NRG Energy, Inc. (NRG) Raises Full-Year Guidance, Driven by Strong Performance and AI-Driven Power Demand Opportunities

The article discusses the significant investments companies are making in AI infrastructure, particularly in data centers, hardware, and cloud services. It highlights the crucial role of AI-specific hardware like GPUs and ASICs in training AI models. Additionally, it emphasizes the growing importance of cloud infrastructure in supporting AI workloads.