Power infrastructure at data center speed takes integration. ⚡ Our medium-voltage switchgear & control e-house solutions arrive pre-integrated and factory-tested — so you deploy faster with less onsite complexity. 📄 Download the brief: #DataCenter# #CriticalPower# #PowerInfrastructure# $FLEX

⚡ AI is changing the power demands of the data center. Is energy storage ready to keep up? Join the Open Compute Project Foundation (OCP) on September 30for a free live Educational Webinar exploring how AI workloads, increasing rack densities, evolving safety standards and sustainability requirements are reshaping energy storage across the modern data center. Energy Storage Across the Modern Data Center: Evolving Standards, Sustainability, and AI-Related Power Quality 📅Wednesday, September 30, 2026 ⏰ 11:00 AM ET 💻 Live Virtual Event 🎟️ Free to attend As AI infrastructure scales, highly dynamic workloads and synchronized GPU activity are creating new challenges for power delivery and power quality. At the same time, energy storage is moving beyond its traditional role as backup power, with new approaches bringing storage closer to the compute itself. Our panel of experts will explore: 🔹How AI workloads and higher rack densities are changing energy storage requirements 🔹 The impact of evolving standards including UL 9540A and NFPA 855-2026 🔹 The role of energy storage in managing GPU power transients and on-site generation 🔹 Sustainability, lifecycle impacts, recyclability and responsible battery sourcing 🔹 What operators should consider when evaluating energy storage for future AI infrastructure Hear perspectives from: 🎤 Jay Dietrich, Research Director, Sustainability and Energy, Uptime Institute 🎤 Jake Whitacre, Senior Product Manager, ZincFive 🎤 Dr. Matthew Raiford, Senior Technical Director, CBI 🎤 James Kelly, VP Market Intelligence and Innovation, Open Compute Project Foundation Whether you work in data center power, infrastructure design, electrical engineering, hardware, sustainability, energy storage or safety, this is an opportunity to hear from experts about a rapidly evolving part of the AI infrastructure stack. 👉 Learn more and register FREE: #OpenComputeProject# #OCP# #AIInfrastructure# #DataCenters# #EnergyStorage# #DataCenterPower# #ArtificialIntelligence# #Sustainability# #PowerInfrastructure# #OpenCompute#

AUSTRALIA DATA-CENTER POWER DEMAND SEEN JUMPING 7X Australia expects data-center electricity use to rise to 34 TWh by 2035-36, lifting its share of national power demand to 13% from just 3% today. The boom could drive as much as A$150B in data-center investment by 2030, but comes as 13 GW of coal and nearly 2 GW of gas generation are scheduled to retire over the next decade. AEMO warns data-center demand can come online much faster than new power infrastructure, increasing the risk of grid bottlenecks and higher electricity costs.

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$FLEX officially named its upcoming Cloud and Power Infrastructure spin-off Axiom Solutions International, ticker $AXM. The separation is still targeted for Q1 2027. I have written about Flex before and I think this is the part of the company that deserves a much closer look. Power, cooling and compute infrastructure under one roof, now with EPC Power added before the separation. Interesting board choices too. Lumentum CEO Michael Hurlston joins alongside two former Eaton executives with deep electrical infrastructure experience. November 10 should be interesting. Flex will give us a much better look at what they are actually building here.

ELON MUSK: AI could face a major power shortage as soon as 2027. Musk says the consensus among analysts closely following AI is that there could be at least a 15 GW power shortfall for AI data centers in 2027. The reason? AI deployment is growing at roughly 40–50% per year, while available power outside China is increasing by only around 10–20%. AI is scaling faster than the world’s power infrastructure. The next AI bottleneck could be electricity.

We don't have enough power. AI chip-driven electricity demand is projected to surge to a record ~315 gigawatts globally by 2033. That would represent an increase of more than +1,100% since 2025. The US is expected to account for ~64% of this new AI electricity demand, or ~200 GW. Meanwhile, AI data centers are also putting huge strain on power infrastructure. During model training, hundreds of thousands of GPUs can power up and down simultaneously, causing electricity usage to spike as much as 50% above design capacity. These sharp power swings can accelerate wear on batteries, generators, cooling systems, and other critical infrastructure, increasing maintenance and replacement costs. We need new energy infrastructure.

$GNRC SIGNS UP TO $8B $AMZN DATA CENTER POWER DEAL Generac has entered into a long-term agreement to supply backup power generators for Amazon data centers, with aggregate payments under the deal potentially reaching $8 billion. Initial generator deliveries are expected to total about $2.4 billion across 2027 and 2028. As part of the agreement, Amazon received warrants to purchase up to 1.69 million Generac shares at $200.93 each. About 308,000 shares vested immediately, while the rest will vest in stages as Amazon’s payments to Generac increase toward the $8B threshold. The warrants can be exercised through September 2033. The deal gives Generac a major long-term customer as hyperscalers continue expanding data center capacity and the power infrastructure needed to support it.

When you buy $10,000 of the Dan Ives Wedbush AI Power & Infrastructure ETF $IVEP here's how much of each stock you're buying: $483 of Schneider Electric $SBGSY $436 of Constellation Energy $CEG $426 of Eaton $ETN $419 of Equinix $EQIX $418 of Siemens Energy $SMERY $407 of Williams Companies $WMB $404 of NextEra Energy $NEE $399 of Baker Hughes $BKR $390 of Southern $SO $389 of Johnson Controls International $JCI $384 of Digital Realty Trust $DLR $381 of Quanta Services $PWR $371 of Kinder Morgan $KMI $358 of GE Vernova $GEV $349 of Monolithic Power Systems $MPWR $349 of Vertiv Holdings $VRT $344 of Cameco $CCJ $317 of Southern Copper $SCCO $315 of Bloom Energy $BE $314 of Coherent $COHR $307 of Vistra $VST $278 of nVent Electric $NVT $277 of Celestica $CLS $273 of Hubbell $HUBB $238 of NRG Energy $NRG $218 of BWX Technologies $BWXT $202 of Talen Energy $TLN $194 of Ormat Technologies $ORA $178 of NuScale Power $SMR $163 of Willdan Group $WLDN Disclosure: Wedbush is a WOLF Financial partner. This post is for informational purposes only, not investment advice.

SB Energy, a power infrastructure firm backed by SoftBank and OpenAI, filed for a US initial public offering, becoming the latest company to seek to capitalize on the growing power demand for data centers