Nasdaq: AIRJ
AirJoule Technologies Corporation (Nasdaq: AIRJ) is a water and cooling technology platform that seeks to free the world of its water and energy constraints. The company is commercializing its proprietary AirJoule technology for atmospheric water generation and dehumidification through a joint venture with GE Vernova. AirJoule Technologies also owns BitSink, a U.S. manufacturer of cooling, power distribution and modular infrastructure for AI and high-performance computing data centers.
Latest
BitSink acquisition
Closed on September 10, 2026. Press release, investor presentation and webcast replay.
Second quarter 2026 results
Reported August 13, 2026. Release, presentation, call replay and Form 10-Q.
Upcoming events
Conference appearances and the next earnings date, as scheduled.
Two businesses, one thesis
AI compute turns electricity into heat, and the cooling, power and water constraints that follow are gating new data center capacity. AirJoule Technologies addresses all three. BitSink is a consolidated operating business with revenue, customer relationships and more than 220 MW of cooling and power equipment deployed across North America. The AirJoule joint venture with GE Vernova is commercializing a proprietary water technology with its first European data center deployment planned for the fourth quarter of 2026. Together they position the company for a differentiated cooling and water platform for high-density computing.
$45M
Cash at August 31, 2026, before the BitSink transaction; no debt
220+ MW
BitSink equipment deployed across North America
2,000 L/day
AirJoule Prime design specification
50/50
Joint venture with GE Vernova
BitSink and AirJoule JV – Accounting Treatment
BitSink is a wholly owned subsidiary and its results are consolidated from the September 14, 2026 closing date, with the first partial quarter reported in the third quarter of 2026. The AirJoule joint venture is 50 percent owned and accounted for under the equity method, so its revenue does not appear on the AirJoule Technologies income statement; the company’s share of the joint venture’s results appears as a single line. Both are described in the company’s Forms 10-Q and 10-K.
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Tom Divine, Vice President, Investor Relations and Finance.
