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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

Google secures West Virginia solar-plus-storage for data center load

Google has contracted for 86 MW of solar and 380 MWh of storage including zinc batteries at a former West Virginia coal mine.

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September 9, 2026
Data Centers and AI Infrastructure

Z Squared acquires Arkansas campus for AI colocation expansion

Z Squared has acquired a data center campus in Arkansas with 8 MW of existing service and plans to target over 150 MW for AI colocation deployments.

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September 9, 2026
Grid Operations and Technology

ERCOT weekly peak load sets new record, underpinned by solar

ERCOT’s hourly load averaged a record 74.5 GW during the week of August 22, exceeding 2023’s mark by 6 percent due to sustained heat.

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September 9, 2026
Finance and Transactions

Verizon secures multibillion-dollar fiber supply from Corning

Verizon will receive over 80 million miles of fiber from Corning between 2027 and 2032 under a multibillion-dollar deal.

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September 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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