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Plug Power’s Two-Track Strategy Combines GenDrive Refresh and Asset Monetization

Most financial and strategic details match Plug Power’s Q2 2026 press release, earnings call, and SEC filings. Guidance, Stream Data Centers deals, and the 20,000-unit GenDrive refresh are directly confirmed. Some narrative elements (70,000 installed base, 10‑year service life, 40% H2 revenue uplift, 100% productivity gains) are only indirectly supported or not quantified in sources and should be qualified.

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