Andy

[Football clips @Mohqoshin]

Simon Jordan Defends Jim Ratcliffe being CRITICISED by Man United fans for anti-immigration RANT #mufc

[Andy @Andy_113355]

$NRGV

[Energy Vault @EnergyVaultInc]

Energy Vault Expands Asset Vault Platform with Portfolio Acquisition of Goshe Energy Storage, Adding More Than 2.3 GW of U.S. BESS Projects, including 350 MW Ready to Build.

The portfolio includes two ready-to-build projects totalling 350 MW, both expected to reach commercial operations in Q1 2028. As part of the acquisition, Goshe's leadership team and development professionals, who bring more than 75 years of combined experience in project development, BESS project management and financial services, are joining Energy Vault. Energy Vault has also secured a credit facility commitment of up to $40 million from S2G Investments to support the portfolio's development, construction, and operations. This acquisition is a material step forward for Energy Vault's independent power producer business and build, own and operate model, adding a long-term, owned-asset platform designed to deliver predictable, recurring value.

Read the full announcement:https://t.co/izxSUS4e0E

#EnergyVault #EnergyStorage #BESS #IPP #TimeToPower

[Andy @Andy_113355]

@itstransient Im deffo being conservative tbh.. id be thinking more like $100 bull case

[Andy @Andy_113355]

$NRGV disgustingly undervalued! Long-term they are going to be a very big deal! 2030 PT of $60, 2036 PT $175

[Andy @Andy_113355]

$NRGV

[Energy Vault @EnergyVaultInc]

Today we announced closure of financing on 275MW of Rolls-Royce MTU reciprocating engine generation capacity for hyperscale AI infrastructure.

The 275 MW of long-lead reciprocating engine generation capacity, utilizing proven Rolls-Royce MTU technology, will begin delivery in H2 2027.

The secured generation capacity strengthens our Powered Land solutions to accelerate speed-to-power, supporting current multi-Gigawatt onsite power infrastructure discussions underway for large-scale AI and high-performance computing campuses, while providing critical long-lead equipment as the we scale our Build, Own & Operate infrastructure model.

Read the full announcement: https://t.co/3CqsRkv5ii

#EnergyVault #AIInfrastructure #HyperscaleAI #DataCenters

[Andy @Andy_113355]

$NRGV

[Energy Vault @EnergyVaultInc]

That’s a wrap on Datacloud USA 2026 in Austin.

A great couple of days connecting with leaders across the data center, hyperscale, energy and finance ecosystem, and discussing the critical role energy infrastructure will play in powering the next generation of data centers and AI campuses.

Thank you to everyone who met with the Energy Vault team and shared their insights throughout the event.

The conversations don’t stop here. If you’re exploring powered land, onsite energy or Energy Storage as a Service (ESaaS), get in touch with our team.

https://t.co/3hskUoQled

#DatacloudUSA #DataCenters #AIInfrastructure #EnergyStorage #EnergyInfrastructure #EnergyVault

[Andy @Andy_113355]

$NRGV

[Energy Vault @EnergyVaultInc]

Another major step for the Stoney Creek BESS project.

Today, Energy Vault announced the completed acquisition of the project land for the 125 MW / 1 GWh Stoney Creek BESS in New South Wales, Australia, following FIRB government approval.

The milestone advances the project toward construction, now expected to begin in Q1 2027, with commercial operations targeted for H1 2028.

Supported by a 14-year LTESA, Stoney Creek will deliver eight hours of energy storage capacity to the New South Wales power system.

Read the full announcement: https://t.co/VqfieHkdaG

#EnergyVault #EnergyStorage #BESS #BatteryStorage #EnergyTransition #GridResilience #Australia

[Andy @Andy_113355]

$NRGV

[Energy Vault @EnergyVaultInc]

The Energy Vault team is on the ground at Datacloud USA 2026 in Austin, connecting with leaders from across the data center, hyperscale, energy and finance ecosystem.

It’s been great to get the conversations underway around one of the industry’s biggest challenges: achieving speed to power for the next generation of data center and AI infrastructure.

From powered land and onsite energy to Energy Storage as a Service (ESaaS), our team is here to discuss the solutions helping operators overcome power access constraints and accelerate deployment.

If you’re at Datacloud USA, come and meet the team. Level 3 / Booth 3-155. https://t.co/GHH0xRmbbm

#DatacloudUSA #EnergyVault #DataCenter #AIInfrastructure #ESaaS #Austin #TimeToPower

[Energy Vault @EnergyVaultInc]

Italy's Council of Ministers has designated Energy Vault's Digital Vault Sulcis a program of pre-eminent national strategic interest.
The designation accelerates the administrative pathway for the project's remaining approvals, cutting "time to power" for an initial ~30 MW Edge AI data center in Sardinia, scaling toward 100 MW+.

It's another strong proof point for our Build, Own & Operate model expanding into AI infrastructure: powered land, energy infrastructure, and compute, built for long-term stability and performance.

Learn more: https://t.co/k4dg6oj2YL
#EnergyVault #AIInfrastructure #DataCenters #Sardinia #NRGV

[Andy @Andy_113355]

@ukhomeoffice Lol!

[Suffragent @Suffragent_]

@ShabanaMahmood BECAUSE YOU’RE HOUSING THEM IN HMOs.

You should be jailed for treason.

[Andy @Andy_113355]

$NRGV

[Energy Vault @EnergyVaultInc]

We are in Austin next week for Datacloud USA 2026. Energy Vault will be on the ground across two days of deal-making, panels and networking with senior decision-makers from the data center, hyperscale, energy and finance ecosystem.

If you are planning your next data center or AI campus and want to talk powered land, onsite energy or ESaaS, book a meeting with our team in Austin. https://t.co/Plbi6CFvg7

#DatacloudUSA #EnergyVault #DataCenter #AIInfrastructure #ESaaS #Austin #TimeToPower

[Andy @Andy_113355]

$NRGV

[Energy Vault @EnergyVaultInc]

The data center power problem meets Energy Vault's solution.

We're exhibiting at Datacloud USA 2026, 1-3 September, in Austin, Texas, on the Datacloud Energy Stage.

Come and talk to our team about powered land, onsite energy and ESaaS, or book a meeting with us in Austin. https://t.co/SwFqFKEMkG

#DatacloudUSA #EnergyVault #DataCenter #AIInfrastructure #ESaaS #Austin

[Andy @Andy_113355]

$NRGV

[RRR1 @rrr1sr]

$NRGV For those who missed the Earnings Call yesterday. CEO has indicated we will be hearing another project from them out of New Mexico, at Mesa Del Sol. Little digging shows this is a Reasearch and Manufacturing Campus by Pacific Fusion. Will use Fushion Energy.

[Andy @Andy_113355]

$NRGV 🔥🔥🔥🔥😍😍😍😍

[Energy Vault @EnergyVaultInc]

Our Q2 2026 Financial Results Are Here.

Energy Vault’s Q2 2026 revenue more than doubled year-over-year, with backlog significantly expanding as we scale our energy infrastructure platform for the AI and data center market. See below for our key highlights from Q2 2026:

• Contract backlog expanded $650M to $2 billion, up 47% q/q and 107% y/y, driven by strong demand from the AI Compute Infrastructure segment.

• Q2 2026 revenue of $17.4 million, up 104% year-over-year, above consensus.

• GAAP gross margins of 31%, up 114% y/y and expanding 140 bps; Adjusted Gross Margin of 38.6%, up 166% y/y and expanding 900 bps.

• Cash grew 26% q/q to $148 million, the 6th consecutive quarterly increase, up 155% y/y.

• Global MW under operation, construction and RTB grew ~900MW y/y to ~1.1 GW, up 476%, on track to deliver initial $180M of recurring annual EBITDA over the next 18-36 months.

• Executed a contract for 1.25 GW of integrated power, storage and software infrastructure to support hyperscaler contracts in Texas, expected to generate near-term revenue of $500-600 million in 2H 2026 and 2027.

• Raising full-year 2026 revenue guidance to $270-310 million and lifting GAAP gross margin guidance to 20-25%.

Read the full announcement: https://t.co/xxDEx9MOCp

#EnergyStorage #Power #Energy #NRGV

[Andy @Andy_113355]

@TheCompoundEdge @Jigsmasher This quarters earnings will be ok(ish) nothing special... but all eyes will be on the adjusted revenue guidance for EOY and more info on this new contract worth $500-600m first of many like this I imagine.. ive been all in on Energy Vault for a few years, only add, never sell 💎

[Andy @Andy_113355]

@wmkappy Exactly... market is so corrupt 🙄

[Andy @Andy_113355]

$NRGV

[RRR1 @rrr1sr]

🚨 $NRGV — THIS MAY BE MUCH BIGGER THAN THE 1.25 GW DEAL

Energy Vault just announced a massive 1.25 GW hyperscale AI infrastructure agreement in Texas.

Now connect the dots 👇

✅ $NRGV is already working with Crusoe in Snyder, TX
✅ Snyder's Crusoe Spark deployment is scalable from 8 MW → 25 MW, with the broader site designed for potentially 500 MW
✅ Crusoe is already building a 2.1 GW AI campus in Abilene supporting Microsoft AI infrastructure
✅ $NRGV is positioning itself around the exact problem AI hyperscalers face: POWER + SPEED + GRID CONSTRAINTS
And here's the BIG speculation:
If Microsoft is already working with Crusoe in Texas, could the Energy Vault/Crusoe Snyder model become another way to rapidly deploy Microsoft's AI compute?
I'm NOT saying Microsoft is confirmed in Snyder — it isn't but the facts are Google, Blackrock, Softbank, xAI, and others circling in Texas and $NRGV is auditioning for their business already.

But the strategic setup is VERY interesting:

Microsoft → Crusoe → AI Compute
Crusoe → Energy Vault → Power Infrastructure
Snyder → 500 MW potential

The current 1.25 GW deal could be more than a one-off contract.

It could be the MODEL for much larger AI infrastructure deployments.

$NRGV isn't just selling batteries anymore.
They're positioning themselves to solve one of the biggest bottlenecks in the AI buildout:
⚡ POWER
🔋 STORAGE
🏭 GENERATION
🧠 ENERGY MANAGEMENT
🏢 AI DATA CENTER INFRASTRUCTURE

If Snyder scales anywhere near its potential, Friday's announcement is the beginning, not the end in Texas.

$NRGV 🚀

#NRGV #EnergyVault #AI #DataCenters #Microsoft #Crusoe #Texas #HPC #BESS

[Andy @Andy_113355]

$NRGV THIS IS HUGE!!!!!

[Energy Vault @EnergyVaultInc]

Energy Vault Announces Strategic Agreement to Deploy 1.25 GW of Integrated Power Infrastructure for Hyperscaler AI Data Center with Leading Power Generation EPC Deploying Caterpillar Gensets.

The initial 1.25 GW deployment is backed by a hyperscaler customer contract for deployment in Texas, with initial deployments expected over the next four to twelve months. The agreement combines Energy Vault's battery energy storage, grid-forming technology and AI Infrastructure Control Software with partner’s turnkey power generation, Caterpillar genesets, and EPC capabilities, delivering firm, grid-independent power for gigawatt-scale AI campuses with always-on availability.

Read the full announcement: https://t.co/afVpor7mMG

#EnergyVault #AIInfrastructure #EnergyStorage #DataCenters

[Andy @Andy_113355]

@EnergyVaultInc Epic news!!! Congratulations Energy Vault team! You continue to impress! 💚💪🏼