{"city":"Palm Beach Gardens","name":"Carrier","slug":"carrier","facts":[{"date":"2026-09-06","type":"revenue_band","value":">500m","source":"Automation News Japan"},{"date":"2026-04-30","type":"revenue","value":"Q1 2026 net sales","source":"finance.yahoo.com and thehardwirenews.com"},{"date":"2026-04-30","type":"revenue","value":"USD 5340000000","source":"finance.yahoo.com and thehardwirenews.com"},{"date":"2026-04-29","type":"partnership","value":"Carrier Ventures and ZutaCore","source":"carrier.com and stocktitan.net"},{"date":"2026-04-29","type":"funding_round","value":"Carrier Ventures expanded its follow-on investment in ZutaCore for direct-to-chip waterless liquid cooling","source":"carrier.com and stocktitan.net"},{"date":"2026-04-29","type":"funding_round","value":"Carrier Ventures follow-on investment in ZutaCore","source":"carrier.com and stocktitan.net"}],"peers":[{"name":"Vertiv","rank":20,"slug":"vertiv","score":"96"},{"name":"Schneider Electric","rank":53,"slug":"schneider-electric","score":"90"},{"name":"Trane Technologies","rank":61,"slug":"trane-technologies","score":"89"},{"name":"Alfa Laval","rank":62,"slug":"alfa-laval","score":"89"},{"name":"Johnson Controls","rank":66,"slug":"johnson-controls","score":"88"},{"name":"LG Electronics","rank":68,"slug":"lg-electronics","score":"88"}],"stage":null,"state":"Florida","aliases":["Carrier Global Corporation","Carrier Global"],"country":"United States","domains":[{"why":"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.","list":"AI Infra 100","rank":83,"tier":"member","layer":"Power, cooling & thermal","total":86,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":8,"production":8,"technology":8},"edition":"November 2026","segment":"Cooling & thermal"}],"founded":null,"signals":[{"date":"2026-10-22","header":"Carrier will invest more than $600 million to expand U.S. manufacturing and engineering capacity.","outlet":"PR Newswire, all releases"},{"date":"2026-09-06","header":"MarketsandMarkets projects the global data-center air-handling unit market will reach $6.7 billion by 2032.","outlet":"Automation News Japan"}],"website":"carrier.com","category":"AI Infra · Power, cooling & thermal","categories":[{"name":"Cooling & thermal","domain":"AI Core","parent":"AI Infra · Power, cooling & thermal"},{"name":"Corporate & strategic venture","domain":"Investment Houses","parent":"Institutional & Funds"}],"last_round":null,"updated_at":"2026-10-23T10:00:54.341+00:00","facts_total":15,"positioning":"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.","sub_category":null,"signals_total":2,"url":"https://www.frontiertechintelligence.com/companies/carrier","title":"Carrier · ai core, Palm Beach Gardens, Florida, United States · scores, facts and signals · Frontier Tech Intelligence","description":"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. AI Infra 100 rank 83 (score 86) 2 signals and 15 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}