The Claims · Open · no dated clock · GE Vernova turbine slots are booked years past the next Nvidia cycle
Hyperscalers become power companies
Before the end of 2027, at least one major hyperscaler announces wholly-owned electricity generation for AI load, built and operated, not a purchase agreement.
Series · Close Fri 16 Oct
Utilities (sector, five-day)
+2.28%
Grade
Open.
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