Generac CEO Aaron Jagdfeld on powering data centers and size of the market
Aaron Jagdfeld, Generac chairman, president and CEO, joins 'Power Lunch' to discuss powering AI data centers and the data center boom, power demand, and more.
Chairman, President & Chief Executive Officer, Generac
Search every verified Aaron Jagdfeld interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Aaron Jagdfeld, chairman, president and CEO of Generac, discussed the company's role in providing backup power for data centers during an October 9, 2026, appearance on CNBC's "Power Lunch." He stated that Generac had previously estimated the global market for data center backup power at $14 to $17 billion during its March investor day, but he said the company now believes that estimate was too low, possibly by a factor of two or three. Jagdfeld said the U.S. market alone is likely closer to $15 to $20 billion, and he noted Generac had projected $1 billion in data center sales by 2028. Jagdfeld also described the technology used in Generac's backup generators, noting that they rely on diesel engines and copper windings, a method he said has not fundamentally changed in over a century. He emphasized the importance of uninterrupted power for data center operators, citing financial penalties under service level agreements for downtime as a key driver of demand for backup power systems.
Aaron Jagdfeld, Generac chairman, president and CEO, joins 'Power Lunch' to discuss powering AI data centers and the data center boom, power demand, and more.
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Full GENERAC HOLDINGS INC. (GNRC) Q2 FY26 earnings call — complete recording with CEO/CFO commentary and analyst ...
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Generac CEO Aaron Jagdfeld joins ‘Squawk on the Street’ to discuss the company’s global supply agreement to provide generators to a major hyperscaler, how the deal could transform the business, and more.
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