PowerGen’s Shock Pivot: How AI Data Centers Hijacked an Energy Conference Your email has been sent AI data centers dominated PowerGen, revealing how inference-driven demand, grid limits, and ...
Generac (GNRC) surged 57% year-to-date despite missing Q4 earnings expectations. The rally reflects a pivot to data center power infrastructure. Generac positioned itself as key supplier to hyperscale ...
Seven of the nation’s largest artificial intelligence (AI) companies and hyperscalers signed a White House-brokered agreement March 4 committing to build, procure, or fund new generation capacity ...
PJM is asking federal regulators to approve changes to its rules governing “behind-the-meter” power agreements through which data centers or other industrial customers buy a portion of their ...
Duke Energy is investing billions to upgrade its power grid, in part responding to unprecedented demand expected from a surge in new data centers. The Charlotte utility giant is adamant, however, that ...
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