AI’s Power Hunger Returns – Analysts See 30–68% Upside in CEG, TLN & NRG
BNP Paribas launches "outperform" coverage on Constellation, Talen & NRG, forecasting 30-68% upside as AI data center power demand accelerates into the 2030s.
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Trump & Governors Push Emergency Electricity Auction to Make Tech Giants Pay for AI Data Centers
Trump administration and Northeast governors plan emergency PJM auction forcing tech companies to fund $15B in new power plants for AI data centers, protecting consumers from rising electricity bills.
Trump Administration Pushes 60-Day Fast-Track for Data Center Power Connections
Trump's energy secretary proposes 60-day approval process for data center grid connections, down from years-long waits, to boost AI development and compete with China.
LandBridge and NRG Plan Massive Texas Energy Hub
LandBridge and NRG have partnered to explore building a huge 1,100 MW power plant and data center site in West Texas.