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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.

All Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission
Data Centers and AI Infrastructure

Bespoke data center builds tackle AI-driven thermal and space demands

Data centers are turning to bespoke infrastructure solutions to meet stringent AI compute and cooling requirements for 2026 and beyond.

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September 1, 2026
Policy and Regulation

California sues Trump administration over canceled offshore wind leases

California alleges the Trump administration reduced offshore wind lease values before offering developers $120 million for lease cancellation.

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September 1, 2026
Manufacturing and Supply Chain

NeoVolta signs 18 GWh U.S. battery supply deal with SK On

NeoVolta Power and SK On have agreed on an 18 GWh U.S. battery cell and pack collaboration running from 2027 through 2031.

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September 1, 2026
Grid Operations and Technology

NERC issues rare alert over data center-driven grid volatility

NERC has issued a high-level reliability alert as AI data centers drive gigawatt-scale power fluctuations across the US grid.

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September 1, 2026
Finance and Transactions

SLB commits $3.4 billion to AI data center expansion

SLB will spend $3.4 billion to expand into infrastructure powering AI data center growth.

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September 1, 2026
Market Data and Outlook

Bespoke systems gain traction as AI drives data center design

Data center operators are moving toward custom infrastructure solutions to accommodate high-density AI workloads and intensive cooling needs.

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September 1, 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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