Generac Secures $2.4B Data Center Supply Agreement with Amazon

Key Facts

1Generac signed a long-term agreement to supply backup generators for Amazon data centers.

2Initial deliveries are expected to total approximately $2.4 billion in 2027 and 2028.

In a move reflecting the surging demand for cloud computing infrastructure, Generac Holdings Inc. has entered into a strategic long-term supply agreement with Amazon. According to reports, Generac will supply backup generators to support the ongoing expansion of Amazon's data center footprint. Initial deliveries under this contract are expected to total approximately $2.4 billion across 2027 and 2028, providing significant long-term revenue visibility for the power equipment manufacturer.

This partnership highlights the critical need for big tech firms to secure reliable power solutions for their infrastructure, positioning Generac as a key player in the data center equipment sector. Per market data, GNRC shares closed at $175.03 (close September 15, 2026), while AMZN shares stood at $247.635 (close September 16, 2026). The scale of the deal underscores the technical confidence Amazon has placed in Generac's industrial power solutions.

Monitoring current price levels, GNRC reached a session high of $180 on September 15, while AMZN traded between $246.69 and $249.26 on September 16, 2026. With no immediate sector-specific catalysts in the upcoming economic calendar, investors will likely focus on further execution details and potential contract expansions in the companies' forthcoming regulatory filings.