Tecogen (TGEN) Investor presentation summary

Market opportunity and industry trends

• Data center electricity consumption is projected to reach up to 12% of total US electricity by 2030, with cooling needs expected to more than double, creating a significant market for efficient cooling solutions.

• AI data centers face power constraints, with up to 35% of available power consumed by cooling, limiting computing capacity and revenue potential.

• The data center cooling market is forecast to grow from $19.9B in 2024 to $51.3B by 2030.

Product offerings and technology

• Offers natural gas engine-driven chillers, on-site power generation systems, and 24/7 service contracts.

• Natural gas chillers free up electrical capacity for computing, lower operating costs by up to 50%, and provide ultra-low emissions for easier permitting.

• Hybrid chillers offer resiliency by operating on both natural gas and electricity.

• Patented Ultera technology enables ultra-low NOx and CO emissions.

Strategic partnerships and market traction

• Signed a global marketing partnership with Vertiv, the world leader in data center thermal management, to offer natural gas-powered chillers.

• Pilot installations include an enterprise data center in Manhattan and an upcoming project in Connecticut.

• Multiple new data center projects are expected in the second half of 2025.