2G Energy: Texas Forces Data Centers to Use On-Site Power – My Bull Case Projects €1 Billion in Revenue

Regarding 2G Energy, I believe the market is still underestimating data centers as a new growth driver. Orders worth over €300 million for data centers have already been received this year, and the project pipeline is estimated to be of a similar magnitude. Orders with down payments still need to be converted into final contracts. Consequently, I consider it likely that 2G will announce further data center orders extending into 2026. On-site power generation becomes a growth driver This trend is driven by the enormous electricity demands of...