February 24, 2026
35 GW Pre-Leased, 107-Week Lead Times, Zero Margin for ErrorGenerac holds a de facto monopoly on Baudouin distribution in the U.S. datacenter market.
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Generac
Generac manufactures backup power generators and energy storage systems widely used in Texas datacenters to provide uninterruptible power supply during grid outages.
Referenced in 1 briefingLast referenced: February 24, 2026
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