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AirJoule Technologies and the Net Zero Innovation Hub for Data Centers Announce Strategic Collaboration to Deploy Heat-To-Water Technology in Data Centers

(Very Positive)
Tags
partnership

AirJoule Technologies (Nasdaq: AIRJ) and the Net Zero Innovation Hub for Data Centers announced a strategic collaboration to explore integrating data center waste heat into heat-to-water systems. The partners plan future deployment and validation of an AirJoule Prime system at a Hub member data center site in 2026 for real-world testing.

The collaboration focuses on assessing how heat-to-water technology could support resource-efficient data center operations and heat reuse strategies, especially where district heating is unavailable. AirJoule’s thermodynamic process is designed to convert low-grade waste heat into usable water within industrial and infrastructure environments. The initiative is part of the Hub’s broader Heat-to-X and heat reuse work, building on AirJoule’s prior participation in the Net Zero Start-up Hub to align its water-from-air technology with data center requirements.

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Positive

  • None.

Negative

  • None.

Market Context

AIRJ had 16.82% short interest in the current risk context. The announcement describes planned valid...
Analysis

AIRJ had 16.82% short interest in the current risk context. The announcement describes planned validation, while net selling and the active S-3 shelf are risks; deployment results are the key watch item.

Key Figures

Planned deployment year: 2026 Hub program cohort: 1st cohort
2 metrics
Planned deployment year 2026 AirJoule Prime system at a Hub member data-center site
Hub program cohort 1st cohort Net Zero Start-up Hub

Previous Partnership Reports

5 past events · Latest: Jul 21 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 21 Exclusive sales partnership Positive +22.0% Kubota partnership included two purchased Core systems and planned residential pilot deployments.
Feb 02 Middle East distribution partnership Positive +0.9% TenX received exclusive distribution rights across six Middle East countries.
Dec 19 Residential water collaboration Positive -1.2% Red Dot Ranch collaboration planned off-grid residential water-system testing in California.
Oct 07 Army research collaboration Positive -0.7% Three-year CRADA paired Army waste-heat recovery with AirJoule water generation.
Sep 25 Data-center innovation partnership Positive +3.5% AirJoule joined the Hub to demonstrate waste-heat water harvesting for data centers.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Partnership-tagged events recorded an average 4.91% 24-hour move, with both positive and negative reactions.

Key Terms

thermodynamic process, heat-to-x
2 terms
thermodynamic process technical
"through a thermodynamic process that integrates with industrial and infrastructure environments"
A thermodynamic process is any change in a system’s heat, work, or internal energy as it moves between states, described by variables like temperature, pressure, and volume. It matters to investors because how efficiently energy or heat is converted and managed affects operating costs, product performance, safety and regulatory compliance for companies in energy, manufacturing, chemicals and biotech; think of it like how well a car engine converts fuel into motion, which influences fuel bills and reliability.
heat-to-x technical
"broader work on heat reuse and Heat-to-X solutions"
Heat-to-x is the process of capturing thermal energy—from waste heat, industrial processes, or dedicated heat sources—and converting it into other usable energy carriers or products, such as electricity, hydrogen, steam, or chemical feedstocks. Think of it like using leftover oven heat to run a different appliance: it describes technologies and projects that repurpose heat into new forms, which affects the potential revenue, efficiency, and asset value tied to energy systems.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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RONAN, Mont. and FREDERICIA, Denmark, Aug. 18, 2026 (GLOBE NEWSWIRE) -- AirJoule Technologies Corporation (Nasdaq: AIRJ) (“AirJoule”) and The Net Zero Innovation Hub for Data Centers (the “Hub”) today announced a strategic collaboration to explore how waste heat from data center operations can be integrated into heat-to-water systems.

The collaboration includes plans for future deployment and validation of an AirJoule Prime system at a Hub member site in 2026, enabling real-world testing within a commercial data center environment.

As part of the strategic collaboration, AirJoule and the Hub will jointly assess how heat-to-water technology could contribute to future resource-efficient data center operations and heat reuse strategies. As the data center industry explores heat reuse models, there is growing interest in how waste heat can support broader resource recovery systems and create value beyond the data center fence. AirJoule's technology is designed to convert low-grade waste heat into usable water through a thermodynamic process that integrates with industrial and infrastructure environments.

The initiative forms part of the Net Zero Innovation Hub for Data Centers’ broader work on heat reuse and Heat-to-X solutions. AirJoule participated in the first cohort of the Net Zero Start-up Hub, where it worked directly with leading operators and industry experts to align its water-from-air technology with the specific requirements of the data center industry.

“Not all data centers have access to district heating infrastructure, which is why we need to explore other ways to create value from the heat they generate,” said Alberto Ravagni, CEO of the Net Zero Innovation Hub for Data Centers. “Through our Heat-to-X workstream, we are working with AirJoule and our members to validate heat-to-water as one potential pathway for turning otherwise untapped heat into a useful resource and creating positive impact for communities beyond the data center fence.”

“When we joined the Net Zero Start-Up Hub earlier this year, our objective was to move AirJoule from demonstration toward deployment inside a working data center. This collaboration delivers on that objective. By installing an AirJoule Prime system at a Hub member site, we will validate how waste heat from data centers can be converted into a usable water resource at commercial scale,” said Matt Jore, Chief Executive Officer of AirJoule Technologies.

About AirJoule Technologies Corporation

AirJoule Technologies Corporation (NASDAQ: AIRJ) is a leading platform technology that unleashes the power of water from air. Through its joint venture with GE Vernova and in partnership with Carrier Global Corporation, the company’s purpose is freeing the world of its water and energy constraints by delivering groundbreaking sorption technologies. For more information, visit https://airjouletech.com.

Follow AirJoule Technologies on LinkedIn: https://www.linkedin.com/company/airjoule-tech/

About the Net Zero Innovation Hub for Data Centers

The Net Zero Innovation Hub for Data Centers unites leaders of the data center industry to accelerate the deployment of advanced net zero solutions. Led by APL, Danfoss, Data4, Google, Microsoft, Schneider Electric, and Vertiv, the Hub de-risks innovation by removing technical, commercial, regulatory, and financial risks.

Through a unique and structured collaborative innovation methodology, its goal is to support sustainable data center growth while enabling the transition toward a net-zero future.

Forward-Looking Statements

The information in this press release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of present or historical fact included in this press release, regarding AirJoule Technologies and its future financial and operational performance, as well as its strategy, future operations, estimated financial position, estimated revenues, and losses, projected costs, prospects, plans and objectives of management are forward-looking statements. When used in this press release, including any oral statements made in connection therewith, the words “may,” “should,” “will,” “expect,” “might,” “plan,” “anticipate,” “could,” “intend,” “target,” “goal,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “potential,” “positioned,” “seek,” “would” or “continue” the negative of such terms and other similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These forward-looking statements are based on management's current expectations and assumptions about future events and are based on currently available information as to the outcome and timing of future events. Except as otherwise required by applicable law, AirJoule Technologies expressly disclaims any duty to update any forward-looking statements, all of which are expressly qualified by the statements herein, to reflect events or circumstances after the date of this press release.

AirJoule Technologies cautions you that these forward-looking statements are subject to numerous risks and uncertainties, most of which are difficult to predict and many of which are beyond AirJoule Technologies' control. These risks include, but are not limited to, our ability to implement business plans and forecasts, including the ability to develop, deploy and commercialize our technology and equipment, risks related to our arrangements with strategic partnerships and other third parties; the availability and cost of materials needed to develop, deploy and commercialize our technology and equipment, our status as an early stage company with limited operating history, and the other risks and uncertainties described in our SEC filings including the “Risk Factors” section of our most recent Annual Report on Form 10-K and any subsequently filed Quarterly Reports on Form 10-Q. Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements. Should one or more of the risks or uncertainties described in this press release occur, or should underlying assumptions prove incorrect, actual results and plans could differ materially from those expressed in any forward-looking statements. AirJoule Technologies' SEC filings are available publicly on the SEC's website at www.sec.gov, and readers are urged to carefully review and consider the various disclosures made in such filings.

Contacts

AirJoule Technologies
Tom Divine, Vice President, Investor Relations and Finance
investors@airjouletech.com

Net Zero Innovation Hub for Data Centers
Christine Kjær Jacobsen, Director of Communications & Community Engagement
chja@netzerodatacenters.com


FAQ

What did AirJoule Technologies (NASDAQ: AIRJ) announce with the Net Zero Innovation Hub for Data Centers on August 18, 2026?

AirJoule Technologies announced a strategic collaboration with the Net Zero Innovation Hub to explore using data center waste heat in heat-to-water systems. According to AirJoule, the partnership includes plans to deploy and validate an AirJoule Prime system at a Hub member site in 2026.

How will AirJoule’s heat-to-water technology be tested in data centers under the AIRJ collaboration?

The technology will be tested via future deployment of an AirJoule Prime system at a commercial data center operated by a Hub member. According to AirJoule, this real-world validation aims to show how low-grade waste heat can be converted into usable water at commercial scale.

What is the role of the Net Zero Innovation Hub for Data Centers in the AirJoule (AIRJ) partnership?

The Net Zero Innovation Hub will collaborate with AirJoule to assess heat-to-water technology for resource-efficient operations and heat reuse. According to the Hub, this work sits within its broader Heat-to-X initiatives and involves engagement with member data center operators and industry experts.

Why is heat-to-water technology important for data centers without district heating, according to the Net Zero Innovation Hub?

The Hub views heat-to-water as one potential pathway to create value from data center heat where district heating is unavailable. According to the Hub, validating heat-to-water could help turn otherwise untapped heat into a useful resource that benefits communities beyond the data center fence.

How does the AirJoule Prime system work within industrial or data center environments?

The AirJoule Prime system is designed to convert low-grade waste heat into usable water through a thermodynamic process. According to AirJoule, this process integrates with industrial and infrastructure environments, enabling heat-to-water applications that support resource recovery and potential heat reuse strategies in data centers.

What prior involvement did AirJoule (NASDAQ: AIRJ) have with the Net Zero Start-up Hub?

AirJoule participated in the first cohort of the Net Zero Start-up Hub, working with operators and experts to align its water-from-air technology with data center needs. According to AirJoule, this collaboration helped move the company from demonstration toward deployment inside a working data center.