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The AI race is becoming an energy race.
Join T1 Energy’s @russellgold alongside executives from Clearway Energy, Mortenson, and Intersect Power for a discussion on how AI is accelerating clean energy deployment, and what it will take to build infrastructure at unprecedented speed and scale.
📍 Booth #2453
🗓 June 2 | 1:00–1:45 PM CT
Five layers.
Seventeen minutes.
One structure built to last for decades.
This is Stage 4: Lamination.
Heat, vacuum pressure, and precision engineering transform glass, EVA, and solar cells into a fully sealed solar module ready for the next phase of production.
This is where individual components become energy infrastructure.
AI isn’t a future theme at @USCleanPower, it’s already in the field, reshaping how we deploy energy projects.
At the “Knowledge is Power” panel, we talked about what actually matters now: speed, siting, permitting, and execution at scale.
Big thanks to Clean Power and to Russell Gold, Craig Cornelius, Mark Donahue, and Sheldon Kimber.
$SPCX IPO is reportedly already oversubscribed with more orders than shares available.
SpaceX is targeting a $1.8T valuation and plans to raise roughly $75B next week.
$TE was trading at $3-4 after Q4 earnings.
I held and bought the dips.
Q1 revenue came in at $177M, nearly double expectations.
Now @T1Energy acquired KORE Power, with 50 years of battery storage expertise, 1,100 projects deployed, US Government and hyperscaler relationships for a $32M price tag with $15-20M EBITDA contribution in 2027 alone.
Then Northland initiated coverage with a $16 price target.
Then they became the first US solar manufacturer to offer domestic steel frames.
Then they entered the data centre infrastructure market.
Solar. Storage. Data centres, all domestic.
The people who sold at $3 didn’t lose conviction, they never had it to begin with imo.
This is what conviction is.
Still here. Still holding, long $TE
$TE: ☀️ Interesting to note that $NXT Nextpower recently acquired Prevalon, a BESS system integrator for $365M, which will boost 2027 EBITDA $25-30M or $50-60M annualized. Contrast this deal to T1 Energy's $41.6M acquisition of KORE NRI for $15-20M of 2027 EBITDA contribution - an absolute steal
Both are highly strategic and financially smart transactions
Deal Multiples:
$NXT / Prevalon = 6.6x EBITDA
$TE / KORE NRI = 2.4x EBITDA
$TE wants to rebuild more of the U.S. clean energy supply chain onshore by starting with solar module manufacturing and expanding into battery storage through the $32M KORE Power acquisition.
T1 Energy is trying to position itself as a U.S.-based energy infrastructure supplier across both solar and storage.
T1 was the first U.S. module manufacturer to offer @NextpowerInc steel frames to our customers.
Why? Because durability matters. Domestic content matters. Performance matters.
NextPower’s U.S. made steel frames deliver enhanced structural strength for utility-scale solar projects while helping developers advance their domestic content objectives. It's a solution built for long-term performance and built right here in America.
We're proud to work alongside NextPower and support the technologies helping strengthen the domestic solar supply chain.
Read their latest white paper to learn why steel frames are redefining what's possible for utility-scale solar. https://t.co/YcK6HhuOtQ
$TE agreed to acquire KORE Power for ~$32M giving T1 Energy direct exposure to battery storage and AI data center infrastructure.
The deal adds KORE’s utility-scale battery storage platform with ~1,100 global projects and is expected to contribute ~$20M of EBITDA in 2027.