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

JCI

Johnson Controls
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Diversified HVAC + building controls. OpenBlue software adds a recurring-revenue layer.

What they do

Diversified building-tech leader. HVAC + fire + security + building controls. The OpenBlue software platform is a unique recurring-revenue moat. Datacenter chiller wins growing but less concentrated than Trane.