Hunterbrook Report Reveals OpenAI Data Center Uses Baudouin Generators
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy GNRC?
Hunterbrook said it "dug into the permits for OpenAI's Stargate data center in Abilene, Texas. Buried on pages 42 and 43: 28 emergency backup generators powered by Baudouin - a French engine brand almost no one sells in America. Except Generac (GNRC)." According to a recently published report by Hunterbrook, "Baudouin - a French engine brand owned by Chinese conglomerate Weichai Group. Baudouin makes the engines that are the key component of multi-megawatt backup generators like those used in major data centers, and in the United States, they are distributed most prominently as part of the new integrated generator systems put together by Generac. One of Baudouin's customers? The Stargate data center in Abilene, the crown jewel of the $500 billion AI buildout from SoftBank (SFTBY), OpenAI, Crusoe, and Oracle (ORCL). This is according to an obscure section of a Texas air permit reviewed by Hunterbrook. Buried on pages 42 and 43: 28 emergency backup generators powered by Baudouin." Based on Hunterbrook Media's reporting, Hunterbrook Capital is "long $GNRC and short a basket of comparable securities at the time of publication."
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Analyst Views on GNRC
Wall Street analysts forecast GNRC stock price to fall
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 225.370
Low
184.00
Averages
207.67
High
240.00
Current: 225.370
Low
184.00
Averages
207.67
High
240.00
About GNRC
Generac Holdings Inc. is a global designer, manufacturer, and provider of energy technology solutions. The Company provides power generation equipment, energy storage systems, energy management devices & solutions, and other power products serving the residential, light commercial, and industrial markets. The Company operates through two segments: Domestic and International. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment includes acquisitions not based in the United States and Canada. It designs and manufactures stationary, portable, and mobile power generators with single-engine outputs ranging between 800W and 3,250kW. Its residential automatic standby generators range in output from 7.5kW to 150kW, which predominantly operate on natural gas and liquid propane, and are permanently installed with an automatic transfer switch.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Generac Named Finalist for Wisconsin Manufacturer of the Year Award
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See More
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- Stock Market Performance: The S&P 500 remained just below the 7000 mark throughout February, indicating a period of stagnation in the stock market.
- Economic Concerns: Ongoing tariff issues and worries about the impact of artificial intelligence on the economy are contributing to the uncertainty in the stock market as March approaches.
See More
Generac Holdings Stock Outlook Improves
- Price Fluctuation Review: Generac Holdings' stock plummeted to $76 per share in March 2020 due to the pandemic, surged to $524 in 2021, and then fell back to $79, reflecting a dramatic 85% loss in value and highlighting market sensitivity to its volatility.
- Signs of Recovery: Despite the severe price fluctuations, Generac's stock has recently shown signs of recovery, with analysts predicting a continued upward trajectory in the coming weeks and months, potentially reaching around $325, indicating growing market confidence in its future growth.
- Investment Strategy Recommendation: Investors are advised to continue adding to their positions in Generac stock, capitalizing on its potential upside, especially as demand for renewable energy and portable generators remains strong in the current market environment.
- Market Sentiment Shift: Generac transitioned from being a “darling” during the pandemic to a “detested” stock, but as market sentiment improves, optimistic expectations regarding its future performance may drive the stock price higher.
See More
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- Strong Stock Performance: Caterpillar's stock has surged 32.8% this year, significantly outperforming the flat S&P 500, demonstrating resilience amid market volatility and attracting investor interest.
- AI Technology Integration: The company has incorporated AI technology to streamline manufacturing and reduce long-term production costs, while its expansion in power generation positions it to capitalize on rising electricity consumption demand, further solidifying its market position.
- Analyst Optimism: Bank of America analyst raised Caterpillar's price target from $735 to $825, indicating approximately 10% upside potential, reflecting confidence in the strong growth of its power generation division, particularly a 44% year-over-year increase in Q4.
- Market Trend Analysis: Although Caterpillar's stock has entered overbought territory with a 14-day RSI of 74, analysts believe the overall trend remains upward, suggesting investors should wait for a better entry point closer to the 50-day moving average for optimal buying opportunities.
See More
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- Industry Recognition: Generac Holdings Inc. has been nominated as a finalist for the 37th Annual Wisconsin Manufacturer of the Year Awards, highlighting its excellence in innovation, philanthropy, and technological advancements, thereby reinforcing its leadership in the manufacturing sector.
- Local Investment: With ten locations in Wisconsin, including six manufacturing facilities employing over 4,800 people, Generac demonstrates its ongoing investment in the local economy and commitment to creating high-quality job opportunities.
- Technological Innovation: As a global designer and manufacturer of energy technology solutions, Generac achieved significant milestones in 2025, enhancing the deployment of its products worldwide and further strengthening its market competitiveness.
- Community Support: CEO Aaron Jagdfeld emphasized the company's roots in Wisconsin and its support for the manufacturing community, reflecting its sense of responsibility and long-term commitment to the local area.
See More
Generac Named Finalist for Wisconsin Manufacturer of the Year Award
- Industry Recognition: Generac Holdings Inc. has been nominated as a finalist for the 37th Annual Wisconsin Manufacturer of the Year Award, highlighting its excellence in innovation, philanthropy, and customer satisfaction, thereby reinforcing its leadership position in the manufacturing sector.
- Employee and Capacity Growth: As of 2025, Generac employs over 4,800 people across ten locations in Wisconsin, with six manufacturing facilities that not only drive local economic development but also enhance the company's production capacity and technical support.
- Product Innovation: In 2025, Generac introduced the most significant upgrade to its residential product line in a decade, enhancing user control over energy needs, while also launching a new line of generators to meet the high-capacity demands of data centers, showcasing its adaptability in the rapidly growing AI market.
- Community Contribution: Through Generac Gives, the company donated approximately $1 million to organizations supporting education, disaster relief, and community vitality, reflecting its commitment to social responsibility, and received the Founding Partner Legacy Award for 25 years of partnership with GPS Education Partners.
See More
Generac Acquires Enercon Engineering to Enhance Data Center Capabilities
- Acquisition Agreement: Generac Holdings announced it has signed a definitive agreement to acquire Enercon Engineering, enhancing its expertise in generator enclosures and switchgear to meet the growing demand from data center and commercial markets.
- Manufacturing Capacity: Enercon, based in East Peoria, Illinois, operates a 160,000-square-foot manufacturing facility with over 120 employees, and will operate as 'Enercon, a Generac company,' ensuring the current leadership team remains in place post-acquisition.
- Strategic Synergy: This acquisition complements Generac's new facilities in Beaver Dam and Sussex, Wisconsin, aiming to scale capacity and double commercial and industrial product sales, thereby strengthening its market position.
- Transaction Timeline: The transaction is expected to close in the second quarter of 2026, subject to regulatory approvals, reflecting Generac's confidence in future growth and keen insight into market demand.
See More
