2G Energy: AI Data Centers in the USA Offer Significant Market Potential for Decentralized Power Generation!
The electricity consumption of US data centers will account for half of the growth in electricity demand by 2030.
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The stock of 2G Energy (i) is one of my favorite small-value stocks in Germany. The company sees significant market potential for its continuous-running, gas-powered reciprocating engines in the USA. This arises from the expansion of infrastructure for AI data centers. More and more facilities will not be supplied from the public power grid, but are expected to be increasingly covered by decentralized power plants. Thus, 2G Energy is well-positioned with its combined heat and power plants (CHPs) as well as the demand-response engine. In the USA,...
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