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.
Talen Energy Acquires $3.45B Gas Plants to Power AI Data Center Boom
Talen Energy buys 2.6 GW of natural gas capacity from Energy Capital Partners for $3.45B, doubling output to meet surging AI data center power demand in PJM market.
Data Centers Drive Electricity Prices to Record Highs in 13-State Region
PJM's electricity auction hits record $333.44/MW-day as data center demand outpaces supply, threatening higher bills for 65 million consumers across 13 states.
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.