Filtered library · Theme
ai-data-center-power theme · 2 dossiers
Dossiers in the ai-data-center-power theme cluster — 2 names moving on shared catalysts.
All dossiersKGS
Kodiak Gas Services, Inc.
Gas-compression operator re-rated as a behind-the-meter data-center power play. Q1 (2026-05-11) cleared the binary: record EBITDA $190M, FY guide raised to $820–860M, and a disclosed 650 MW capacity + 1.3 GW pipeline replacing the old 100…
Special situation industrial-power-ai behind-the-meter-power
catalyst · →
POWI
Power Integrations, Inc.
800VDC AI-data-center power theme ACCELERATING (Navitas joined NVIDIA MGX 2026-06-03; POWI Kyber aux-PSU designs 2026-06-01), but POWI broke -9.7% on 2026-06-05 in a sector selloff and is now testing the $74-78 May breakout shelf. Shelf…
Theme leader ai-data-center-power gan-power-semis
analysed · →