Topics & People

A historic nuclear power plant being restarted to provide electricity for Microsoft's AI operations.

A power company that struck a deal with Microsoft to restart a historic nuclear reactor.

Long-term contracts under which hyperscalers buy electricity from power producers at fixed premium prices.

Sam Zell
Person

A legendary investor whose strategy of buying hard assets below replacement cost was referenced during the Talen Energy pitch.

PJM
Location

A regional power grid covering Pennsylvania, Jersey, and Maryland with skyrocketing projected energy needs.

Constant, reliable power generation needed to sustain the immense continuous energy demands of infrastructure.

Talen Energy
Organization

A power producer possessing extensive nuclear and natural gas baseload power assets.

Bornite Capital
Organization

Investment fund represented by Dan Dreyfus at the pitch competition.

Dubai
Location

A city where MGM has a property containing empty space potentially designated for a future casino.

Osaka
Location

A Japanese prefecture where MGM Resorts has an exclusive license to open a massive new casino.

Caesars
Organization

A major casino competitor to MGM Resorts.

MGM Resorts
Organization

A casino and entertainment company with highly valuable hidden asset opportunities in Japan and Dubai.