GNRC · 8-K · 20261028PR033685
AI Data Center Demand
GENERAC HOLDINGS INC. · 2026-10-28 · Importance 64 · Surprise 42
Generac reported significant momentum in C&I, with core segment sales growth primarily driven by ramping revenue from products sold into the global data center market. Its data center product backlog reached approximately $4.5 billion, supported by commitments from new and existing customers. A long-term supply agreement with Amazon covers backup power generators for its data centers, with initial deliveries expected to total a combined $2.4 billion in 2027 and 2028. Generac said it is executing previously announced capacity expansion plans to serve this demand.