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Fermi America Announces Arrival of 6 Siemens Energy SGT-800 Gas Turbines at Port of Houston, Marking Major Milestone in Natural Gas Power Timeline

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Fermi America (Nasdaq: FRMI) announced arrival of six Siemens Energy SGT-800 gas turbines and generators for Project Matador, marking a milestone toward the campus's first gigawatt of power. These units will supply roughly one-third of the initial 1 GW capacity and arrived via seven vessels from four countries.

Heavy‑lift logistics included a 160+ ton crane, 36 oversized/heavy lifts, and over 400 specialized container chassis semi‑truck loads to move equipment from Port of Houston to site in Amarillo, Texas.

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Positive

  • Six SGT-800 gas turbines will supply ~1/3 of first 1 GW at Project Matador
  • Equipment arrival completed via seven vessels from four countries, confirming supply-chain progress
  • Major logistics mobilized: 160+ ton crane, 36 oversized lifts, and 400+ specialized truck loads

Negative

  • None.

News Market Reaction – FRMI

+8.62% 1.5x vol
26 alerts
+8.62% Session close to close
+21.4% Peak in 32 hr 8 min
$5.81B Market Cap
1.5x Rel. Volume

In the Feb 9 session, FRMI gained 8.62%, reflecting a notable positive market reaction. Argus tracked a peak move of +21.4% during that session. Our momentum scanner triggered 26 alerts that day, indicating elevated trading interest and price volatility. Trading volume was above average at 1.5x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved +8.6% in the session following this news. A strong positive reaction aligns with a t...
Analysis

The stock moved +8.6% in the session following this news. A strong positive reaction aligns with a tangible execution milestone: delivery of six SGT-800 gas turbines that support roughly one-third of the first 1 GW at Project Matador. Prior infrastructure and financing announcements have produced mixed moves, so a larger upside response could reflect renewed focus on physical progress. Investors may weigh how quickly these units transition from delivery to operational status within the broader 11 GW campus plan.

Key Figures

Gas turbines delivered: 6 units Initial power tranche: 1 gigawatt Crane capacity: 160+ tons +5 more
8 metrics
Gas turbines delivered 6 units First Siemens Energy SGT-800 turbines for Project Matador
Initial power tranche 1 gigawatt First gigawatt of power for Project Matador
Crane capacity 160+ tons Crane required to handle gas turbine power equipment
Heavy lifts Over 36 lifts Oversized/heavy lifts for turbine power equipment
Truck loads Over 400 loads Specialized container chassis semi-truck loads to deliver equipment
Campus capacity 11 GW Planned capacity of Fermi America private energy campus
Vessels used 7 vessels Shipment of equipment to Port of Houston
Source countries 4 countries Origin countries for delivered equipment

Historical Context

5 past events · Latest: Dec 05 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Dec 05 Power capacity deal Positive +3.4% Secured up to 200 MW of power via Electric Service Agreement.
Dec 01 Cooling tech MOU Positive -0.2% Hybrid cooling MOU to reduce water use for 11 GW campus.
Nov 25 Financing discussions Positive -2.5% Confirmed talks for $4+ billion non-recourse project financing.
Nov 10 Shareholder letter Neutral +3.9% Released Q3 2025 shareholder letter and announced webcast.
Nov 06 Client AIAC agreement Positive -3.1% Executed $150 million Advance in Aid of Construction agreement.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent project and financing updates often produced mixed reactions, with several positive infrastructure and funding milestones followed by negative or muted price moves.

Recent Company History

Over the last few months, Fermi America has detailed multiple steps toward its 11 GW Project Matador campus. These include a 200 MW electric service agreement, water-saving cooling design work, discussions for $4+ billion in project financing, a Q3 2025 shareholder letter, and a $150 million Advance in Aid of Construction agreement. Today’s turbine delivery milestone fits this pattern of execution updates that gradually build out the campus’s power and infrastructure capabilities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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  • 6 SGT-800 Gas Turbines Will Provide Approximately One Third of the First Gigawatt of Power Produced at Project Matador
  • Gas Turbine Power Equipment Required 160+ Ton Crane and Over 36 Oversized/Heavy Lifts
  • Transport to Site Will Require Over 400 Specialized Container Chassis Semi-Truck Loads to Deliver Equipment

AMARILLO, Texas, Feb. 9, 2026 /PRNewswire/ -- Fermi Inc. (d/b/a Fermi America) (Nasdaq & LSE: FRMI), operating as Fermi America™, in partnership with the Texas Tech University System, today announced the arrival of Project Matador's first six Siemens Energy SGT-800 natural gas turbines and their accompanying generators—marking a major milestone in the natural gas power delivery schedule for the private energy campus.

As AI and advanced computing rapidly expand across the United States, one issue is becoming unavoidable: power. The grid cannot deliver enough reliable electricity at the scale and speed the market demands. Project Matador was built to solve that problem with a diversified, on-site generation platform combining clean natural gas, new nuclear, battery energy storage, and solar into one private grid. Located in Amarillo, Texas, in the Texas Panhandle, the campus is designed to deliver massive-scale, always-on power for the next generation of AI compute.

The project remains on an accelerated schedule. These high-efficiency Siemens gas units are a critical part of Fermi's power timeline. Once operational, these generators will make up roughly one-third of the first gigawatt of power Fermi America ™ will supply. The equipment arrived at the Port of Houston on seven vessels coming from four different countries.

"We are moving at this pace because hyperscalers—and American consumers—demand reliable, world-class power yesterday. Sure, this is a testament to our team's unwavering drive to hit an aggressive power delivery timeline, but it's not just about moving heavy machinery; it's about a mission-critical commitment to our country's energy independence and national security, without our fellow Texans having to foot the bill," said Toby Neugebauer, Fermi America Co-Founder and CEO.

SGT-800s offer world-class efficiency and reliability, ensuring that the natural gas component of Fermi America's 11 GW private energy campus is delivered with maximum operational flexibility and a reduced carbon footprint.

For media inquiries:
Lexi Swearingen
Media@FermiAmerica.com

Fermi America™ official business information
Legal Entity: Fermi Inc. (d/b/a Fermi America) (Nasdaq & LSE: FRMI)
Brand Name: Fermi America™
Address: 620 S Taylor St #301 Amarillo, TX 79101-2436
Website: https://fermiamerica.com/

About Fermi America
Fermi America™ (Nasdaq: FRMI) (LSE: FRMI) (https://fermiamerica.com/) is pioneering the development of next-generation private electric grids that deliver highly redundant power at gigawatt scale, required to create next-generation artificial intelligence. Co-founded by former U.S. Energy Secretary Rick Perry, and Co-founder and former Co-Managing Partner of Quantum Energy, Toby Neugebauer, Fermi America™ combines cutting-edge technology with a deep bench of proven world-class multi-disciplinary leaders to create one of the world's largest, next-gen private grids with a projected 11GW of power. The behind-the-meter Project Matador campus is expected to integrate the nation's biggest combined-cycle natural gas project, one of the largest clean, new nuclear power complexes in America, utility grid power, solar power, and battery energy storage, to deliver hyperscaler artificial intelligence at scale, without burdening American ratepayers.

About the Texas Tech University System    
Established in 1996, the Texas Tech University System is one of the top public university systems in the nation, consisting of five universities – Texas Tech University, Texas Tech University Health Sciences Center, Angelo State University, Texas Tech University Health Sciences Center El Paso and Midwestern State University. 

Headquartered in Lubbock, Texas, the TTU System is a more than $3 billion enterprise focused on advancing higher education, health care, research and outreach with approximately 21,000 employees and 64,000 students, more than 400,000 alums, a statewide economic impact of $19.2 billion and an endowment valued at $3 billion. In its short history, the TTU System has grown tremendously and is nationally acclaimed, operating at 20 academic locations in 16 cities (15 in Texas, 1 international).   

In addition, the TTU System is one of only nine in the nation to offer programs for undergraduate, medical, law, nursing, pharmacy, dental and veterinary education among other academic areas.   

Forward-Looking Statements
This press release may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our strategy, future operations, financial position, prospects, plans and objectives of management. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "will be," "will likely result," "should," "expects," "plans," "anticipates," "could," "would," "foresees," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," "outlook," or "continue" or the negative of these words or other similar terms or expressions. These forward-looking statements are not guarantees of future performance, but are based on management's current expectations, assumptions, and beliefs concerning future developments and their potential effect on us, which are inherently subject to uncertainties, risks and changes in circumstances that are difficult to predict. Our expectations expressed or implied in these forward-looking statements may not turn out to be correct. Our results could be materially different from our expectations because of various risks.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/fermi-america-announces-arrival-of-6-siemens-energy-sgt-800-gas-turbines-at-port-of-houston-marking-major-milestone-in-natural-gas-power-timeline-302682327.html

SOURCE Fermi America

FAQ

What did Fermi America (FRMI) announce about the Siemens SGT-800 turbines on February 9, 2026?

Fermi America announced the arrival of six Siemens Energy SGT-800 gas turbines and generators at Port of Houston. According to the company, these units will constitute about one-third of Project Matador's first gigawatt of on‑site power capacity.

How much of Project Matador's initial 1 GW will FRMI's six SGT-800 turbines provide?

The six SGT-800 turbines will provide roughly one-third of the first gigawatt of power. According to the company, these generators are a critical part of Fermi America's initial power delivery timeline for Project Matador.

What logistics were required to move FRMI's turbines from the Port of Houston to Amarillo, Texas?

Transport required significant heavy‑lift logistics including a 160+ ton crane and 36 oversized/heavy lifts. According to the company, more than 400 specialized container chassis semi‑truck loads will deliver equipment to the Project Matador site.

Where did Fermi America receive the turbines and how were they shipped for Project Matador?

The turbines and generators arrived at the Port of Houston on seven vessels from four different countries. According to the company, this multinational shipment supports the accelerated schedule for delivering initial power capacity to the Amarillo campus.

What role will the SGT-800 turbines play in Fermi America's broader energy strategy for Project Matador?

The SGT-800 units will provide high-efficiency, flexible natural gas generation as part of a diversified private grid. According to the company, they support operational flexibility and reduced carbon footprint within the campus's combined gas, nuclear, battery, and solar mix.