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The Chillers on the Roof — Datacenter HVAC Oligopoly · The Cooling Crisis — Liquid Cooling, CDUs, Chillers & Refrigerants

CARR

Carrier Global
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Datacenter HVAC orders +500% in Q1 2026. Carrier + Viessmann (heat pumps) + datacenter ramping.

What they do

UTC spinoff focused on HVAC and refrigeration. Datacenter HVAC orders +500% per Q1 2026 commentary. Diversified across residential, commercial, and refrigeration. The most leveraged of the broad HVAC names to the datacenter wave — but less pure-play than Trane.