Shay Boloor(@StockSavvyShay):ERCOT is forecasting Texas electricity demand rising doubling to 145 GW by 2031 which is about ~10 GW per year so meeting that demand requires a lot more power at every step of the chain: • $VST monetizes generation thats already operating and connected to the Texas grid • $GEV supplies gas turbines needed to bring new generation online • $BE brings power directly onsite when data centers cannot wait for grid connections • $VRT handles power and cooling infrastructure once that electricity reaches data center Essentially every new gigawatt creates another opportunity across generation, grid access and infrastructure inside the data center.

2026.09.17 18:16

ERCOT is forecasting Texas electricity demand rising doubling to 145 GW by 2031 which is about ~10 GW per year so meeting that demand requires a lot more power at every step of the chain: • $VST monetizes generation thats already operating and connected to the Texas grid • $GEV supplies gas turbines needed to bring new generation online • $BE brings power directly onsite when data centers cannot wait for grid connections • $VRT handles power and cooling infrastructure once that electricity reaches data center Essentially every new gigawatt creates another opportunity across generation, grid access and infrastructure inside the data center.