A big announcement
The almost headlines
In case you missed
92× 25-MW packs to support one of the world’s largest data centers.
High-temp operation to 122°F, strong transient response; ~10-pt efficiency edge claimed.
Estimated >$300M/yr fuel savings at full deployment.
Funds new hyperscale/AI builds across five campuses; first AAA tranche in non-hyperscale DC ABS.
Retired $6.5B bank debt (Jul ’25); >70% revenue from IG tenants.
Enterprise platform: 10 DCs / 4 campuses, ~500 customers.
Smaller, sector-specific models on Armada’s Galleons and Edge Platform.
gpt-oss-120b tested on Galleons; latency-sensitive, sovereignty-compliant deploys.
Target sectors: O&G, mining, public safety, defense; focus on energy-efficient inference.
Minority stake to accelerate a cross-border BESS platform toward 5 GW by 2030.
Active in NL/DE/BE/ES with 70 MW operating and 450 MW under construction.
Platform connects sites for real-time flexibility and congestion relief; €2B+ LT contracts.
U.S.-made zinc batteries; initial 200 MWh at 10-hour duration.
Targets solar-plus-storage for DCs and manufacturing; non-flammable tech.
Supports domestic manufacturing and grid resilience.
“Sundance” hybrid for CORE Electric; COD late 2026.
~25k homes served; ~250 construction jobs; $9.5M taxes over life.
~$190M construction financing (coord. lead MUFG); EPC McCarthy.
Refined-products line from Texas to AZ/CA with LV connectivity.
New Borger→Phoenix pipe; reversal of SFPP for east-to-west flows.
Open season: Oct 20–Dec 19, 2025.
Pairs modular DCs with subsurface bio-stimulated hydrogen production.
Standardizes delivery across wind/solar/BESS; real-time portfolio visibility.
Four-hour system next to Twiggs Solar; COD 2027.
Initial rollout in the Middle East using turbines, engines, and QPac platform.
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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.