Power Grid Infrastructure

World

UK's Gridworks Inks $400M Ethiopia Power Deals as Foreign Minister Visits to Address Migration Pressures

During UK Foreign Secretary Yvette Cooper's visit to Addis Ababa, British investor Gridworks signed landmark agreements to develop two major transmission projects. The deals, part of a broader UK strategy linking economic development with migration management, mark Ethiopia's first public-private partnerships in its power transmission sector.

Feb 2, 2026

Business

Beyond the Drill Bit: How EQT Powers the AI Boom and Grid Reliability

As AI data centers drive an unprecedented surge in U.S. power demand, natural gas producer EQT is positioning itself as a critical pillar of energy security. Its proven operational resilience during extreme weather events underscores a strategic shift from a pure commodity play to an essential infrastructure partner.

Jan 31, 2026

Business

Grid Under Pressure: PJM Charts New Path to Power Data Center Boom Amid Supply Chain Woes

As a surge in data center demand strains the PJM Interconnection grid, planners unveil a strategy to fast-track connections while wrestling with supply chain delays that threaten to outpace new power generation. Experts warn of a looming mismatch between market promises and construction realities.

Jan 30, 2026

Business

GE Vernova Nears Prolec GE Acquisition, Betting Big on Global Grid Expansion

Fresh from its spin-off, GE Vernova is finalizing a deal to acquire transformer maker Prolec GE, a strategic move to bolster its electrification portfolio and capitalize on surging global demand for grid infrastructure and power equipment.

Jan 30, 2026

Business

Liberty Energy Navigates Market Turbulence, Bets Big on Power Infrastructure Expansion

Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.

Jan 30, 2026

Business

The AI Infrastructure Gold Rush: Three Chip Titans Powering the Next Wave

As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.

Feb 2, 2026

Business

Baseten: The AI Infrastructure Powerhouse Quietly Backed by Tech Giants

While public attention focuses on flashy AI applications, Baseten is building the critical infrastructure beneath them. Its explosive growth and backing from investors like Nvidia signal its pivotal role in the AI economy's next phase.

Jan 30, 2026

Business

Ford Shifts Gears: New 'Ford Energy' Unit Aims to Power Grids, Reshape Investor Outlook

Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.

Feb 2, 2026

Business

Beyond the Hype: Marvell Technology Emerges as a Stealth AI Infrastructure Powerhouse

While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.

Feb 2, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026

Business

Standex Delivers Strong Q2 Growth, Fueled by Grid and New Products; Reiterates FY2026 Outlook

Standex International reports robust second-quarter results, with organic growth reaching 6.4% and record quarterly orders. The company's strategic pivot towards high-growth markets like electrical grid infrastructure and new product development is now materially boosting the top line.

Jan 30, 2026

Business

IREN Pivots from Bitcoin Mining to AI Infrastructure with Major Microsoft, Dell Deals

Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.

Feb 2, 2026

Business

Applied Digital Bets Big on AI Infrastructure with Hyperscale Leases and New 430MW Campus

Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.

Feb 2, 2026

Business

The AI Boom's Overlooked Crisis: Vertiv CEO Warns of Critical Cooling Bottleneck as Chip Power Soars

As Nvidia's Blackwell and Rubin chips push power densities to unprecedented levels, the $4 trillion AI revolution faces a formidable physical constraint: heat. Vertiv Holdings, a critical infrastructure provider, is emerging as an essential player in solving this thermal challenge, with surging demand signaling a major shift in data center economics.

Jan 31, 2026

Business

MaxLinear Posts Strong Q4 Revenue on Infrastructure Surge, Navigates Broadband Transition

MaxLinear Inc. reported a 48% year-over-year revenue jump for Q4 2025, powered by its infrastructure business, even as it manages a near-term dip in broadband and intensifying competition in key markets.

Jan 30, 2026

Business

Bloom Energy Soars on Landmark $2.65 Billion AEP Deal, Fueling AI Data Center Power Thesis

Bloom Energy's stock surged after American Electric Power's subsidiary locked in a massive 20-year fuel cell agreement, a move analysts say validates the company's technology for critical infrastructure like AI data centers and signals a pivotal shift in its growth narrative.

Jan 30, 2026

Business

BKV Seizes Majority Control of Texas Power Venture in $115M Deal, Betting on AI-Driven Energy Demand

U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.

Feb 2, 2026

Business

NRG Energy Seals $12 Billion Power Play, Acquiring 13GW Portfolio from LS Power

In a landmark deal reshaping the U.S. energy landscape, NRG Energy has completed its acquisition of LS Power's 13GW natural gas fleet and virtual power plant platform, significantly boosting its capacity and demand-response capabilities in key markets.

Feb 2, 2026

Business

Beyond the Hype: How a Power Giant is Fueling the AI Revolution

As tech giants pour trillions into AI infrastructure, the insatiable demand for electricity is creating a new class of winners. NextEra Energy, America's largest utility, is emerging as a critical, if unexpected, backbone of the artificial intelligence boom through strategic partnerships with Alphabet and Meta.

Feb 2, 2026

Business

Cantor Fitzgerald Bullish on Sterling Infrastructure, Sees Multi-Year Boom in Engineering & Construction

Analyst coverage initiated with an 'Overweight' rating and a $413 price target points to a transformed contractor poised to capitalize on data center demand, grid modernization, and reshoring trends.

Jan 30, 2026