Atlas Energy가 AI 데이터센터 확장을 위한 전력 공급 계약을 발표했습니다.

Atlas Energy Solutions Inc (NYSE:AESI) shares surged 13% in premarket trading Friday following announcement of power equipment deals with a leading frontier AI lab for data center projects.

Two wholly owned subsidiaries of Atlas Energy executed separate cost reimbursement agreements with the AI lab alongside equipment purchase agreements to secure long-lead-time supporting equipment and incremental power generation equipment for specific data center projects.

The first cost reimbursement agreement covers the purchase of balance-of-plant equipment, including emissions control systems, electrical distribution equipment, battery energy storage systems, and other supporting infrastructure. This equipment will support deployment of Atlas's existing generator orders under its previously announced Global Framework Agreement with Caterpillar Inc.

The second cost reimbursement agreement supports incremental 283 megawatts of purchase commitments for Caterpillar power generation equipment to facilitate the initial power ramp of a separate data center project. These generating capacity purchases represent additions to Atlas's obligations under the GFA with Caterpillar.

Atlas also executed a purchase agreement for 328 megawatts of generating capacity consistent with its GFA obligations for 2027 deliveries.

"As the need for power infrastructure continues to grow rapidly, de-risking the supply chain and the project timelines is of paramount importance to Atlas as we work with our customers to achieve their goals of ramping compute capacity," said John Turner, President and CEO. "This customer's willingness to enter into cost reimbursement agreements is a clear sign of commitment to these projects as we work together toward the execution of long-term power purchase agreements."