A big announcement
The almost headlines
In case you missed
Capital + cooling tech to accelerate high-density AI campuses across the Americas.
Acquire 100% equity from Macquarie; closing 1H 2026 (approvals).
50+ campuses / >5 GW across U.S. & LatAm; advanced cooling for high-density AI.
AIP’s first step toward $30B equity plan (up to $100B incl. debt).
Existing leadership to continue; focus on sustainable, scalable compute.
Low-emissions gas power with AI-optimized quality for predictable hyperscale loads.
Energy Transfer to supply gas; platform with INNIO Jenbacher and ABB.
Emphasis on power quality, heat rejection, and stable consumption profiles.
400+ manufacturing jobs (Dallas/Houston) + ~350 long-term Texas roles.
Focus on scalable, lower-emission power for DCs and industry.
LEED Gold, liquid-cooled, 100% clean power.
Scalable to ~1 GW; ~1,800 peak construction jobs; ~100 initial ops jobs.
$1.5B+ investment; supports AI assistants, live translation, video tools.
Closed-loop liquid cooling (near-zero water most of year); water-positive by 2030.
Runs on 100% renewable energy; local partnerships (e.g., DigDeep, TWAC).
Power-as-a-service to bridge interconnection gaps and harden grid/AI resiliency.
897 MW mobile fleet serving DCs, utilities, large enterprises; multi-fuel capable.
Provides permits/engineering/maintenance/fuel mgmt under PaaS leases.
Plan to expand data-center offerings, lengthen industrial contracts, grow fleet.
EPA Class VI-permitted site targeting up to 1.6 Mt/yr CO₂ injection from 2026.
Elk Hills (Kern County) storage in 26R; total storage capacity ~38 Mt.
First injection early 2026; CRC–Brookfield CTV JV (51%/49%).
Supports CA’s 2045 carbon neutrality goals and Central Valley jobs.
Largest AZ behind-the-meter battery stabilizes new EAF and eases grid peaks.
58 Tesla Megapack 2XL; 20-yr storage services; COD Oct 2025.
Supports Nucor bar-mill expansion (EAF to 600k t/yr); AEPCO operates.
25 MWac solar to follow in 2026; reduces grid strain and enables RE use.
Pre-funded $70M program to retire legacy wells—environmental and fiscal guardrails.
Mountain State Plugging Fund: $70M/20-yr commitment (guaranteed by OneNexus).
Target ≥1,500 wells in first 20 yrs; aim 250/yr thereafter; managed by Next LVL Energy.
No taxpayer cost; template for proactive P&A financing.
Biogenic CO₂ capture online; York now piping to Trailblazer as GPRE scales low-CI fuels.
High-capacity saline storage to anchor Gulf Coast decarbonization and jobs growth.
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.