FINWIRES · TerminalLIVE
FINWIRES

MetaとNoon Energyが超長時間エネルギー貯蔵に関する契約を締結

-- Meta Platforms(META)は、人工知能(AI)データセンターの増大するエネルギー需要に対応するため、Noon Energyから最大1ギガワットの超長時間エネルギー貯蔵容量を確保することで合意したと、両社が火曜日に発表した。 この契約には、最大100ギガワット時の貯蔵容量の確保が含まれており、エネルギー集約型のAIインフラの展開を加速するMetaにとって、継続的で信頼性の高い電力供給を実現することを目的としている。 このパートナーシップは、25メガワット/2.5ギガワット時のプロジェクトから始まり、2028年までに完了する予定だ。Noon Energyは、より広範な1ギガワット/100ギガワット時の供給契約に基づき、展開規模を拡大していく。 Noon Energyの技術は、100時間以上のエネルギー貯蔵と数日間にわたる放電が可能なモジュール式可逆固体酸化物燃料電池に基づいている。 このシステムは、ベースロード電源に匹敵するクリーンエネルギーを提供し、再生可能エネルギー発電量が少ない場合でも24時間体制のエネルギー供給を確保するのに役立つ。 「データセンターをより迅速に稼働させるには、信頼性の高いエネルギー源を迅速に導入する必要があります」とNoon Energyは述べています。「Noonとの契約は、電力網の安定性と安定した電力供給を実現する蓄電技術によって、この目標達成を後押しするものです。」 Noon Energyは、蓄電システムの生産能力とサプライチェーンの構築を進めながら、近い将来、最初のプロジェクトの開発に着手すると述べています。

Price: $674.42, Change: $+5.58, Percent Change: +0.83%

Related Articles

Equities

Petro Rabigh Emerges From Loss in Q1; Revenue Grows

Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.

$SASE:2380
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.

$HIG
Research

Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.

$BKR