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Tesla just made home backup power ridiculously affordable in Texas 🇺🇸 Eligible Tesla Electric customers can now get TWO Powerwalls installed for just $35/month + tax in the first year That includes: • 2 Powerwalls • Backup power during outages • $0 installation cost • Storm Watch protection • Tesla Electric integration The normal lease starts at $122/month, but Tesla gives qualifying Tesla Electric Backup customers an $87 monthly credit....bringing it down to just $35 + tax in the first year When the grid goes down, you have access to the energy stored in your Powerwalls....and when backup isn’t needed, Tesla can use that distributed battery capacity to help support the grid

UBS: Supply Chain Lead Time Power Semiconductors: 6-12 months Backup Power Systems: 10-18 months Switch Gear: 10-18 months Power Transformers: 36-42 months Gas Turbines: 2-7 years $GEV $TXN $NXPI $ADI $WOLF $ON $STM

$GNRC up nearly 20% after signing a long term deal to supply backup power for $AMZN data centers that could be worth ~$8B. The deal gives Generac a major hyperscaler customer as Amazon keeps scaling the power infrastructure behind its data center buildout.

Tesla has released Vehicle-to-Home with Powerwall support for the Cybertruck. Your Tesla can now extend your home's backup power duration during an outage by sharing its battery with your Powerwall. Release Notes

$GNRC SIGNS UP TO $8B $AMZN DATA CENTER POWER DEAL Generac has entered into a long-term agreement to supply backup power generators for Amazon data centers, with aggregate payments under the deal potentially reaching $8 billion. Initial generator deliveries are expected to total about $2.4 billion across 2027 and 2028. As part of the agreement, Amazon received warrants to purchase up to 1.69 million Generac shares at $200.93 each. About 308,000 shares vested immediately, while the rest will vest in stages as Amazon’s payments to Generac increase toward the $8B threshold. The warrants can be exercised through September 2033. The deal gives Generac a major long-term customer as hyperscalers continue expanding data center capacity and the power infrastructure needed to support it.

Exclusive: SpaceX is changing how it builds xAI’s data centers, adding more backup power and cooling systems and testing them earlier. The overhaul could improve reliability while slowing the breakneck construction pace Elon Musk has touted as an advantage. Full story: