2G Energy: The first major data center contract in the triple-digit MW range is here. More orders are in the pipeline!

Time and again, we have reported for months about the great opportunities in decentralized power generation for data centers with our benchmark stock 2G Energy (i) - the largest position in our portfolio. NVIDIA CEO Huang has emphasized in the past that the availability of electricity - not the availability of GPUs - will determine how far and how quickly the industry can scale. In a Stanford lecture series, Jensen Huang even suggested that the world underestimates energy demand. "The amount of energy we need for computing is probably 1,000 times...