The AI Data Center Pivot — Oracle, VoltaGrid, and the $5 Billion Capex Surge

Covers the most important strategic story for a 2026 candidate: Energy Transfer's pivot toward demand-pull contracts to power the AI data-center buildout. Includes the Oracle deal, the VoltaGrid partnership, the Transwestern Desert Southwest expansion, and what analysts are calling "the great pivot" of Q4 2026.