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There's a Hidden Power Shift Happening Under Our Noses If you only read the news, you'd think the huge demand for AI power is only about big utility companies. We hear about giants like NextEra, Constellation, and Vistra. They have massive power plants. They plan new nuclear and solar projects. …

Microgrids Aren’t Experimental Anymore-Here’s The Market Map From Heavyweights To High Beta Plays Microgrids used to sound like a research project. Now they run airports, campuses, retail chains, mining sites, military bases, and remote communities. At this point the question is not “wіll micrоgrіds hаppen” but “whіch pаrt оf thе …

Healthcare, Fleets, And Campuses Are Becoming Microgrid Hotspots – Here’s Who Plays It If you want to see where microgrids are actually being used, look at who cannot afford the power to go out. That is where the early money is flowing. Hospitals and essential retailers already use them. Bloom …

Microgrid Giants Are Building The Future – But Small Caps Are Where The Real Leverage Is If you want to know whether microgrids are real or just buzzwords, stop looking at tiny tickers for a second and look at who is actually building them. AlphaStruxure is doing microgrid-as-a-service for the …

7 Big Energy Storage Names To Know – Plus A Small Cap Bucket For Higher Risk The end of U.S. EV and solar credits is noisy headline stuff, but the adoption curve has not stopped. EV sales were about 4 million in Q1 2025, up roughly 35% year over year, …

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

This is a well-structured framework. The electrons-flow approach clarifies the thesis better than most AI power analysis I've seen. One observation worth adding: the institutional positioning in 13F filings leans heavily toward centralized infrastructure rather than the distributed layer you're describing. Names like Constellation Energy, Vistra, and Vertiv appear across …

The Distributed Power Stack: Microgrids, Storage, and the Quiet Picks Behind AI Data centers are multiplying. Power demand is spiking. Classic utilities and heavy grid contractors get most of the airtime, but there is a second lane that sits closer to the bottlenecks: distributed power at the site level. Think …