Aug. 17 at 5:43 PM
$EROC 🔥🔥🔥🚀🚀🚀💯💯💯👀👀👀
AI data-center power demand + multi-year grid delays create a massive, multi-year shortage of fast, firm capacity that modular natural-gas systems uniquely solve.
• Current
$1.7B backlog (10x YoY) and Anthropic 470 MW order are just the start; pipeline already up 3x and more large hyperscaler deals (Meta-linked and others) convert quickly.
• Capacity scales well beyond the planned 1.2 GW by end-2026, unlocking multi-GW annual output.
• Revenue compounds from ~
$450M guidance in 2026 toward
$1B+ in 2027 and multi-billion run-rate as the installed base grows.
• High-margin recurring O&M services (95%+ attach rate) turn the growing GW installed base into a sticky, high-margin annuity business.
• Margins expand sharply with scale; profitability inflects and free cash flow accelerates.
• Strong cash position funds growth without dilution; ERock becomes the pure-play “speed-to-power” winner and re-rates as a multi-bagger AI infrastructure compounder.
