{"id":198450,"date":"2026-03-23T10:45:00","date_gmt":"2026-03-23T14:45:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/23\/wall-street-calls-this-the-gigawatt-pivot-for-artificial-intelligence-ai-heres-the-stock-at-the-center-of-it\/"},"modified":"2026-03-23T10:55:15","modified_gmt":"2026-03-23T14:55:15","slug":"wall-street-calls-this-the-gigawatt-pivot-for-artificial-intelligence-ai-heres-the-stock-at-the-center-of-it","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/23\/wall-street-calls-this-the-gigawatt-pivot-for-artificial-intelligence-ai-heres-the-stock-at-the-center-of-it\/","title":{"rendered":"Wall Street Calls This the &#8220;Gigawatt Pivot&#8221; for Artificial Intelligence (AI). Here&#8217;s the Stock at the Center of It."},"content":{"rendered":"<p><a href=\"https:\/\/www.aol.com\/articles\/wall-street-calls-gigawatt-pivot-144500888.html\">Wall Street Calls This the &#8220;Gigawatt Pivot&#8221; for Artificial Intelligence (AI). Here&#8217;s the Stock at the Center of It.<\/a><\/p>\n<p><a href=\"https:\/\/www.aol.com\/articles\/wall-street-calls-gigawatt-pivot-144500888.html\">https:\/\/www.aol.com\/articles\/wall-street-calls-gigawatt-pivot-144500888.html<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-03-23 10:45:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.aol.com\">www.aol.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>High-Upside Pivot<\/strong>: Atlas Energy Solutions is strategically pivoting from its traditional proppant and logistics business to leverage stranded natural gas in the Permian Basin to generate up to 2 gigawatts of generation capacity.<\/p>\n<\/li>\n<li>\n<p><strong>Contracted Infrastructure Business<\/strong>: Atlas is transforming into a contracted infrastructure business that provides power solutions directly to AI data centers and industrial customers, transforming its long-term earnings profile.<\/p>\n<\/li>\n<li>\n<p><strong>AI Energy Bottleneck<\/strong>: There is a critical energy bottleneck in the build-out of artificial intelligence infrastructure, particularly concerning the supply of reliable and substantial megawatts of electricity needed for large-scale GPU clusters and AI operations.<\/p>\n<\/li>\n<li>\n<p><strong>ERCOT Grid Bottleneck<\/strong>: The Texas ERCOT grid interconnection queue is bloated with over 230 gigawatts of demand, and wait times for new connections have exceeded five years, highlighting the urgency for new power sources.<\/p>\n<\/li>\n<li>\n<p><strong>Partnership with Caterpillar<\/strong>: In March 2026, Atlas Energy Solutions signed a framework agreement with Caterpillar, securing $840 million worth of natural gas power generation assets and targeting around 2 gigawatts of generation capacity by 2030.<\/p>\n<\/li>\n<li>\n<p><strong>Power-as-a-Service Model<\/strong>: With its new Power-as-a-Service business model, Atlas leverages its existing Permian infrastructure to generate and deliver electricity directly to clients, avoiding reliance on the congested utility grid.<\/p>\n<\/li>\n<li>\n<p><strong>Long-Term Transformation Potential<\/strong>: Though the stock faces immediate challenges due to declining revenue in the proppant segment and delayed cash flow from the power business, its potential to transform into a profitable contracted infrastructure play could significantly enhance long-term earnings.<\/p>\n<\/li>\n<li>\n<p><strong>Investment Consideration<\/strong>: Despite the promising long-term potential, Atlas Energy Solutions is not currently recommended as one of the top stocks for new investors by The Motley Fool Stock Advisor analysts, suggesting caution before engaging in direct investment.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wall Street Calls This the &#8220;Gigawatt Pivot&#8221; for Artificial Intelligence (AI). Here&#8217;s the Stock at&#8230;<\/p>\n","protected":false},"author":1,"featured_media":198451,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/s.yimg.com\/os\/en\/aol_the_motley_fool_392\/2dd62f6b271f517725e7537b816bb859","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-198450","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/198450"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=198450"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/198450\/revisions"}],"predecessor-version":[{"id":198452,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/198450\/revisions\/198452"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/198451"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=198450"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=198450"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=198450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}