industrial-power-ai theme · 2 dossiers

Pure-play EPC for hyperscaler gas-fired data-center power; narrative ACCELERATING but crowded. Near-term binary is hyperscaler FY26 capex commentary in late-April prints (MSFT/GOOGL/META/AMZN). Q1 FY27 print ~2026-06-04 is the next…

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;…