$Energy Vault Holdings, Inc.(NRGV)$ $Broadcom(AVGO)$ The earnings commentary from earlier is bullish for NRGV, focusing on bringing power to the hyperscalers.
The NRGV CEO confirmed that negotiations with hyperscalers have been ongoing since at least early Q1 this year.
For the AI buildout, what's basically needed is as much power in any form, as quickly as possible.
NRGV will be a massive beneficiary.
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