Amazon Gets Generac Warrant Tied to Up to $8 Billion in Data-Center Generator Purchases
Generac issued Amazon a $201 warrant for 1.69 million shares and signed a long-term supply pact. $2.4B in deliveries is expected in 2027-28.
Generac issued Amazon a $201 warrant for 1.69 million shares and signed a long-term supply pact. $2.4B in deliveries is expected in 2027-28.
Investors worry about Baudouin engines in Generac’s 2.25–3.25 MW data-center units. Wells Fargo: mostly standby U.S.-assembled packages.
Generac secures a second global supply deal with a hyperscale data center customer, lifting its backlog to $1.6B and powering strong Q2 growth.
Generac shares surged 7.7% to $290 after signing a major global agreement to supply backup generators to a leading hyperscale data center operator.
Jefferies upgraded Generac on AI data center growth hopes, raising target to $302 on strong backup power demand outlook.