The 2026 HVAC Data Center Cooling Race — Chillers, Liquid Cooling, and What the AI Infrastructure Boom Means for HVAC Equipment Manufacturers
AI infrastructure buildout is creating unprecedented demand for advanced HVAC cooling solutions. Carrier, Trane, and Ecolab are all repositioning around the data center opportunity. Here is what the data center cooling race means for HVAC equipment manufacturers, contractors, and investors in 2026.