BorgWarner Inc. (NYSE: BWA) has announced its strategic entry into the data centre power generation market after signing a Master Supply Agreement with TurboCell, a subsidiary of full stack data center infrastructure developer Endeavour. Under the agreement, BorgWarner will supply a highly modular turbine generator system designed to meet the rising power demands of artificial intelligence-driven data centres and other microgrid applications.
Targeting Gigawatt-Scale AI Campuses
The turbine generator system is expected to be deployed to support AI campuses operating at gigawatt scale, addressing the growing need for high-power alternatives to traditional generation methods. With AI workloads accelerating rapidly across hyperscalers and colocation providers, reliable and scalable power infrastructure has become a critical bottleneck. BorgWarner believes its solution will provide enhanced power quality, faster transient response, and improved operational flexibility for next-generation data centres.
A Three-Year Development Collaboration
BorgWarner has collaborated with TurboCell for more than three years to bring the turbine generator system to market. The system is engineered for adaptability across diverse use cases, including both backup and prime power applications. Advanced controls and dynamic response capabilities are designed to manage power transients and grid peaks efficiently, helping data centre operators maintain uptime and operational stability.
Fuel Flexibility and Emissions Compliance
The turbine generator system is expected to meet future California Air Resources Board (CARB) emission standards or even stricter environmental requirements. It is also designed to support multiple fuel types, including natural gas, propane, diesel, and hydrogen, offering flexibility for operators navigating evolving energy landscapes.
The solution leverages BorgWarner’s core expertise in turbocharging, thermal management, power electronics, advanced software controls, and high-speed rotating electric systems. The company plans to maximize vertical integration by controlling approximately 65% of the system’s content through its established automotive supply base and global manufacturing capabilities.
Production Timeline and Capacity Plans
Production is expected to begin in 2027 at BorgWarner’s facility in Hendersonville, North Carolina. The company anticipates installing an initial 2 gigawatts of capacity as part of the program rollout, positioning the turbine generator system as a scalable solution for the expanding AI and microgrid markets.
Strategic Diversification Beyond Automotive
By entering the data centre power segment, BorgWarner is extending its electrification and energy expertise beyond the automotive industry into high-growth infrastructure markets. The company believes the turbine generator system offers advantages over conventional power solutions, including superior transient performance, fuel flexibility, and a lower emissions footprint, while meeting behind-the-meter power requirements for both bridging and backup power.
TurboCell solutions will be available exclusively through Endeavour’s Edged Infrastructure division, reinforcing the partnership’s focus on delivering integrated, energy-efficient data centre solutions for the AI era.
Leadership Quote
“Our partnership with BorgWarner has been incredibly rewarding, and we are excited to combine Endeavour’s cutting-edge innovation with BorgWarner’s automotive scale engineering and manufacturing execution,” said Jakob Carnemark, Founder and Chief Executive Officer of Endeavour. “We developed the TurboCell system to supply the dynamic, demand-responsive power required to accelerate AI infrastructure development. With BorgWarner’s global supply chain and proven technical capabilities, we look forward to providing the next generation of on-site power required to unlock the full potential of AI computers.”
Also read – BorgWarner Expands Series-Production Battery Management System Program with Global OEM
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