GNRC News & Events

Generac Power Systems and EPC Power, a leading U.S.-based manufacturer of advanced grid-forming power conversion systems, announced their engagement to deploy fully integrated energy solutions for the data center market. These systems will feature Generac SBE Block battery systems, Generac ARC Controller and EPC Power M-System inverters to create the ecosystem required by today's AI data center infrastructure developers and owners. The integrated energy solution from Generac and EPC Power will address both customer demand for energy innovation and grid operatoremergingrequirements for interconnection to deliver the power requirements necessary to meet this unprecedented data center growth. Generac willutilizeEPC Power's inverters alongside its battery system and advanced controllers to deploy fully integrated solutions capable of ultra-fast response times, enabling load smoothing for AI data center applications with ride-through and recovery capabilities to meet utility requirements and provide continuity during grid disturbance events.

Hunterbrook said it "dug into the permits for OpenAI's Stargate data center in Abilene, Texas. Buried on pages 42 and 43: 28 emergency backup generators powered by Baudouin - a French engine brand almost no one sells in America. Except Generac (GNRC)." According to a recently published report by Hunterbrook, "Baudouin - a French engine brand owned by Chinese conglomerate Weichai Group. Baudouin makes the engines that are the key component of multi-megawatt backup generators like those used in major data centers, and in the United States, they are distributed most prominently as part of the new integrated generator systems put together by Generac. One of Baudouin's customers? The Stargate data center in Abilene, the crown jewel of the $500 billion AI buildout from SoftBank (SFTBY), OpenAI, Crusoe, and Oracle (ORCL). This is according to an obscure section of a Texas air permit reviewed by Hunterbrook. Buried on pages 42 and 43: 28 emergency backup generators powered by Baudouin." Based on Hunterbrook Media's reporting, Hunterbrook Capital is "long $GNRC and short a basket of comparable securities at the time of publication."