Carrier supplies data-center thermal infrastructure, including QuantumLeap and interoperable single- and two-phase direct-to-chip liquid cooling integrated with traditional HVAC through intelligent controls.
Carrier belongs in the incumbent set alongside Vertiv, Trane and Johnson Controls, and the numbers now justify a full row. QuantumLeap, launched 2025-02-06, is a chip-to-chiller suite: next-generation chillers delivering a 30 percent efficiency improvement, direct-to-chip liquid cooling CDUs for high-density AI racks, the Nlyte DCIM platform managing more than 300 data centers and over 1 million racks, Abound for predictive maintenance and Automated Logic for controls. Data center revenue reached approximately USD 1 billion in 2025 with guidance of USD 1.5 billion for 2026, on a data center backlog above USD 5 billion. Q1 2026: net sales USD 5.34 billion (up 2 percent), adjusted EPS USD 0.57 beat while GAAP EPS USD 0.28 missed, global commercial HVAC orders up 35 percent, and data center orders up more than 500 percent year over year. Carrier fills the two-phase gap by acquisition: on 2026-04-29 Carrier Ventures expanded its investment in ZutaCore (direct-to-chip waterless two-phase HyperCool), building on a 2025 investment, giving interoperable single and two-phase capability. The risk the company flags is concentration: data center demand is lumpy, and whether the 500 percent order growth reflects a small prior-year base is the first thing to check before treating momentum at 5 as durable.
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Carrier supplies data-center thermal infrastructure, including QuantumLeap and interoperable single- and two-phase direct-to-chip liquid cooling integrated with traditional HVAC through intelligent controls. Carrier belongs in the incumbent set alongside Vertiv, Trane and Johnson Controls, and the numbers now justify a full row. QuantumLeap, launched 2025-02-06, is a chip-to-chiller suite: next-generation chillers delivering a 30 percent efficiency improvement, direct-to-chip liquid cooling CDUs for high-density AI racks, the Nlyte DCIM platform managing more than 300 data centers and over 1 million r
Carrier ranks 83 of 100 on the AI Infra 100 (November 2026 edition) with a score of 86 out of 100, in Cooling & thermal (Power, cooling & thermal). Assessment by Frontier Tech Intelligence.
Vertiv (rank 20), Schneider Electric (rank 53), Trane Technologies (rank 61), Alfa Laval (rank 62), Johnson Controls (rank 66), LG Electronics (rank 68).
Carrier is based in Palm Beach Gardens, Florida, United States.
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