Carrier CEO: North American Data Center Orders Surged 400% in Q4

"Our data center orders in North America were up 400% in the fourth quarter. That's a business being reshaped by the AI infrastructure boom in real time. Our commercial HVAC business, and our aftermarket business both have grown double digits for five years in a row, and we're going to grow double digits again this year."

"We actually have been very, very fortunate to work very closely with NVIDIA. Our team was meeting with NVIDIA. We've been working together on a number of climate optimized reference designs and thinking very closely about the chilling requirements for their future chip, the Vera Rubin."

"The data center business reached approximately $1 billion in revenue in 2025, up from near-zero at spin. Carrier is guiding for that to reach approximately $1.5 billion in 2026, with data center orders expected to be up about 50% for the year. Q1 order trends are expected to remain strong, with backlog continuing to build."

Carrier Global has transformed into a major player in data center cooling, capitalizing on the AI infrastructure boom. The company's commercial HVAC business now comprises 40% of its portfolio and has achieved double-digit growth for five consecutive years. Data center orders in North America increased 400% in Q4 2025, with the segment reaching approximately $1 billion in revenue by 2025. Carrier is collaborating with industry leaders like NVIDIA on climate-optimized cooling solutions for advanced chip architectures. The company projects data center revenue to reach $1.5 billion in 2026, with orders expected to grow 50% annually. Strong Q1 order trends and expanding backlog indicate sustained momentum in this high-growth segment.

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