Arbor Energy signs GridMarket deal to supply up to 5 GW of rocket-powered turbines
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Arbor Energy signs GridMarket deal to supply up to 5 GW of rocket-powered turbines

23 March, 2026.Business.3 sources

Key Takeaways

  • Up to 5 GW of baseload power slated for data centers starting 2029.
  • Arbor Energy's modular rocket turbines to GridMarket for infrastructure projects.
  • Customers include data centers and hyperscalers, per GridMarket-Arbor agreement.

Major Power Supply Deal

The collaboration targets infrastructure projects in GridMarket's pipeline of data center owners, land developers, and hyperscalers.

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Power availability has become increasingly constrained amid accelerating data center demand.

GridMarket CEO Nick Davis emphasized that data center operators are actively seeking alternative, reliable energy solutions.

Arbor's technology stands out as a compelling solution reflecting GridMarket's commitment to scalable, cleaner power options.

The partnership addresses the critical power challenges facing energy-intensive industries.

HALCYON Technology Innovation

Arbor Energy's HALCYON turbine technology forms the foundation of this ambitious supply agreement.

The 25-megawatt turbines leverage oxy-combustion and supercritical CO2 (sCO2) technology.

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They deliver scalable, fuel-flexible power with zero operating emissions.

Unlike traditional gas turbines, Arbor's machined and 3D-printed parts enable faster deployment.

The company has modified Halcyon to accept natural gas in addition to biomass.

This makes it more of an omnivore system that can still sequester CO2 emissions.

Configurations using fossil fuels would not be carbon negative due to methane leakage.

Traditional Infrastructure Challenges

The timing of this partnership coincides with unprecedented challenges in traditional energy infrastructure.

Conventional turbine manufacturers struggle to meet accelerating demand.

Traditional gas turbine makers were caught flat-footed by the data center boom.

They've been reluctant to significantly increase production capacity due to market volatility.

Traditional turbine supply chains face bottlenecks in blades and vanes production.

Specialized labor and artisanal manufacturing processes create inelastic supply chains.

Those looking to acquire traditional turbines would face wait times until 2032.

Scaling Strategy and Leadership

Arbor Energy has established aggressive scaling targets to capitalize on this market opportunity.

They plan to deploy over 100 turbines annually by 2030.

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This would represent more than 1 GW of new capacity each year.

The power will support data centers, manufacturers, and utilities.

It will help strengthen grid resilience with distributed, zero-emission baseload power.

The company appointed Nishad Pai as Chief Commercial Officer.

Pai brings experience from Google, Amazon, YouTube, and Adobe.

Environmental Performance

The company projects a long-term path to less than 10 grams of CO2 per kilowatt-hour.

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This is significantly lower than typical natural gas power plants without carbon capture.

Traditional plants release about 400 grams of CO2 per kilowatt hour.

Biomass-powered configurations remain carbon negative.

Natural gas-powered versions would still produce some greenhouse gas emissions due to methane leaks.

Arbor is working with low-leak natural gas suppliers.

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