US Stock Moves: Solaris Energy surges on October 28 as AI power gap widens and electricity solutions expand
Bitget异动解读2026/10/28 18:55Solaris Energy October 28 Significant Surge Analysis
Keywords: AI power gap widening, power solutions
Morgan Stanley has raised its estimate of the US AI power gap to 38GW, with demand expected to rise to 116GW, still accounting for 33%. Relevant reports list Solaris as a beneficiary of the growing demand for AI power security. The company’s power solution business provides flexible, on-demand power infrastructure, including power generation, control, and distribution, serving clients such as data centers.
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