Every constraint in the data center power thesis hardened this quarter. DUK added 2.7 GW of new agreements, now has 7.6 GW total with two thirds under construction, and locked in long lead time equipment to derisk execution.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 5, 2026
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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.