Alfa Laval ranks 62 on the AI Infra 100 with a score of 89; Carrier ranks 83 with 86. Alfa Laval is ahead on deployment and production. Carrier is ahead on commercials. Level on progress, technology, positioning, firepower and leverage. Alfa Laval is based in Lund, Sweden, Carrier in Palm Beach Gardens, United States. Alfa Laval is named in 0 signals and Carrier in 2.
Alfa Laval sells FreeWaterLoop cooling systems and brazed plate heat exchangers to data center operators and cooling-system manufacturers serving AI infrastructure.
Darker bar: ahead of the other company on that measure.
Alfa Laval is the heat exchanger inside other people's cooling products, and 2026 is the year it stopped being only that. Founded 1883, it runs more than 30 manufacturing sites with 22,000 employees and has worked in data centers for 20 years, initially supplying large gasketed plate heat exchangers for evaporative and free cooling, with brazed plate units in chillers, heat pumps and heat reuse. It entered the white space in 2022 with compact brazed plate heat exchangers for CDUs, its first project a US crypto mining single-phase immersion system, and has since followed the shift toward single-phase direct-to-chip. It supplies heat exchangers for CDUs at 2.3 to 2.5 MW, including the custom brazed plate unit at the core of Boyd's ROL2300 CDU. Two 2026 moves matter: in February a multi-year investment to double production capacity at Richmond, Virginia by mid-2028, a direct response to anticipated supply constraints; and on 2026-03-04 at Data Centre World London it launched FreeWaterLoop, an integrated external facility-loop cooling system combining pump engineering, heat exchangers and filtration, moving it from component supplier to system vendor. Commercial scores 3 because no data center revenue is disclosed at any level.
7 facts on file.
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.
Darker bar: ahead of the other company on that measure.
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.
2 signals name Carrier.
15 facts on file.
Alfa Laval ranks 62 on the AI Infra 100 with a score of 89; Carrier ranks 83 with 86. Alfa Laval is ahead on deployment and production. Carrier is ahead on commercials. Level on progress, technology, positioning, firepower and leverage. Alfa Laval is based in Lund, Sweden, Carrier in Palm Beach Gardens, United States. Alfa Laval is named in 0 signals and Carrier in 2.
Alfa Laval ranks 62 on the AI Infra 100 with a score of 89; Carrier ranks 83 with 86. Alfa Laval is ahead on deployment and production. Carrier is ahead on commercials. Level on progress, technology, positioning, firepower and leverage. Alfa Laval is based in Lund, Sweden, Carrier in Palm Beach Gardens, United States. Alfa Laval is named in 0 signals and Carrier in 2. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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