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ERock, HD Construction Equipment Sign Multi-Year Engine Long Block Supply Agreement to Accelerate Manufacturing Capacity

  • ERock Inc. (NYSE: EROC) signed a multi-year supply agreement with HD Construction Equipment, a Hyundai subsidiary, for high-efficiency natural gas engine long blocks for the RockBlock generator.
  • The contract covers the period from 2027 through 2028 to support increased production & rapid fulfillment of large-scale orders for data centers, utilities, & critical infrastructure.
  • CEO John Carrington stated the agreement secures long-lead components necessary to ramp assembly capacity & deliver on schedule commitments.
  • Global data center capital expenditures are projected to exceed $3 trillion by 2030, driving sustained demand for reliable power solutions amidst AI infrastructure expansion.
  • ERock holds a $1.7 billion contracted backlog as of June 30, 2026, which extends production requirements into 2028 & includes major clients such as Meta & Microsoft.
  • The company currently operates more than 400 sites with an installed base of approximately 1.1 GW & maintains a strong balance sheet to fund manufacturing ramp-up.
  • HD Construction Equipment views the order as validation of its engine technology in the hyperscale data center segment & a step toward strengthening its global market position.
  • The agreement reinforces ERock's ability to deliver mission-critical power solutions on compressed timelines within North America, the world's largest data center market.