Energy Infrastructure

NRG stock: PJM capacity haul changes the earnings math

NRG Energy has put a number on its enlarged PJM footprint: 6,839 megawatts cleared for the grid operator’s 2028–2029 delivery…

4 weeks ago

SLB’s AI Data Center Alliance Has One Big Missing Number

SLB has spent a century learning how to move complicated industrial systems from drawings to working sites. That old capability…

4 weeks ago

Why AI Expansion Is Driving Energy Infrastructure Investment

Article BriefKey Takeaways5 points30s read01The setup-AI spending is turning from a chip-only story into a physical infrastructure buildout around data…

3 months ago

Are AI Data Centers Becoming a Power Stock Story?

Article BriefKey Takeaways5 points30s read01The angle-AI data centers are shifting the stock story from chips alone to power, cooling, grid…

3 months ago