The Wall Street Journal reports on the market response to ERock’s recently announced agreement with Anthropic, noting that ERock shares rose nearly 23% following news of the 470 MW equipment order. The agreement calls for ERock to provide natural gas generation equipment to support Anthropic’s growing power requirements.

The article also highlights ERock’s 366 MW generation project for El Paso Electric, which will support Meta’s data center campus in El Paso. Construction has begun on the project as ERock continues to expand its work providing onsite power for large-scale data center development.

The Wall Street Journal also provides context on ERock’s first quarterly results since becoming a public company in June, including its second-quarter financial performance and recent share price.

Read the full article from the Wall Street Journal here.