Amazon buys backup power generators for data centers
亞馬遜為數據中心購買備用發電機
更新於: 2026年9月18日 上午01:45
As of September 2026, Amazon has secured a major long-term supply agreement with Generac Holdings to support its rapidly growing data center infrastructure.
截至2026年9月，亞馬遜（Amazon）已與Generac Holdings簽訂了一份主要的長期供應合約，以支援其快速成長的資料中心基礎設施。
The deal, valued at an initial $2.4 billion for 2027 and 2028, could eventually reach $8 billion as Amazon scales its operations.
這筆交易最初價值為2027年及2028年的24億美元，隨著亞馬遜擴大其業務，總金額最終可能達到80億美元。
The partnership also includes an equity incentive, granting Amazon warrants to purchase Generac shares, linking the two companies' future success.
該合作夥伴關係還包括股權激勵條款，授予亞馬遜購買Generac股票的認股權證，將兩家公司的未來成功緊密相連。
The driving force behind this deal is the massive power requirement of artificial intelligence.
推動這項交易的背後動力是人工智慧（AI）對電力的巨大需求。
Modern data centers require constant, uninterrupted energy to process AI workloads, as even short outages can cause significant damage.
現代資料中心需要持續、不間斷的能源來處理AI工作負載，因為即使是短暫的停電也可能造成嚴重損害。
By locking in this supply, Amazon is protecting its cloud infrastructure against energy bottlenecks.
透過鎖定這項供應，亞馬遜正在保護其雲端基礎設施免受能源瓶頸的影響。
Analysts call this a 'pick and shovel' play, focusing on the foundational infrastructure necessary for AI rather than just the software.
分析師將此稱為「淘金鏟」（pick and shovel）策略，意指專注於AI所需的基礎設施，而非僅僅聚焦於軟體。
This agreement reflects a wider industry trend where tech giants secure long-term, reliable supply chains to ensure their global growth in the AI era.
這項協議反映了更廣泛的產業趨勢，即科技巨頭為確保其在AI時代的全球成長，正致力於建立長期、可靠的供應鏈。
