Generac lands a $2.4 billion Amazon data-center supply agreement.

Initial generator deliveries for Amazon data centers are expected to total about $2.4 billion in 2027 and 2028.

By TomorrowNews · AI-assisted briefing
Source published 16 Sept 2026 · Briefing published 17 September 2026

AI-generated illustration. Conceptual data-center racks and unbranded backup generators; not an Amazon facility or Generac equipment. — AI-generated illustration — not a photograph of the event. Conceptual data-center racks and unbranded backup generators; not an Amazon facility or Generac equipment. · TomorrowNews / AI-generated illustration

Amazon agreed to buy roughly $2.4 billion of backup generators from Generac for initial delivery in 2027 and 2028, according to a regulatory filing reported by Reuters. The equipment is intended for Amazon data centers.

Generac also issued Amazon’s investment arm a warrant for as many as 1.69 million shares at $200.93 each. About 307,954 shares vested immediately; the rest are tied to generator purchases that could reach $8 billion. The warrant runs through September 2033.

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