AMZN · News · 20260917N

Data-Center Power Agreements

AMAZON COM INC · 2026-09-17 · Importance 52 · Surprise 42

Amazon entered a long-term supply agreement with Generac to provide backup generators for its expanding data-center network. Initial deliveries are expected to total approximately $2.4 billion in 2027 and 2028, while qualifying payments under the broader relationship could reach $8 billion. The agreement supports Amazon’s data-center capacity expansion and gives Generac exposure to the rapidly growing hyperscale infrastructure market. Generac is expanding production capacity, while competing suppliers include Cummins and Caterpillar.

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