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US-Israel strikes on Iran pushed Brent up 65% and shut the Strait of Hormuz. The AI-name risk-off is noise - the lasting channel is datacenter-power economics and a defense rotation.
GE Vernova carries ~25% of the world's electricity on its installed base and books gas turbines years out. Its three segments, the datacenter-power bottleneck, and the bull and bear cases.
VST, CEG, NRG, GEV, ETR, SO, AEP - the IPPs and utilities feeding hyperscaler AI campuses. ~0.55 residualized correlation. Pure exposure to GW-scale PPAs, not to NVDA's margin trajectory.
AI data centers need massive grid investment. The fight is over whether ordinary ratepayers should share the cost.
Zerra’s proposed Queensland campus puts power location, cooling and phased construction at the center of AI data center planning.
A planned 350 MW AI campus in Frankfurt (Oder) shows how grid access can decide whether large data center projects can scale.
The Silent Power Drain Behind Every AI Reply A casual question posed to Google’s Gemini in...