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

Core Insights - Carrier Global's transformation is becoming evident, particularly with a significant increase in data center orders, which rose by 400% in Q4 2025, driven by the AI infrastructure boom [2][6] Data Center Business Growth - The commercial HVAC segment now constitutes 40% of Carrier's portfolio and is identified as the primary growth engine, with double-digit growth for five consecutive years expected to continue [3][6] - The data center business generated approximately $1 billion in revenue in 2025, with projections to reach around $1.5 billion in 2026, supported by a 50% increase in data center orders [4][6] Strategic Partnerships - Carrier is collaborating closely with major industry players, including NVIDIA, to develop climate-optimized cooling solutions for future AI chip requirements [4][6] Product Innovation - The introduction of the AquaEdge 30CF air-cooled centrifugal chiller, designed for mission-critical data center environments, highlights Carrier's commitment to innovation in response to market demands [5]