Barron's Sep 02
Paid articlePaywallThe Anti-Datacenter Sentiment Behind Vertiv’s $1.45 Billion Deal for Microgrid Provider
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Paid articlePaywall Vertiv: The Election Selloff Is Pricing In A Data Center Bust That The Order Book Doesn't Show
seekingalpha.com/article/4964560-vertiv-the-election-selloff-is-pricing-in-a-data-center-bust-that-the-order-book-doesnt-show
The Unwinding of the AI Trade Is Taking These Stocks Down With It the Most: Vertiv, Sandisk, and other stocks with AI and data-center exposure are the worst ...
trib.al/wSoKzlj
Barron's Oct 28
Paid articlePaywall The High-Voltage Stopgap That Could Save the AI Buildout: “Sidecar” transformers from the likes of Vertiv and Eaton help keep servers safe as data centers grow ...
barrons.com/articles/high-voltage-stopgap-ai-data-centers-7914aa44
Data center stocks slide as Korea IPO plunges 30%, pressuring tech sentiment: Neocloud stocks are falling again following the sector's troubles last week
cnbc.com/2026/10/20/data-center-stocks-slide-as-korea-ipo-plunges-30percent-pressuring-tech-sentiment.html
Oracle Invokes Force Majeure as New Mexico Project Jupiter Power Work Faces Hurdles
enr.com/articles/63720-oracle-invokes-force-majeure-as-new-mexico-project-jupiter-power-work-faces-hurdles
BofA cuts to the chase on AI data center demand : Andrew Obin's team came back from a key Washington conference with a new risk investors need to watch.
star-telegram.com/news/business/article317317242.html
This data center stock is up over 1000% in the last five years. Trader Mike Khouw sees more gains
cnbc.com/2026/09/08/this-data-center-stock-is-up-over-1000percent-in-the-last-five-years-trader-mike-khouw-sees-more-gains.html
WV data center head: State got 1st application for microgrid certification this week
wvgazettemail.com/news/energy_and_environment/wv-data-center-head-state-got-1st-application-for-microgrid-certification-this-week/article_8d6842dd-4004-5d7c-8422-ff49acedaf49.html
In Bloom Energy's slipstream: Ballard Power +8% against the market - | Opportunities with Vertiv
deraktionaer.de/artikel/mobilitaet-oel-energie/im-windschatten-von-bloom-energy-ballard-power-8-gegen-den-markt-chancen-mit-vertiv-20401121.html
Vertiv Benefits From Strong International Expansion: More Upside Ahead?
qz.com/vertiv-benefits-from-strong-international-expansion-more-upside-ahead
TER Rides on Accelerating Data Center Growth: A Sign for More Upside?: Teradyne rides on booming AI data center demand, with AI apps driving more than 60% of ...
qz.com/ter-rides-on-accelerating-data-center-growth-a-sign-for-more-upside
Fast, modular, and solar-powered: a better way to build data centers: Redwood Energy and Crusoe partnered on a first-of-a-kind solar microgrid with secondhand EV ...
fastcompany.com/91513906/fast-modular-and-solar-powered-a-better-way-to-build-data-centers
Barron's Feb 11
Paid articlePaywall Vertiv Stock Soars. Earnings Shake Off Concerns the AI Trade Is Losing Steam.: Vertiv posts fourth-quarter earnings per share of $1.36 from sales of $2.9 billion ...
barrons.com/articles/vertiv-earnings-stock-price-b5c45c67
This massive new data center is powered by used EV batteries: A new project shows that it's possible to build data centers cheaper and faster while also slashing ...
fastcompany.com/91352158/this-new-data-center-is-powered-entirely-by-used-ev-batteries
This battery recycling company is now cleaning up AI data centers: Redwood Materials plans to repurpose EV batteries to build renewable-powered microgrids.
technologyreview.com/2025/06/26/1119402/this-battery-recycling-company-is-now-cleaning-up-ai-data-centers/
Key FactsRedwood Materials Launches Energy Storage for AI Centers
Jun 27, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: techcrunch.com
Summary created with AI assistance · Source: techcrunch.com
- Redwood Materials created Redwood Energy to repurpose retired EV batteries for commercial energy storage.
- The initial deployment supports Crusoe’s modular AI data center using a system of 805 reused batteries.
- This microgrid generates 12 MW and stores 63 MWh of solar energy to power the data facility.
- The company aims to reach 20 GWh of storage capacity by 2028, positioning itself as a leader in battery reuse.
We started really early, and in a way we started Redwood almost too early.— JB Straubel, co-founder and CEO of Redwood Materials, discussing the timing of the company's establishment.
Redwood Materials diverts its battery hoard toward the AI energy boom: JB Straubel's startup launches Redwood Energy to turn used batteries into energy storage ...
businessinsider.com/redwood-materials-battery-energy-storage-ai-2025-6
Microgrid Legislation Aims to Lure Data Center Developers to West Virginia: Bill set to be signed by Gov. Patrick Morrisey would allow developers to use any kind ...
enr.com/articles/60662-microgrid-legislation-aims-to-lure-data-center-developers-to-west-virginia
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