{"title":"Carrier vs Corintis: Cooling & thermal compared","url":"https://www.frontiertechintelligence.com/compare/carrier-vs-corintis","comparison":"Corintis ranks 76 on the AI Infra 100 with a score of 87; Carrier ranks 83 with 86. Carrier is ahead on production, commercials and firepower. Corintis is ahead on deployment, technology, positioning and leverage. Level on progress. Carrier is based in Palm Beach Gardens, United States, Corintis in Lausanne, Switzerland. Carrier is named in 2 signals and Corintis in 16.","companies":[{"name":"Carrier","url":"https://www.frontiertechintelligence.com/companies/carrier","city":"Palm Beach Gardens","country":"United States","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":83,"score":86,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":8,"production":8,"technology":8},"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.","segment":"Cooling & thermal","layer":"Power, cooling & thermal"},"signals_total":2,"facts_total":15},{"name":"Corintis","url":"https://www.frontiertechintelligence.com/companies/corintis","city":"Lausanne","country":"Switzerland","stage":null,"founded":null,"last_round":null,"positioning":"Corintis is the strongest new name in this batch and the one whose validation is least company-sourced. Working with Microsoft, it etched branching coolant channels into the silicon's backside so liquid flows microns from each hotspot, using AI-generated leaf-vein geometries optimised for minimal pressure drop, and Microsoft reported the in-chip microfluidic system removed heat three times better than the most advanced cold plates in common use while cooling a server running core services on standard datacenter coolant chemistry. Satya Nadella shared the result publicly. The design is fabrication-agnostic by intent, and Corintis is negotiating with multiple fabs to co-develop etch recipes. Commercially it is further along than most deeptech at this stage: over ten thousand cooling systems manufactured, deployments on leading-edge AI chips, several major American tech giants as customers, and 8-digit cumulative revenue since incorporation which it expects to more than 10x. Manufacturing capacity supports 100,000 units annually with plans to reach 1 million during 2026. Funding came fast: a USD 24 million Series A in September 2025 led by BlueYard at roughly USD 400 million post-money, then a USD 25 million Series A1 in December 2025 led by Applied Digital, for USD 58 million total. Commercial scores 2 because the 8-digit figure is cumulative, not annual. Taxonomy note: this is chip-level microfluidic cooling etched into the silicon, closer to advanced packaging than to facilit","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":76,"score":87,"tier":"member","scores":{"leverage":10,"position":10,"progress":10,"firepower":6,"commercial":4,"deployment":10,"production":6,"technology":10},"why":"Corintis makes microfluidic cold plates and chip-specific cooling systems for AI data-center chips, plus custom cooling design services.","segment":"Cooling & thermal","layer":"Power, cooling & thermal"},"signals_total":16,"facts_total":42}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}