2G Energy AG secured a 275 MW order from Energy Vault Holdings Inc. (NYSE: NRGV) to supply power generation systems for AI and data center customers in the United States. The deal supports Energy Vault’s powered land and powered shell solutions, targeting hyperscalers and mission-critical operations.

The project involves plug-and-play, containerized power generation systems based on 2G’s technology. These units will be pre-assembled and tested at 2G’s manufacturing facility in Heek, Germany, before shipping to the US for on-site commissioning. The systems function as the dispatchable generation layer within Energy Vault’s integrated power architecture, working alongside battery energy storage and VaultOS™ controls to manage dynamic AI compute loads.

Delivery Timeline and Scope

Based on current project planning, the delivery of these systems is scheduled between the fourth quarter of 2027 and the third quarter of 2028. The order extends beyond hardware supply to include long-term service support, ensuring lifecycle maintenance and operational availability for the data center infrastructure.

Strategic Context and Capacity Expansion

The order highlights the growing demand for decentralized power supply in the global data center market, driven by increasing digitalization and AI computing needs. On-site generation complements grid infrastructure where capacity is constrained or accelerated timelines are required.

To support such large-scale projects, 2G is expanding its production capacity at the Heek facility. A new production hall became operational earlier this year, and a second production site is under development, scheduled for completion by the end of 2027. This expansion aligns with 2G’s strategy to meet the rising demand for standardized, rapidly deployable power generation solutions.

What the Numbers Show

The alignment of the delivery window (Q4 2027 to Q3 2028) with the completion timeline of 2G’s second production site (end of 2027) indicates a synchronized capacity ramp-up. This suggests that the manufacturer has planned its capital expenditure and production scaling specifically to accommodate the volume required for this specific order, minimizing potential bottlenecks during the critical delivery phase.

The Italian Council of Ministers has designated Energy Vault Holdings, Inc.'s Digital Vault Sulcis investment program as being of pre-eminent national strategic interest. This status establishes an accelerated administrative approval pathway for the project.

Proposed by Minister of Enterprise Adolfo Urso and supported by the Autonomous Region of Sardinia, the designation recognizes the project's importance to Italy's digital infrastructure. A special Government Commissioner is expected to be appointed to coordinate activities and support accelerated implementation toward the required single authorization.

Project Scope and Timeline

The government-designated program includes an Edge AI data center of up to approximately 30 MW integrated with renewable energy generation and storage at the Carbosulcis former coal mining complex in Nuraxi Figus. The broader master plan targets phased expansion to approximately 50–60 MW of IT capacity and up to 100 MW of total site power capacity.

Energy Vault is targeting construction to begin by 2028, with commercial operations expected by 2030, subject to final approvals. The company notes that recent milestones in site development, land rights, engineering, and grid interconnection continue to reduce development risk.

Strategic Implications

Marco Terrzzuin, Chief Revenue Officer, stated the designation is a meaningful step forward in the company's European AI infrastructure strategy. Luca Manzella, VP of Business Development, highlighted that the project demonstrates how the Build, Own & Operate model is expanding beyond energy storage into powered AI infrastructure.

The campus is positioned as Energy Vault’s flagship AI infrastructure hub in Europe, combining powered land, resilient energy systems, and modular compute capacity. It aligns with Italy’s objectives for digital sovereignty and advanced technology investment while contributing to the industrial redevelopment of the Sulcis region.

What the Numbers Show

The phased capacity expansion reveals a significant gap between initial deployment and full potential. While the immediate focus is on a 30 MW Edge AI data center, the master plan envisions scaling to 100 MW of total power capacity. This threefold increase in power infrastructure suggests substantial future capital expenditure and execution risk beyond the initial phase, contingent on sustained demand for AI compute capacity and successful regulatory navigation.