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The order increase gives the AI infrastructure buildout a concrete thermal-equipment demand marker, though it does not reveal the size of Carrier’s data-center revenue.
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Carrier’s latest quarter delivered a strong AI-infrastructure demand signal: data-center orders increased more than 300%. That is evidence of rising thermal-equipment demand as operators deploy denser, hotter systems, but it is not an operating result, and Carrier did not disclose data-center revenue or indicate whether the growth rate will persist.
Carrier generated $21.7 billion in sales last year, with nearly 30% from parts and services.
Data-center revenue remains undisclosed, limiting estimates of AI-related sales, margins, or backlog.
Carrier expects about $2 billion in free cash flow this year and returned roughly $640 million in Q2.
AI data centers need cooling as well as chips and power. The clearest new evidence is an order figure, not an operating result: CNBC reported that Carrier Global’s data-center orders rose more than 300% in the latest quarter. The increase signals that thermal equipment is part of the AI construction cycle.
Data centers produce substantial heat, making cooling more important as operators install more powerful chips. Carrier sells residential HVAC systems, heat pumps and large commercial cooling systems. CNBC ranks it No. 1 in residential HVAC and No. 3 in commercial HVAC in the Americas.
The jump is a current demand indicator, not proof of a lasting data-center growth rate. Carrier did not disclose a data-center revenue total in CNBC’s account, leaving the business’s present sales contribution unclear.
Investor Jenny Harrington recently bought more Carrier shares after the stock fell to around $58. She disclosed that she owns Carrier through Gilman Hill Asset Management and argues that the investment does not depend solely on AI-data-center demand.
Carrier has reshaped its portfolio by acquiring European heating company Viessmann and selling its fire and security and commercial refrigeration businesses. The company expects about $2 billion in free cash flow this year, which is guidance. It returned about $640 million through dividends and buybacks in the second quarter. Together, those financial measures frame the investor case, while the data-center order figure is the new AI-specific evidence.
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