Additive manufacturing allows for high-efficiency impellers and compressors that bypass traditional supply chains and enable compact footprints.
Differentiation
Value Proposition
Provides carbon-negative, high-efficiency (25%+) baseload power by converting organic waste or fuels into electricity using compact, AM-enabled turbines.
How They Differentiate
Integration of rocket-derived additive manufacturing for turbine components, enabling higher efficiency and modularity compared to traditional sCO2 pilots.
Market & Competition
Target Customers
Data centers (hyperscalers), industrial operations, utilities
Industry Verticals
Energy; Tech Infrastructure; Data Centers
Competitors
GE Vernova; Echogen
Growth & Milestones
Growth Metrics
25 MW per unit; $1B order for 200 units (5 GW total) starting 2029; 25%+ efficiency via sCO2 tech.
Major Milestones
$1B order from GridMarket (2026); Series A funding round; Microsoft carbon removal credits deal; GW turbine production target by 2030
Notable Customers
Microsoft; GridMarket; Data Center Provider (undisclosed)
Arbor develops modular power systems that use supercritical CO2 (sCO2) as a working fluid, with turbine cores produced via additive manufacturing. The company's approach applies rocket-engine turbomachinery design principles to stationary power generation, enabling higher efficiency and a smaller footprint than conventional sCO2 pilot plants. By leveraging metal AM for impellers and compressors, Arbor bypasses traditional casting and forging supply chains, which reduces lead times and allows iterative design optimization.
The company's Halcyon turbine modules are rated at 25 MW each and target baseload power applications for data centers, industrial operations, and utilities. Arbor claims 25%+ thermal efficiency and positions the systems as carbon-negative when fueled by organic waste or other biogenic feedstocks. A $1 billion order from GridMarket for 200 units (5 GW total) is scheduled to begin deliveries in 2029, with a production target of 1 GW per year by 2030.
Arbor has raised $55 million from investors including Lowercarbon Capital, Voyager Ventures, and Marathon Petroleum. The company has also secured a carbon removal credits agreement with Microsoft. Key competitors include GE Vernova and Echogen in the sCO2 power space, though Arbor differentiates through its additive-manufactured, rocket-derived turbine architecture. The company was founded in 2023 and is headquartered in El Segundo, California.
Competitive Intelligence
Competitors, SWOT analysis, and investment insights