Two of the leading HVAC manufacturers announced earnings within days of each other that were similar in both results and outlook with strong commercial propelled by data centers but facing cost pressures. Let’s take a look in more detail…. Carrier Global Carrier Global, the Florida headquartered multinational HVACR, fire and security equipment manufacturer, announced earnings … [Read more...] about Carrier and Trane Q2 Results: Data Centers Drive Record Backlogs Amid Rising Input Costs
Data Center
The AI Boom Exposing the HVACR Industry
TL;DR: The AI buildout is creating a cooling challenge the HVAC/R industry cannot treat like traditional comfort applications. As rack densities rise and heat loads intensify, success will depend on precision design, verified commissioning, tighter field execution, and much better training. In the author’s view, the industry’s biggest risk is not demand—it is assuming “good … [Read more...] about The AI Boom Exposing the HVACR Industry
