Story thread · 2 reports / 2 sources
The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.
247wallst.com · 2h · first report
How the coverage leans
Across 2 sources · syndicated copies counted once
PJM capacity prices just hit the ceiling for the third straight auction, and the utilities scrambling to meet hyperscaler demand are not all playing the same game. Three names are getting paid to solve the grid crisis in very different ways, with very different risks hiding behind the same tailwind.
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