NRG is betting the next AI bottleneck is electricity, not chips, and that data centers will have to bring more of their own power.
What happened: Startup Fortune reports that NRG is leaning into a bring-your-own-power model and virtual power plants as it positions itself for AI-driven data-center demand.
Why it matters: That is the clearest same-day sign in this edition that AI infrastructure is shifting the utility conversation from abstract demand forecasts to who pays, who builds, and how fast the grid can move.
Source: Startup Fortune, May 17.