2G Energy: New 275 MW Order - the Data Center Story Now Extends to 2028

At 2G Energy (i) - which we have in the Traderfox model portfolio with +160% - the next major order confirms that the data center business will become a multi-year growth driver. Energy Vault orders power generation systems with a total output of 275 MW for its "Powered Land" and "Powered Shell" solutions in the USA. Target customers are AI data centers and hyperscalers. Delivery is scheduled from the fourth quarter of 2027 to the third quarter of 2028. Unfortunately, 2G Energy announced this order only via a press release and not ad hoc through...