Every demand lever hardened in the same direction. AES is layering hyperscaler PPAs, colocation DTAs, and behind-the-meter storage into a single thesis that grid-constrained power demand will keep accelerating through 2027.
Tessara post-call read · synthesized from the earnings-call transcriptreported Nov 5, 2025
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.