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Insights

The latest in energy and data center infrastructure.

Policy moves, new projects, and the trends reshaping power, land, and grid access for the markets we serve.

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Data Centers and AI Infrastructure

Sunrun Launches Distributed AI Data Center Pilot, Pioneering Edge Computing Integration

Sunrun is piloting AI compute nodes in residential solar systems, signaling a transformative shift toward distributed AI inference and edge data infrastructure.

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July 9, 2026
Data Centers and AI Infrastructure

Innovative Battery Storage Models Power AI Data Centers in Nordic and US Markets

Emerging battery storage business models for AI data centers are unlocking grid-balancing revenues in Nordic markets and leveraging distributed computing in the US.

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July 9, 2026
Policy and Regulation

New Mexico Approves Phase 2 Expansion of Community Solar Program

The New Mexico Public Regulation Commission has advanced Phase 2 of the community solar program, setting the stage for broader deployment of distributed solar infrastructure across the state.

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July 9, 2026
Policy and Regulation

New Leaf Energy pursues fast-track BESS approval with California Energy Commission

New Leaf Energy shifts its battery energy storage system project to the California Energy Commission’s fast-track approval to bypass local permitting delays in Santa Cruz County.

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July 9, 2026
SOLMAR INFRASTRUCTURE BRIEF

Market views, delivered.

The analysis you read here, delivered periodically: power markets, data center demand, interconnection, transmission, and policy, with selected opportunities from Solmar’s U.S. pipeline.

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