Electricity demand in North America is growing faster than the grid can expand, and it’s creating a new opportunity in energy infrastructure.
The massive infrastructure build-out for artificial intelligence has changed the future of power consumption in the United States.
The existing grid was not designed to keep up with the record-breaking demand for constant power coming from data centres.
Securing additional power from the grid has suddenly become a multi-faceted problem.
Companies that need more power are facing a lack of capacity, power cuts during outages or maintenance, or peak-hour pricing that is simply too expensive.
The most important new variable in electricity generation has become speed to power.
Mobile deployments matter more than ever because of extreme demand on fixed grid constraints and long wait times.
Existing battery storage technologies were built for an entirely different purpose and project type.
Traditional large-scale battery storage systems are fixed installations that require permitting, construction and their own grid connection.
NOMAD Power Solutions (NASDAQ: NMAD) has developed a mobile energy infrastructure platform that is ready to deploy on demand.
Nomad Power’s utility-scale battery systems, known as Voyager, are mounted on trailers so the battery can be delivered directly to the site.
A different paradigm for deploying energy infrastructure.
Meaningful power generation can now be deployed quickly and in nearly any type of physical environment.
Nomad Power’s Voyager battery systems can deliver enough electricity to power a few hundred homes for about two hours.
Many of the most important physical infrastructure opportunities are constrained by access to power in remote locations.
Oil and gas operators
Mining
Government facilities
Military facilities
Data centres
Stuart PorterFounder of Denham Capital and member of the Nomad Power board of directorsThis is a generational dislocation between compute demand and reliable, dispatchable power.
The United States Department of Energy has committed grant funding to Nomad Power.
Nomad Power received a $9.5 million grant commitment for deploying long-duration storage in five low-income rural Vermont communities.
Chris WrightU.S. Energy SecretaryIn the last twenty years the U.S. has tripled our oil production and double our natural gas production and barely grown our electric production.
Deployments are scaling for multiple different use cases.
Electricity providers
Nomad Power deployed a Voyager unit at DS&O Electric Cooperative in Kansas.
Utility providers
Nomad Power deployed a large-scale battery trailer for Vermont’s largest utility Green Mountain Power.
Electric vehicle charging
Nomad Power deployed a Voyager unit at mobile electric vehicle charging company SparkCharge in Miami
Nomad Power is uniquely positioned for filling the large scale demand for deployable power generation in North America.
- 1
Deploy on demand
Nomad Power’s Voyager units can be delivered directly to the site, even in remote locations
- 2
Meaningful power generation
1.7 hours of runtime at full power and 1 megawatt of total power capacity
- 3
A supercycle of demand from the infrastructure build out for artificial intelligence
Data centres are straining the grid and only increasing the need for new power generation in North America
- 4
Many different applications and use cases
Nomad Power’s technology is able to be deployed by utilities, mining companies, oil and gas operators, electric vehicle charging networks and the military
NOMAD Power Solutions (NASDAQ: NMAD)
- Market cap
- $59.7M
- Shares outstanding
- 16.10M
- Institutional ownership
- 5.5%
- Avg. daily volume (9 days)
- 174K
- Next earnings
- Nov 11 2026, after market close
- Listed
- Nasdaq Capital Market
Sources: Twelve Data (prices, updated after each trading day); company filings (shares, float, ownership).
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