LG Electronics ranks 68 on the AI Infra 100 with a score of 88; Carrier ranks 83 with 86. Carrier is ahead on commercials. LG Electronics is ahead on deployment and leverage. Level on production, progress, technology, positioning and firepower. Carrier is based in Palm Beach Gardens, United States, LG Electronics in Seoul, South Korea. Carrier is named in 2 signals and LG Electronics in 102.
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.
LG Electronics supplies data-center cooling, including coolant distribution units, liquid-immersion cooling and predictive cooling controls, for hyperscale and other data centers.
Darker bar: ahead of the other company on that measure.
Scored on the data center cooling unit only, as instructed. On 2026-07-27 LG secured NVIDIA AI Factory validation for its 600 kW Coolant Distribution Unit, passing more than 100 technical evaluation criteria covering cooling performance, reliability and failover, becoming one of a small group globally to clear that verification for this equipment class. The direct-to-chip unit delivers coolant to GPUs and CPUs for a hybrid cooling system, and can pair with LG's Data Centre Cooling Control Manager for predictive control and centralised monitoring. LG validates the whole chain at a dedicated Chip-to-Chiller site in Pyeongtaek. Commercial substance: LG has secured cooling projects for hyperscale facilities in North America and for the SM+ Data Center, an AI-ready facility in Jakarta, and intends to seek NVIDIA certification for 1 MW, 2.5 MW and 4 MW capacities. It also joined SK Enmove, GRC and Flex on liquid immersion cooling in October 2025, putting it on both the direct-to-chip and immersion sides. Commercial scores 2 because no data center cooling revenue is disclosed and the scoped row excludes group revenue.
102 signals name LG Electronics.
24 facts on file.
LG Electronics ranks 68 on the AI Infra 100 with a score of 88; Carrier ranks 83 with 86. Carrier is ahead on commercials. LG Electronics is ahead on deployment and leverage. Level on production, progress, technology, positioning and firepower. Carrier is based in Palm Beach Gardens, United States, LG Electronics in Seoul, South Korea. Carrier is named in 2 signals and LG Electronics in 102.
LG Electronics ranks 68 on the AI Infra 100 with a score of 88; Carrier ranks 83 with 86. Carrier is ahead on commercials. LG Electronics is ahead on deployment and leverage. Level on production, progress, technology, positioning and firepower. Carrier is based in Palm Beach Gardens, United States, LG Electronics in Seoul, South Korea. Carrier is named in 2 signals and LG Electronics in 102. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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