DRONE VOLT (Euronext Paris: ALDRV) announced a new UK grid infrastructure project with AMPACIMON tied to National Grid’s Dynamic Line Rating (DLR) rollout across 360 miles of high-voltage transmission lines. 🔹 Drone Volt will utilize its specialized LineDrone platform to install sensors directly on live high-voltage power lines without requiring grid shutdowns 🔹 The project supports modernization of electrical infrastructure and greater integration of renewable energy across the grid 🔹 Management views the partnership as an important step in expanding Drone Volt’s international Drone-as-a-Service (DaaS) business and exporting its specialized aerial robotics expertise globally Drone Volt recently participated in the WTR Insights Conference. The replay is available on demand, and additional Drone Volt research is accessible on the WTR platform. check out John Roy, Ph.D.'s full report for more! $ALDRV #Drones# #Robotics# #EnergyInfrastructure# #GridModernization# #RenewableEnergy# #Automation# #Technology# #SmallCap# #Stocks# #Investing# #WaterTowerResearch# @drone_volt

JPMorgan $JPM will use New York climate week to establish itself as the go-to bank for upgrading the US grid “For us, this is going to be our biggest participation and biggest New York climate week for the firm,” The bank will be “engaging over a hundred clients” at the event, and intends to “talk about the need to finance grid modernization.” “We’re entering an era where access to power increasingly shapes where companies invest, grow, and compete,” Zichal said. “As a financier to companies across the economy, we see grid modernization not simply as an infrastructure challenge, but as an economic competitiveness imperative.” - Heather Zichal, JPMorgan’s global head of sustainability

AI is creating one of the largest new electricity loads in decades and now its also becoming the intelligence layer needed to operate energy system supporting it. U.S. AI-in-energy market is expected to reach ~$42B by 2035 which is ~13x today as grid modernization, energy security and rising power complexity force utilities and data centers to automate more of the system. That creates opportunities across the entire power stack: Generation & Onsite Power • $CEG maximizing output & uptime across nuclear generation as AI drives baseload demand higher • $VST monetizing rising electricity demand while optimizing generation & dispatch across its fleet • $BE deploying behind-the-meter fuel cells that let AI data centers add reliable onsite power without waiting years for grid upgrades • $NEE combining large-scale generation, renewables & storage with one of the biggest development pipelines serving future load growth Grid Intelligence & Utility AI • $ITRI pushing intelligence directly to grid edge through smart meters, distributed intelligence & real-time utility data • $GEV using GridOS & digital infrastructure to make an increasingly complex electric grid easier to forecast and operate • $PLTR turning fragmented utility, generation & asset data into real-time operating decisions Storage, Demand Response & Grid Flexibility • $EOSE building long-duration storage that can shift electricity across hours as AI increases value of dispatchable power • $FLNC combining grid-scale batteries with software that determines when & where storage should dispatch • $TSLA using Autobidder to optimize Megapack fleets & electricity-market participation • $TE expanding into battery & energy infrastructure as AI data centers create new demand for behind-the-meter power systems Data Center Energy Management • $VRT optimizing the power & cooling path from grid all the way to increasingly dense AI racks • $MOD supplying precision cooling as higher rack densities make thermal management a larger part of AI infrastructure spend • $ON supplying the power semiconductors that improve conversion efficiency as AI data centers transition toward higher-voltage architectures

Jensen Huang just told you where to invest in 2026: Sustainable energy. His argument is simple: For decades, building solar farms and nuclear plants required government subsidies. The economics didn't work on their own. That era is over. AI data centers have created a power demand so massive that the market will now pay you to build clean energy infrastructure. No subsidies needed. The economics work without them. "Back in the old days you needed government subsidies to go build solar farms, to build nuclear plants. Now the market will pay you to do it." This is a structural shift, not a policy bet. America's energy grid was built for a different era. It is archaic. It was not designed to handle hundreds of gigawatts of new AI compute demand coming online in a compressed timeframe. That grid needs to be upgraded. The transmission lines, the substations, the generation capacity, all of it. Huang is saying that for the first time in history, the economic incentives to fix all of that are fully aligned with the technology incentives. The companies building that infrastructure, whether it's nuclear power, utility-scale solar, grid modernization, or energy transmission, are sitting at the intersection of two of the most powerful demand curves in the world right now. AI and the clean energy transition. That is not a two-year trade. That is a decade-long buildout. Our analysts are already positioned in the names at the center of this shift. They called $AMD, $MU, $CRDO and $NBIS before the big runs. Don’t miss their call, come join us for just a $1. (link in bio)