Browsing Tag
ERCOT
30 posts
Cipher Digital extends Texas AI data center deal as Barber Lake revenue tops $9bn
Cipher Digital lifts Barber Lake contracted revenue above $9 billion with a new 10-year AI lease adding about $5.2 billion.
CenterPoint Energy (CNP) Q2 2026 beats: Houston load queue swells to 14 GW, capex plan lifted $1.2bn
CenterPoint Energy submits 14 GW of Houston load via ERCOT Batch Zero, a 65% jump over current peak, and lifts its 10-year capex plan to $66.7 billion.
American Electric Power’s AEP Texas secures $3.26bn grid loan as AI demand reshapes power infrastructure
Read how American Electric Power’s $3.26bn AEP Texas grid loan could reshape AI-era power demand, infrastructure growth and utility sentiment.
Argan (NYSE: AGX) record Q1 FY27 print runs into the data center power debate
Argan (NYSE: AGX) just printed 50 percent revenue growth on AI data center power demand. The real test is whether the USD 2.8B backlog converts cleanly.
Eos Energy (EOSE, NASDAQ) ramps Line 2 as zinc storage hits scale test
Eos has a USD 24 billion pipeline and a brand-new battery line. The bottleneck was never demand. It is whether zinc storage can scale profitably in time.
Strategic Value Partners deepens ERCOT power bet with New Frontera control deal
Texas power demand is surging faster than grid comfort allows. Strategic Value Partners’ New Frontera deal shows where capital is moving.
A 1.4GW power move: Can IREN Limited turn Sweetwater 1 into an AI infrastructure breakout?
Discover how IREN Limited’s Sweetwater 1 energization could unlock AI compute capacity, reshape power economics, and test execution at scale.
Energy Vault Holdings, Inc. strengthens Texas position with McMurtre battery storage acquisition (NYSE: NRGV)
Energy Vault expands into Texas with a major battery storage acquisition aimed at long-term grid and AI infrastructure growth. Find out what it means next.
OPC Energy Ltd. (TASE: OPCE) raises $255m equity after record 2025 results as US power demand surges
OPC Energy Ltd. raises $255 million after record earnings as U.S. electricity demand surges. Discover what this means for power markets and investors.
Who is Adrian Rodriguez and why did AEP pick a regulatory lawyer to run its Texas utility?
AEP names Xcel Energy veteran Adrian Rodriguez president of AEP Texas. What it means for the $72bn grid plan and investors. Read the full analysis.