Core Insights - Johnson Controls is showcasing the YORK YK-HT two-stage economized centrifugal chiller, designed for data centers and large industrial applications, at AHR Expo 2026 in Las Vegas [1] Group 1: Product Features - The YK-HT chiller operates with condenser leaving fluid temperatures up to 165°F and can achieve up to 110°F of lift, supporting efficient closed-loop heat rejection and enabling heat pump and heat recovery applications [2][7] - The system can offset more than 35 MMBtu per hour, equivalent to the heating demand of approximately 350 single-family homes per hour, while reducing carbon emissions and energy costs [2] - The chiller can produce 44°F chilled water and 140°F hot water simultaneously, exceeding ASHRAE efficiency requirements and eliminating the need for cascaded systems [4] Group 2: Environmental Impact - The YK-HT eliminates the annual cooling tower water consumption of approximately 8 to 9 million gallons for a typical 2,000-ton chiller, making it suitable for water-constrained environments [3] - The enhanced lift capability allows for a 60% reduction in dry coolers and a noise reduction of up to 20 dBA, addressing noise limits in large data centers [3] Group 3: Design and Installation Benefits - The compact single driveline design reduces failure points by 50% and has a footprint nearly 30% smaller than most alternatives, facilitating easier retrofits into existing spaces [4][7] - The chiller is designed to simplify installation and service, which is critical amid skilled labor shortages [4] Group 4: Manufacturing and Distribution - The YK-HT chillers will be manufactured in San Antonio, Texas, and Wuxi, China, with plans for global distribution supported by dedicated service teams [5]

Core Insights - Trane Technologies and Garrett Motion have announced a strategic collaboration to develop oil-free centrifugal compressor technology for commercial HVAC applications [1][2][3] Group 1: Collaboration Details - The partnership combines Trane's expertise in Commercial HVAC systems with Garrett's advanced oil-free high-speed centrifugal compressor technology, which has shown significant energy efficiency improvements [2][4] - The companies will jointly develop compressor solutions for various Trane systems, including rooftop units and modular chillers, with field testing and production set to begin in 2026 [3][4] Group 2: Innovation and Sustainability - This collaboration aims to enhance energy efficiency and support decarbonization goals, reflecting both companies' commitment to sustainable HVAC solutions [4][5] - The partnership will also explore future applications for high-speed centrifugal technologies in smaller HVAC systems and emerging cooling needs [4]

Core Viewpoint - Legend Power Systems Inc. is positioned to capitalize on the growing demand for power optimization solutions due to alternative energy growth, grid issues, and increasing power costs, with a strong revenue growth outlook over the next 3-5 years [2] Financial Highlights - Q4 F2025 revenue was CAD 690,284, a decrease of 2% from CAD 705,335 in Q4 F2024; total revenue for the year ended September 30, 2025, was CAD 1,680,052, down 10% from CAD 1,872,973 in fiscal 2024 [4][5] - Cost of sales for Q4 F2025 was CAD 516,646, down 7% from CAD 558,276 in Q4 F2024; for the year, it increased by 10% to CAD 1,287,059 from CAD 1,170,121 [4] - Gross margin for Q4 F2025 improved to 25% from 21% in Q4 F2024, while the annual gross margin decreased to 23% from 38% in fiscal 2024 [4][8] - Operating expenses for Q4 F2025 were CAD 652,188, a significant reduction of 33% from CAD 976,967 in Q4 F2024; for the year, operating expenses decreased by 9% to CAD 3,670,725 from CAD 4,014,333 [4][9] - Net loss for Q4 F2025 was CAD 481,441, a 42% improvement from a loss of CAD 832,475 in Q4 F2024; the annual net loss remained stable at CAD 3,291,800 compared to CAD 3,303,509 in fiscal 2024 [4][10] Operational Highlights - The Green Proving Ground program for the U.S. General Services Administration is progressing well, with strong sales activity from both repeat and new customers [7] - The company is engaged in active sales processes with top firms in the Commercial Real Estate sector, with over 196 buildings in active sales cycles for more than 400 potential SmartGATE installations [7]

Core Thesis - Carrier Global Corporation is positioned as a high-quality industrial franchise with strong demand and favorable long-term growth drivers, despite facing near-term cyclical pressures in residential HVAC [2][3]. Company Overview - Carrier Global Corporation specializes in intelligent climate and energy solutions across various regions, including the United States, Europe, and Asia Pacific [2]. - The company has undergone a strategic transformation, exiting its Fire & Security and Commercial Refrigeration businesses to focus solely on HVAC and climate solutions [2]. Market Position and Growth Drivers - The company's refined focus aligns with long-term trends in energy efficiency, sustainability, and infrastructure modernization [3]. - Although residential demand is expected to soften through 2025, Carrier's commercial segment is anticipated to perform strongly, driven by AI-driven data center expansion and the demand for high-efficiency cooling systems [3]. - Tightening global environmental regulations and the increasing adoption of heat pumps are expected to create a multi-year replacement cycle that is resilient and largely non-discretionary [3]. Investment Strategy - Selling the March 2026 $50 puts indicates confidence in Carrier's business fundamentals and provides downside protection, as this level aligns with the company's 52-week low [4]. - The implied entry price of $49.20, after collecting an $0.80 premium, offers a significant margin of safety compared to the current share price of approximately $57.30 [5]. - The investment strategy is designed to capitalize on Carrier's evolution into a leading climate and energy solutions provider, which the market may currently undervalue [5].

Hi everybody and welcome to our ask the expert session on the 2026 state of AI infrastructure report. I'm Stephanie Gard with DDN and I'll be moderating today's conversation. DDN in collaboration with Google Cloud and Cognizant partnered with research organization Vansenborn to survey 600 IT and business leaders across US enterprises.And the message is loud and clear. AI success is no longer determined by algorithms or budgets. It's determined by infrastructure.Today we're unpacking these findings with Jaso ...

Core Insights - Thermal Energy International Inc. reported record revenue and gross profit for Q2 2026, with a significant increase in adjusted EBITDA, highlighting strong operational execution and demand for its solutions [2][5][6] Financial Performance - Revenue for Q2 2026 reached $10.2 million, a 17% increase year-over-year, driven by heat recovery projects and GEM [5][6] - Gross profit also hit a record of $4.0 million, resulting in a gross margin of 39%, up from 33% in Q2 2025 [4][5] - Adjusted EBITDA surged by 202% to $814 thousand, while net income rose dramatically by 2,133% to $618 thousand compared to the same quarter last year [6][8] - Operating expenses increased by $605 thousand due to one-time costs and higher salary expenses, but were offset by increased revenues [7][10] Order Backlog and Business Outlook - The order backlog as of November 30, 2025, was $15.0 million, a 16% increase from the previous year, with orders received in Q2 totaling $5.9 million [11][12] - Subsequent to the quarter end, the company secured an additional $6.5 million in new orders, raising the current backlog to $21.5 million as of January 26, 2026 [12] Balance Sheet and Financial Health - The company reported a cash position of $2.0 million and working capital of $3.4 million at the end of the quarter, with negligible bank debt after repaying $130 thousand on a term loan [4][6]

Core Insights - Duke Energy is actively restoring power to customers affected by Winter Storm Fern, with over 131,000 customers restored as of January 26, 2026 [2][3] - The company is providing energy efficiency tips to help customers manage increased energy use due to colder-than-normal temperatures [5][8] Power Restoration - As of January 26, 2026, Duke Energy has restored power to 131,059 customers, with 21,976 still without power [2][3] - North Carolina accounts for 93,609 restorations and 10,554 outages, while South Carolina has 37,450 restorations and 11,422 outages [3] - Most outages are expected to be resolved by the end of the day, although some areas may experience delays due to road conditions [2][8] Customer Base and Service - Duke Energy serves approximately 4.7 million electric customers in the Carolinas, with about 3.8 million in North Carolina and nearly 860,000 in South Carolina [3][6] - The company is one of America's largest energy holding companies, with a total energy capacity of 55,100 megawatts [6] Energy Transition and Efficiency - Duke Energy is focused on an ambitious energy transition, investing in electric grid upgrades and cleaner energy sources, including natural gas, nuclear, renewables, and energy storage [7] - Customers are encouraged to implement energy-saving measures, such as adjusting thermostats, checking air filters, and utilizing natural sunlight for heating [5][8]

Core Insights - Carlisle Companies specializes in waterproofing, roofing, and insulation products essential for the construction industry, ensuring projects are completed on time and remain durable over time [1] - The company has distinguished itself with high-quality products and has a strong historical stock performance, making it a candidate for investment portfolios [2] Industry Dynamics - Carlisle's business is cyclical, closely tied to the construction industry, experiencing revenue declines during economic downturns, such as the 2009 financial crisis and the 2020 COVID-19 pandemic, but has consistently recovered to set new sales records [4] - Long-term trends indicate significant growth, with revenue quadrupling from 2010 to 2024 and adjusted EBITDA increasing nearly eightfold during the same period, while EBITDA margins have nearly doubled [5] Competitive Advantage - The company's success is attributed to its ability to adapt to updated building codes and increased demand for energy-efficient and weather-resistant materials, driven by more severe weather events [6][8] - Carlisle's specialized products have become increasingly important due to regulatory changes and customer demand for longer warranty periods, contributing to substantial profits [7]

Core Insights - 3 E Network Technology Group Limited is accelerating its strategic deployment in Finland to establish high-density computing infrastructure aimed at supporting AI and high-performance computing workloads [1][4] - The initiative leverages Finland's reliable and low-carbon power grid, which includes a diversified energy mix of nuclear, hydroelectric, and wind generation, aligning with global sustainability objectives [2][4] Group 1: Strategic Deployment - The company plans to commence construction and phased delivery of computing infrastructure in Finland, building on existing data center cooperation agreements and land lease arrangements [1][4] - The strategic acceleration is supported by previously secured site access and cooperation arrangements, facilitating the conversion of agreements into deployable computing capacity [4][5] Group 2: Energy Efficiency and Sustainability - 3 E Network aims to establish a scalable computing platform that supports continuous, high-availability AI operations while focusing on energy efficiency and carbon considerations [2][3] - The company's architecture is designed to accommodate rack power densities between approximately 50kW to 100kW, aligning with advanced AI and HPC workload requirements [6] Group 3: Future Plans and Collaborations - As the Finland project progresses, the company intends to evaluate further opportunities across the Nordic region and explore collaborations with local utilities and energy partners [5] - The company is focused on integrating advanced computing and cooling technologies with an established power grid rather than developing energy assets independently [5]

Core Insights - Orion Energy Systems, Inc. has increased its FY 2026 revenue guidance to a range of $84 million to $86 million, up from a previous estimate of approximately $84 million, and anticipates positive net income in FY26 Q3 with expected revenue of around $21 million [3][4] - The company has secured a new large-scale LED exterior lighting project with a leading international retail chain, expected to generate approximately $14 million to $15 million in revenue, starting in FY26 Q4 [1][2] - Orion expects to achieve positive adjusted EBITDA on revenue between $95 million and $97 million in FY 2027, attributing growth to increased orders from enterprise customers and recent cost-structure improvements [4] Revenue and Contracts - The new LED exterior lighting project follows a three-year renewal of a major LED lighting maintenance contract with the same enterprise customer, valued between $42 million and $45 million, covering maintenance for over 2,000 stores [2] - The company has achieved positive adjusted EBITDA for five consecutive quarters and expects to maintain this trend for the full FY 2026 [3] Future Outlook - Orion's heightened expectations for growth and profitability are linked to increasing orders from enterprise customers and improvements in its cost structure [4] - The company is focused on expanding its scope of work with large enterprise customers, indicating potential for further revenue growth [3]