{"title":"Johnson Controls vs Vertiv: Cooling & thermal compared","url":"https://www.frontiertechintelligence.com/compare/johnson-controls-vs-vertiv","comparison":"Vertiv ranks 20 on the AI Infra 100 with a score of 96; Johnson Controls ranks 66 with 88. Vertiv is ahead on deployment, production and positioning. Level on commercials, progress, technology, firepower and leverage. Johnson Controls is based in Cork, Ireland, Vertiv in Westerville, United States. Johnson Controls is named in 5 signals and Vertiv in 186.","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":"Vertiv","url":"https://www.frontiertechintelligence.com/companies/vertiv","city":"Westerville","country":"United States","stage":null,"founded":null,"last_round":null,"positioning":"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.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":20,"score":96,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"why":"Vertiv supplies data-center cooling, including liquid cooling, chillers and cooling distribution units, for high-density AI and HPC data centers.","segment":"Cooling & thermal","layer":"Power, cooling & thermal"},"signals_total":186,"facts_total":116}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}