Filtered library · Theme

ai-data-center-power theme · 1 dossier

Dossiers in the ai-data-center-power theme cluster — 1 name moving on shared catalysts.

KGS

Legacy gas-compression operator repriced as behind-the-meter AI power play post-DPS acquisition (closed 2026-04-01, 395 MW, 100 MW to a hyperscaler). Sell-side upgrade cluster (GS $69, BofA $70, JPM, Barclays, RBC) in the last 6 weeks;…

a4Special situation industrial-power-ai behind-the-meter-power

catalyst · 2026-05-13 →