AMZN · News · 20260918N

Data-Center Power Deals

AMAZON COM INC · 2026-09-18 · Importance 46 · Surprise 42

Amazon agreed to a $2.4 billion data-center backup-power deal with Generac, with potential expansion to $8 billion. The arrangement is intended to support reliable electricity for Amazon’s high-density AI computing clusters as regional grids face capacity constraints. The commitment increases Amazon’s data-center infrastructure spending and exposure to power availability and energy costs.