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  • Weekly Recap | NRG Energy +7.11%, data-centre power narrative heats up

    Weekly Review·Sep 5 at 07:31 AM
    NRG+1.62%
  • Weekly Recap | Jabil +3.03%, consensus target well above spot

    Weekly Review·Sep 5 at 07:10 AM
    JBL+5.05%
  • PJM, the Largest U.S. Grid, Issues 'Emergency Proposal': Plans to Add 15 GW of Power Amid AI Data Center Surge

    Wallstreetcn·Apr 13 at 01:12 PM
    - PJM Interconnection is urgently seeking to expand its power supply by 15 gigawatts in response to unprecedented demand from rapidly growing AI data centers. - This initiative involves pairing new data center projects with power plants through bilateral negotiations, bypassing traditional market processes and aiming to address the electric supply shortfall expected to reach 60 gigawatts in the next decade. - The situation is complicated by delays in nuclear power integration, raising uncertainties about achieving the ambitious expansion target within the proposed timeline.
    AEP-0.11%NRG+1.62%