AirJoule Technologies builds atmospheric water generation equipment, pulling water out of ambient air for cooling, water recovery and moisture control. Its first AirJoule Prime unit, rated at about 2,000 litres a day, was commissioned in June 2026 at the company’s Newark, Delaware plant, with a European data center deployment targeted for the fourth quarter of 2026. The company runs a joint venture with GE Vernova and a partnership with Carrier. In September 2026 it closed a $27 million acquisition of BitSink to move its technology into data center liquid cooling, where AI racks drawing 40 to 150 kW have pushed operators past what air handling can carry. Partners also include BASF and Pacific Northwest National Laboratory.
AirJoule Technologies runs four sites, each with a distinct role. Newark, Delaware handles product engineering and manufacturing. Wilmington, Delaware is the coating development centre of excellence. Schenectady, New York covers key component engineering and prototyping. Polson, Montana does advanced prototype engineering.
That split matters because the technology depends on a coating as much as on the machine. The underlying self-regenerating dehumidifier was conceived and patented by scientists at the U.S. Department of Energy’s Pacific Northwest National Laboratory; AirJoule holds the worldwide exclusive license and has signed a Strategic Project Partnership Agreement with PNNL for further development. BASF produces the engineered super-porous materials applied as a coating to the AirJoule contactors, the component that actually performs the water and energy harvesting, and has moved from prototype coatings to scaling for mass production.
The commercial structure is a set of regional joint ventures rather than a single sales organisation. The GE Vernova arrangement, formed in March 2024, is a 50/50 joint venture covering commercialisation and deployment; Bryan Barton, AirJoule’s Chief Commercialization Officer, serves as its president. Carrier signed a separate agreement in January 2024 to commercialise the technology into HVAC equipment in the Americas. A third 50/50 joint venture with CATL, the Li-ion battery manufacturer, trades as CAMT Climate Solutions and covers manufacturing and commercialisation across Asia, with its global sourcing work feeding deployments in other markets. Transition Equity Partners is also listed as a partner.
The company sells against four named applications: water from air, water recovery, cooling systems and moisture control. The industrial case rests on waste heat. Facilities that already produce low-grade waste heat can use it to drive the sorption process and get two outputs at once, distilled water and dehumidified air, both of which are inputs to data centre and advanced manufacturing operations. In HVAC use the pitch is different again: cutting energy draw and reducing or removing refrigerants from air conditioning systems.
The Prime unit was commissioned in Newark in May 2026 and has been running and being optimised there since. It was formally unveiled on 26 June 2026 at an event attended by Delaware Governor Matt Meyer and U.S. Senator Chris Coons, alongside New Castle County officials and Delaware Prosperity Partnership staff. The European deployment is a collaboration with the Net Zero Innovation Hub for Data Centers. AirJoule trades on Nasdaq under AIRJ; Matt Jore is founder and chief executive, and Pat Eilers is executive chairman.
