Private markets firm TPG has agreed to buy a majority stake in Sabre Industries from Blackstone , the companies said on Friday, in a deal two people familiar with the matter said valued the power infr... ...

Key Points The Trump administration, along with a group of governors, has initiated a plan to address rising power costs by making tech giants pay for new power plants. GE Vernova has seen a stock surge due to its favorable position in providing gas turbines and grid solutions. The power infrastructure provider has experienced significant growth, with gas power orders up 50% and equipment orders doubling in the third quarter. 10 stocks we like better than Ge Vernova › On Jan. 16, President Donal ...

OpenAI and SoftBank Group will jointly invest $1 billion in SB Energy, a SoftBank-owned provider of data-center and power infrastructure, as part of their Stargate project, SB Energy said on Friday. ...

The artificial intelligence boom is entering a new phase as investment shifts from speculative software plays to the physical infrastructure powering the technology's expansion — creating opportunities for selective investors while raising concerns over stretched valuations in some corners of the market. AI leadership is broadening beyond mega-cap technology stocks into semiconductor enablers, power suppliers, networking equipment, and automation companies, according to T. Rowe Price's 2026 Global Market Ou ...

Core Insights - Qualus Corporation has acquired Aquawolf, enhancing its capabilities in high-voltage transmission infrastructure [1] - The acquisition strengthens Qualus' expertise in grid modernization and expands its service offerings [1] - Qualus operates with over 1,900 professionals across the U.S. and Canada, focusing on power infrastructure transformation [1] Company Overview - Qualus is a leading pure-play power solutions firm specializing in grid modernization, resiliency, security, and sustainability [1] - The firm partners with various clients, including utilities, commercial, industrial, and government sectors, providing integrated advisory and engineering services [1] - Qualus also develops technology-enabled solutions for challenges in the power industry, such as resource integration and emergency management [1] Acquisition Details - The acquisition of Aquawolf adds new offices in San Diego, Denver, and Vancouver, WA, to Qualus' existing operations [1] - Both companies have demonstrated strong cultural alignment and have collaborated prior to the acquisition [1] - Aquawolf's integration into Qualus is seen as a significant step towards improving power infrastructure [1]

Group 1: AI Growth and Power Infrastructure - Power infrastructure is a key theme driving AI growth, particularly due to anticipated data center demand [1] - Battery stocks like EOS Energy and critical metals such as copper are highlighted for their upside potential [1] Group 2: Data Center Power Supply Initiatives - Four governors from Pennsylvania, Maryland, New Jersey, and Virginia proposed a plan to fast-track data center approvals for those generating their own power [2] - The initiative aims to alleviate strain on the PJM Interconnection, the largest U.S. power grid [2] Group 3: Energy Investments by Major Companies - Meta Platforms signed new power purchase agreements (PPAs) for 100% energy from Engie North America's $900 million solar project [4] - Amazon secured a long-term PPA with Avangrid for solar energy supply for its Pacific Northwest data centers [4] Group 4: Nuclear Energy Investments - Hyperscale data centers may require significant energy, leading companies like Amazon, Alphabet, and Microsoft to invest in nuclear energy [5] - Microsoft reached a PPA with Constellation Energy to restart the Three Mile Island Unit-1 reactor to meet energy demands [5] Group 5: Regulatory Support for Nuclear Energy - Regulators, including the Tennessee Valley Authority, are supporting the shift to nuclear energy by signing multiple PPAs for low-power and small modular reactors [6] - Stocks like NuScale Power are expected to benefit from this regulatory shift, along with GE Vernova and Hitachi [6]

Company Valuation & Capacity - Fermi Energy IPO at $682.5 million market cap [1] - Fermi is building 11 GW power infrastructure in Texas [1] - Fermi is building 39x the capacity of Core Scientific [1] - Core Scientific operates 280 MW capacity at $3.1 billion valuation [1] - Fermi is trading at 22% of Core Scientific's price [1] Financial Highlights & Investment - Fermi to collect $150 million prepayment from first tenant on October 15 [1] - Vaneck is positioned in Fermi, considering it underpriced [1] Industry Perspective - Power infrastructure is getting Bitcoin mining multiples without mining Bitcoin [1]

Core Insights - Ocean Biomedical, Inc. is strategically diversifying into power infrastructure and cryptocurrencies to enhance long-term value creation for shareholders [1][2] - The company aims to leverage its leadership team's experience and strategic partnerships to pursue growth opportunities in the power and digital asset sectors [2][3] Strategic Rationale for Expansion - The company identified power generation and digital assets as synergistic verticals where existing expertise can be mobilized quickly [4] - Ocean Biomedical plans to develop and operate power assets focusing on data center-grade infrastructure and grid-interactive generation [5] - A digital treasury model will be adopted, allocating cash reserves into established cryptocurrencies like Bitcoin and Solana [5] Forward-Looking Growth Objectives - The company intends to release additional details regarding the scale, location, and technology profile of its initial power projects in the coming months [4][5] - A defined framework for cryptocurrency holdings will be established, including governance, custody, and rebalancing mechanisms [5]