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Feb 11
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LONG
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George Hershman
CEO, SOLV Energy
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"We're the largest provider of energy services to solar and storage... Pricing its IPO at $25 a share... The vast majority of load demand is because of AI." AI data centers are creating an urgent energy bottleneck. Solar + storage is the "fastest to deploy" (12-18 months) and "lowest cost" solution. As the market leader in services (building/operating) rather than just hardware, MW captures this volume growth without the commoditization risks of panel manufacturing. Long MW as a direct infrastructure play on AI energy consumption. Regulatory delays in grid interconnection or transmission capacity constraints. |
CNBC
SOLV Energy CEO on IPO debut: We're the large...
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