US startup signs 5 gigawatt turbine deal for data centers

Energy startup Arbor Energy has signed a significant turbine supply agreement with GridMarket to deliver up to 5 gigawatts of its modular Halcyon turbine systems, potentially involving around 200 units each generating 25 megawatts. This multi-billion-dollar deal is driven by the rising electricity demand from data centers and industrial users, particularly fueled by the growth of AI infrastructure and industrial electrification. Arbor’s turbines are based on advanced rocket engine technology adapted for power generation, with initial units to be 3D printed for faster production. The company aims to connect its first turbine to the grid by 2028 and scale production to over 100 turbines annually by 2030, with a long-term goal of adding 10 gigawatts of capacity each year. Originally designed to run on biomass and produce carbon-negative power through carbon capture and storage, the Halcyon turbines have been adapted to also run on natural gas, allowing broader deployment while still significantly reducing emissions compared to conventional gas plants. Arbor claims