, coils, dry coolers, chillers and related HVAC products. Aeroflex Industries, on the other...