{"title":"Johnson Controls vs Schneider Electric: Cooling & thermal compared","url":"https://www.frontiertechintelligence.com/compare/johnson-controls-vs-schneider-electric","comparison":"Schneider Electric ranks 53 on the AI Infra 100 with a score of 90; Johnson Controls ranks 66 with 88. Johnson Controls is ahead on production and leverage. Schneider Electric is ahead on deployment and positioning. Level on commercials, progress, technology and firepower. Johnson Controls is based in Cork, Ireland, Schneider Electric in Rueil-Malmaison, France. Johnson Controls is named in 5 signals and Schneider Electric in 45.","companies":[{"name":"Johnson Controls","url":"https://www.frontiertechintelligence.com/companies/johnson-controls","city":"Cork","country":"Ireland","stage":null,"founded":null,"last_round":null,"positioning":"Johnson Controls is no longer a building-automation company with a data center side business. Data center revenue is a high-teens percentage of fiscal 2026 sales and the CFO has said it could reach roughly one-third of total company revenue within three to five years. Fiscal Q3 2026 organic sales rose 10 percent to USD 6.6 billion with Applied HVAC posting high-teens growth driven by data center cooling; adjusted segment EBITA margin widened 220 basis points to 19.8 percent; backlog reached a record USD 21 billion, up more than 30 percent, with Americas orders up 37 percent. The technical position rests on two things: NVIDIA certification for its cooling distribution units, with a pipeline above USD 1 billion and shipments beginning, plus a jointly developed AI-factory thermal reference guide; and an absorption chiller reference design the company says cuts cooling electrical demand by approximately 44 percent at a 1 gigawatt AI factory by converting waste heat into cooling, unlocking 97 megawatts of additional compute capacity, which changes site selection economics for hyperscalers. It released the YORK YK-HT two-stage economized centrifugal chiller and exited residential HVAC to focus the portfolio. Its relevance doubles because it led the Accelsius USD 65 million Series B on 2026-01-12, putting it on both sides of the two-phase versus single-phase question.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":66,"score":88,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":8,"production":8,"technology":8},"why":"Johnson Controls supplies YORK chillers, absorption chillers, cooling distribution units and high-temperature heat pumps, including products designed for high-density AI data centers and industrial electrification.","segment":"Cooling & thermal","layer":"Power, cooling & thermal"},"signals_total":5,"facts_total":24},{"name":"Schneider Electric","url":"https://www.frontiertechintelligence.com/companies/schneider-electric","city":"Rueil-Malmaison","country":"France","stage":null,"founded":null,"last_round":null,"positioning":"The largest data-center power and cooling supplier by revenue worldwide (medium-voltage, UPS, racks, liquid cooling via Motivair, DC-wide software); the European anchor of the electrical layer.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":53,"score":90,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":6,"technology":8},"why":"Schneider Electric sells 800 VDC data center cooling architecture for AI workloads to data center operators and infrastructure customers.","segment":"Cooling & thermal","layer":"Power, cooling & thermal"},"signals_total":45,"facts_total":11}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}