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Mon, Jun 2

NEWS: How the AI rush is reshaping electric utilities

With electricity demand set to jump 25% by 2030, utilities are buying capacity off the shelf—and fast. (E&E News)

  • NRG, Vistra, Constellation, and even Wall Street firms have poured billions into acquiring gas-fired power fleets, viewing M&A as faster and cheaper than new builds (which can now run $2–3 million per megawatt). 

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