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#

The developer of power infrastructure for Oracle’s New Mexico data center agreed to delay a deadline for action on a key air permit, giving state environmental regulators more time to review it rather than deny the application

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.

Space Infrastructure AI Neocloud / Power Infrastructure AI Biotech / Digital Health Photonics Energy Storage / Grid Resilience Physical AI / Robotics Sensing Memory Infrastructure / CXL Counter-UAS / Defense Tech SiC Power Semiconductors

The Dan IVES Wedbush AI Power & Infrastructure ETF $IVEP holds the companies powering AI, from utilities to grid equipment. Here is every stock in the ETF: 🥇 NextEra Energy $NEE 5.76% weighting 🥈 Southern Company $SO 5.28% 🥉 Equinix $EQIX 4.76% 4. Digital Realty $DLR 4.30% 5. Schneider Electric $SBGSY 4.27% 6. Williams $WMB 4.19% 7. Kinder Morgan $KMI 4.05% 8. Johnson Controls $JCI 4.03% 9. Constellation Energy $CEG 3.94% 10. Siemens Energy $SMERY 3.89% 11. GE Vernova $GEV 3.89% 12. Eaton $ETN 3.84% 13. Monolithic Power Systems $MPWR 3.60% 14. Quanta Services $PWR 3.57% 15. Vertiv $VRT 3.49% 16. Baker Hughes $BKR 3.45% 17. Hubbell $HUBB 3.05% 18. Cameco $CCJ 2.98% 19. Vistra $VST 2.92% 20. Bloom Energy $BE 2.74% 21. Talen Energy $TLN 2.61% 22. Southern Copper $SCCO 2.59% 23. NRG Energy $NRG 2.48% 24. Ormat Technologies $ORA 2.47% 25. BWX Technologies $BWXT 2.35% 26. Coherent $COHR 2.32% 27. Celestica $CLS 2.27% 28. nVent Electric $NVT 2.07% 29. Willdan Group $WLDN 1.49% 30. NuScale Power $SMR 1.22%

$NVTS just unveiled a 24 kW power board developed with $NVDA for its MGX ecosystem converting 800V directly to 12V for the next generation of AI racks. Navitas CEO says goal is to “bring power closer to the GPU” by eliminating an entire conversion step that would otherwise waste electricity as heat. Even a 1.5 percentage point efficiency improvement could free up ~15 MW for every GW of AI capacity to power more compute giving Navitas an early position in the power infrastructure Nvidia is building for Vera Rubin.

$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.