Generac signs Amazon data-center generator supply agreement and issues warrant
On September 16, 2026, Generac announced a long-term agreement to supply backup generators for Amazon data centers, with initial deliveries expected to total $2.4 billion in 2027 and 2028. In the related transaction, Generac issued an Amazon affiliate a warrant to purchase up to 1,693,745 Generac shares at $200.9266 per share, with vesting tied to qualifying generator-related payments or purchases of up to $8 billion.
The input provides direct, specific evidence of a new Generac-Amazon commercial transaction: a long-term agreement for backup generators, expected initial deliveries of $2.4 billion in 2027 and 2028, and an Amazon-affiliate warrant for up to 1,693,745 Generac shares tied to qualifying purchases or payments of up to $8 billion. This is forward-looking and materially relevant to Generac and Amazon, while remaining narrower than a broad macro or industry-wide shock. The exact transaction date is explicitly given as September 16, 2026, but the execution time is not, so the timestamp uses UTC midnight as a date-level estimate with reduced timestamp confidence. Only the directly involved public companies, GNRC and AMZN, are approved; other companies in the context are indirect read-throughs rather than clearly affected by this specific contract.
Generac announced a long-term supply agreement to provide backup power generators for Amazon data centers, with initial deliveries totaling $2.4 billion expected in 2027 and 2028.
In a related transaction, Generac issued a warrant to an Amazon affiliate for up to 1,693,745 shares at an exercise price of $200.9266, with vesting tied to generator purchase volumes up to $8 billion.
GENERAC $GNRC ISSUES AMAZON $AMZN A WARRANT FOR UP TO 1.693745M SHARES AT $200.9266
Generac agreed to supply up to $8 billion worth of generators for Amazon’s data centers and issued a warrant for a stake in the company, according to a filing.