Generac CEO Aaron Jagdfeld on powering data centers and size of the market

1 SOURCE CONFIRMED · FIRST SEEN 2026-10-09 19:16 UTC

KINDVideo

DIRECTION▲ Bullish

SOURCES1

ENTITIES4

STORY SIZESTANDALONE

FIRST SEEN2026-10-09 19:16 UTC

LAST UPDATE2026-10-09 19:16 UTC

STATEactive

01 THE MACHINE READ

WHY IT MATTERS.

Data-center power demand supports generators and grid equipment as AI buildout strains electricity supply.

AI power demand fuels equipment makers

CATALYST TO WATCH

Data-center capex and power contracts

MAIN RISK

AI capex slowdown cuts power orders

FULL DISPATCH

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.

02 THE STORY SO FAR

THE RECORD, IN ORDER.

STANDALONE ITEM — NOT YET FOLDED INTO A DEVELOPING STORY.

03 WHO'S INVOLVED

ENTITIES ON FILE.

SUBJECTGenerac · GNRC

AFFECTEDGE Aerospace · GE

AFFECTEDAI

AFFECTEDFirst Trust Smart Grid ETF · GRID

04 RECEIPTS

THE SOURCE RECORD.

1 SOURCES CONFIRMED

№ 01youtubeyoutube.com · PRIMARY2026-10-09 19:16 UTCOPEN RECEIPT →

05 PROPAGATION

WHAT THIS TOUCHES.

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13F holdings filing: GE — AVITY INVESTMENT MANAGEMENT INC.2026-10-09 00:00 UTC

KEEP READING THE MACHINE

OPEN THE MACHINE →THE PREDICTION LEDGER →

Summaries are generated and may contain errors — every claim links its sources.