$AMZN just signed a major long-term supply agreement with Generac for backup generators across its data centers. Initial deliveries are expected to total $2.4B in 2027 and 2028, while the broader agreement could support as much as $8B in purchases over time. Amazon also received warrants to buy up to 1.69M Generac shares at roughly $200.93 per share. The bigger takeaway: The AI buildout is about a lot more than GPUs. $AMZN is locking down the power and infrastructure AWS will need to keep scaling for years.
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Leo @l3onel · 2h
I heard about that on bloomberg radio, lets gooo amzn
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