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NRG Energy (NRG) has transformed from a traditional utility into a critical stability anchor for digital infrastructure. In a world where AI models develop an exponential appetite for energy and renewable energies are too volatile for 24/7 training, NRG's dispatchable gas power plant fleet is no longer part of the "Old Economy,” but rather the physical foundation of the tech revolution. The structural advantage lies in the massive, instantly available capacity (approximately 25 GW following the LS Power acquisition). While competitors wait years...
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