PowerGen’s Shock Pivot: How AI Data Centers Hijacked an Energy Conference

AI data centers dominated PowerGen, revealing how inference-driven demand, grid limits, and self-built power are reshaping ...

Navitas 2.0: GaN And SiC Powerhouse Pivoting Into The AI Data Center Boom

By traditional metrics, NVTS stock looks expensive. The company has very low current revenue and is not yet profitable. Yet its market cap is around $2.5B. This yields eye-popping valuation ratios.
DatacenterDynamics

CleanSpark acquires 447 acres for second Texas AI data center site

In October, CleanSpark acquired land in Austin County, Texas, for a separate data center campus. The Austin County ...
Seeking Alpha

Power Solutions International: A Data Center Rerating That Looks Overdone

Power Solutions International has pivoted to AI infrastructure and data center power systems, driving a visible turnaround in financials. PSIX fundamentals have improved, warranting an upgrade in ...
Hosted on MSN

Plug Power Stock Swings as Company Pivots Toward AI Power Deals

Plug Power’s (PLUG) stock whipsawed Tuesday after the hydrogen firm announced plans to raise cash by selling electricity rights and partnering with AI data centers. PLUG shares swung between $2.93 and ...