LG Electronics USA has signed a long-term supply agreement with AIR Control Concepts to provide advanced chillers for AI data centres across the United States and Canada. The multi-year program will support projects exceeding 5 gigawatts of capacity, making it one of the largest cooling-specific commitments announced in the North American data-centre market this year.
AIR Control Concepts is a platform of more than 50 HVAC, electrical, service and controls companies with over 3,500 associates. It oversees large-scale infrastructure projects across the major North American data-centre hubs and counts leading global operators as customers. Under the agreement, LG moves beyond single-project bids to become a core infrastructure partner for AIR’s AI data-centre portfolio.
The product at the centre of the deal is LG’s air-cooled centrifugal chiller, which uses refrigerant free-cooling to draw on cool outdoor air and reduce compressor load. LG’s internal simulation suggests the approach can consume roughly 30 percent less energy annually than waterside free-cooling.
The scale of LG’s ambitions is notable. The company reported first-half 2026 data-centre cooling orders above US$428 million and expects orders to reach several billion dollars by year-end. It is also expanding into the Middle East and Indonesia, and expects to hit its 2027 chiller revenue target of roughly US$680 million ahead of schedule.
For Source Geothermal, the announcement confirms a trend the company has tracked closely: heat rejection is no longer a secondary engineering detail. When a single supply agreement is sized in gigawatts, thermal management has become a strategic asset class alongside power and connectivity.
Chillers still have to reject heat somewhere, and in hot climates that means more electricity for fans and compressors. Geothermal infrastructure can supply stable subsurface temperatures and baseload power to the same cooling loop, reducing both the energy and water burden of keeping AI campuses online. The LG–AIR agreement shows the demand; the next question is what sits beneath the chillers.
Source: LG Electronics USA, “LG Electronics USA Supply Agreement with AIR Aims to Advance AI Data Center Cooling Business in North America,” October 5, 2026.
