Vertiv ranks 20 on the AI Infra 100 with a score of 96; Carrier ranks 83 with 86. Vertiv is ahead on deployment, production, positioning and leverage. Level on commercials, progress, technology and firepower. Carrier is based in Palm Beach Gardens, United States, Vertiv in Westerville, United States. Carrier is named in 2 signals and Vertiv in 186.
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.
Vertiv supplies data-center cooling, including liquid cooling, chillers and cooling distribution units, for high-density AI and HPC data centers.
Darker bar: ahead of the other company on that measure.
The pure-play supplier of data-center power distribution and thermal management (rack power, UPS, liquid and hybrid cooling, prefabricated modules); the cleanest read on how fast AI capacity is being physically fitted out.
186 signals name Vertiv.
116 facts on file.
Vertiv ranks 20 on the AI Infra 100 with a score of 96; Carrier ranks 83 with 86. Vertiv is ahead on deployment, production, positioning and leverage. Level on commercials, progress, technology and firepower. Carrier is based in Palm Beach Gardens, United States, Vertiv in Westerville, United States. Carrier is named in 2 signals and Vertiv in 186.
Vertiv ranks 20 on the AI Infra 100 with a score of 96; Carrier ranks 83 with 86. Vertiv is ahead on deployment, production, positioning and leverage. Level on commercials, progress, technology and firepower. Carrier is based in Palm Beach Gardens, United States, Vertiv in Westerville, United States. Carrier is named in 2 signals and Vertiv in 186. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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