BorgWarner Inc. announced it has signed a Master Supply Agreement with TurboCell, a subsidiary of full stack data center infrastructure developer Endeavour, to supply a highly modular turbine generator system. BorgWarner expects the product to be a transformative power generation solution for the next wave of artificial intelligence driven data center demand and other microgrid applications. BorgWarner believes this solution addresses the growing demand for high power alternatives to traditional power generation.

The turbine generator system is expected to be deployed to support AI campuses at gigawatt scale. BorgWarner has worked with TurboCell for more than three years to bring the turbine generator system to market. The product will offer adaptability for diverse applications, including backup and prime power, advanced controls and dynamic response to manage power transients and grid peaks.

It is also expected to meet future CARB emission environmental standards, or stricter emission levels, and allow for flexible fuel types including natural gas, propane, diesel and hydrogen. This exciting new technology leverages BorgWarner's many core competencies, including its world class turbocharging, thermal management, power electronics, advanced software controls and high-speed rotating electric capabilities. BorgWarner expects to leverage its robust automotive supply base and world class manufacturing capabilities to maximize vertical integration by controlling approximately 65% of the turbine generator system content.

The Company expects production to begin in Hendersonville, North Carolina in 2027, with an initial 2 GW of capacity installed.