With residential HVAC slumping, data centers are driving growth — but new chip designs, local resistance, and even space-based alternatives raise questions about whether that boom will last.

The continued expansion of data centers—driven by cloud adoption, artificial intelligence (AI), and high-performance computing—is reshaping how investors evaluate infrastructure risk and opportunity.

LG Electronics Advances Cooling for AI Data Centers Secures chiller deals in U.S., Saudi Arabia, targeting 1 trillion won ...

There is a moment when a company’s transformation stops being a story and starts being a scoreboard. For Carrier Global (NYSE ...

JPMorgan’s Stephen Tusa just initiated coverage of SPX Technologies SPXC with an Overweight rating and a $260 price target, and the signal is unambiguously bullish. The thesis is straightforward: SPX ...

State-of-the-art R&D test lab to accelerate development of next-generation cooling technologies for hyperscale data centers and traditional HVAC markets, with full lab completion planned for 2027.

Carrier QuantumLeap solutions enable customers to manage data center cooling as an integrated system rather than a standalone ...

Q4 2025 earnings call recap: 2026 guidance, 20% EBITDA growth target, HVAC/data center expansion, acquisitions & risks.

Engineering considerations, operational benefits and long-term prospects for sustainable cooling in data center environments.

The United States HVAC (heating, ventilation and air conditioning) market is experiencing strong multi-year growth, driven by rising energy efficiency demands, the adoption of smart technology, ...