Cooling and HVAC
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Vertiv’s growth meets the delivery wall
Vertiv reported 24% quarterly sales growth but said supply congestion and phased project execution shifted revenue, exposing the uneven conversion of AI demand into completed infrastructure.
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Efficiency cannot outrun Nebius’s emissions
Nebius reported efficient cooling and heat-reuse performance in 2025, while rapid infrastructure expansion lifted market-based Scope 1 and 2 emissions to 65,001 tonnes.
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Eaton’s order book catches the power surge
Eaton’s data centre electrical orders rose approximately 85% during the second quarter, as power distribution and thermal demand accelerated ahead of its wider markets.
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Live NHS retrofit replaces ageing power and cooling
Two NHS data centres have replaced UPS and air-handling equipment while remaining operational, with projected annual cooling savings of £32,305 and 58 tonnes of carbon.
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Data centre demand lifts Schneider’s 2026 ceiling
Schneider Electric has raised its revenue and earnings targets after data centre construction supported record first-half sales across energy management and services.
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Denser racks meet a thinner skills pool
Uptime Institute’s 2026 survey finds more facilities reaching 30kW rack densities while recruitment difficulties, outage costs, power constraints, and incomplete sustainability measurement persist.
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AI build-out swells the cooling backlog
Johnson Controls has raised its full-year earnings guidance after orders and backlog accelerated, with data centres and other mission-critical projects driving especially strong growth in the Americas.
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Cooling starts borrowing from waste heat
Johnson Controls has released an absorption chiller guide for AI data centres using on-site power and recoverable heat.
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Mocean sends AI racks to sea
Mocean Energy’s Blue Core concept would combine wave power, solar, storage, satellite links, and ocean cooling.
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The data centre drifts offshore
Bureau Veritas has granted approval in principle to Seatrium’s 30MW floating data centre concept.