Denham Capital’s DeAngelis says data center operators now chase power supply

• Denham Capital’s Justin DeAngelis said data center operators are now chasing power, reversing the prior dynamic of developers pursuing power-purchase agreements.
• DeAngelis said renewables alone cannot meet data center power needs, signaling a broader generation mix to support future buildouts.
• He highlighted differences between U.S. and European markets in how data center power development is being pursued.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Denham Capital Management LP published the original content used to generate this news brief on October 07, 2026, and is solely responsible for the information contained therein.