RRR1

$NRGV CEO and CFO stressing Q3 Revenue was low as they fully expected and Q4 is going to be much bigger as deliverables are scheduled over the next 6-7 weeks. All being executed with a large backlog of $2.3B. CEO has indicated he has never been more excited and optomistic in the health and future of any company he has been involved in during his career. Big Ramp for Q4.

$GNS shareholders are angry after CEO @rogerhamilton announces another reverse split teapaw.org/rogerhamilton/status/2…

I won't with whoever this Polish Assassin guy is as he's unnecessarily abusive. But I'm happy to do one with you.

BREAKING: Anthropic has agreed to pay $3.4 billion for gas-fired generators for data centers, the FT reported, in what it described as the largest known single purchase of power-generation equipment by an AI lab

$NRGV earnings next week... Have not said who the hyperscaler is for the signed Texas project but $AMZN $GOOG $MSFT all have plans for data centers in Texas ... Speculating Google.. But any of these names would be huge for NRGV .. Q1 was $21.9M, Q2 was $17.5M .. Management raised year guidance to 270-310M so they need to update on Texas developments. Announced August 7, it is a 1.25 GW power system for an unnamed hyperscaler’s AI data center in Texas. It combines batteries, power conversion, Caterpillar generators, and control software. It is designed to be fully off-grid, bypassing ERCOT’s long connection wait. Expected revenue is $500–600M from the second half of 2026 through 2027. The 10-Q describes this as revenue above $500M over that period. It is Energy Vault’s largest contract ever. The customer, developer, and EPC partner have not been named. Timing: Energy Vault announced its 1.25 GW Texas deal on Aug 7, the same week Amazon’s plant became public. That’s likely coincidence. Google/Crusoe is the most interesting circumstantial fit. Goodnight is off-grid, about 1 GW in scale, has space for ~1 GW of batteries, and Crusoe is already Energy Vault’s partner at Snyder. Microsoft/Kilby has a Caterpillar connection through Solar Turbines, but Energy Vault’s deal specifies Caterpillar gensets (engine generators), not turbines. Kilby’s 2028 first-power date also doesn’t match Energy Vault’s 4–12 month install window, unless its role is bridge power before the main plant is ready. Another thread: Eagle Point, the same lender that financed Energy Vault’s Rolls-Royce engines, also led financing for the Nexus AI data center campus in Hubbard, Texas, which has behind-the-meter power. One report says Google is funding a Texas campus leased by Anthropic and developed by Nexus, powered by gas plants. A shared lender doesn’t mean a shared project. mgrid.org/2026/08/10/energy-…

We’re pleased to announce that Energy Vault Japan has signed a strategic partnership agreement with PowerX, a Japanese manufacturer of grid-scale battery energy storage systems. Together, we’ll explore the supply of up to 1.5 GWh of PowerX’s Mega Power series for our projects in the United States in 2027. Manufactured in Japan and designed to meet US Foreign Entity of Concern requirements, these systems would give our customers a compliant supply chain for federal tax credit eligibility as US demand for storage continues to grow. We’ll also work with PowerX to develop, finance, build and operate BESS and data center projects across Japan, Australia and the United States. Read more: hubs.la/Q04DC8S30 #EnergyVault #TimeToPower #EnergyStorage #AIInfrastructure #DataCenters