NRG’s PJM capacity haul changes the earnings question
NRG cleared 6,839 MW in PJM’s 2028–2029 auction. TECHi tests the $811 million gross value bridge, LS Power exposure, and what investors still lack.
Tag
#Energy Infrastructure
4 articles
TECHi reporting and analysis covering Energy Infrastructure. 4 articles, newest first.
SLB’s AI Data Center Alliance Has One Big Missing Number
SLB and Liberty Energy are pairing modular data centers with on-site power, but the alliance discloses no customer, contract value, revenue split, or backlog.
Why AI Expansion Is Driving Energy Infrastructure Investment
AI capex is turning data centers into a power, storage and infrastructure trade. Here is how CLSK, MARA, RIOT, EOSE and TSLA fit.
Are AI Data Centers Becoming a Power Stock Story?
AI data centers are turning power, cooling and cloud capacity into a stock story. Here are the demand math, country counts, winners and risks.