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Generac Stock Rallies: Why AI Matters More Than Earnings
Yahoo Finance· 2026-02-13 20:29
As AI models become more complex, the physical data centers hosting them consume unprecedented amounts of electricity. These facilities cannot afford downtime. However, the U.S. power grid is becoming increasingly unreliable. A recent report by the North American Electric Reliability Corporation (NERC) indicated that nearly half of the U.S. population lives in areas at risk of power shortfalls over the next five years.The primary fuel for this rally was the projected growth in Generac’s Commercial & Industr ...