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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
Market Data and Outlook

Big deals and grid adaptation shape US data center, storage growth week of 2026-09-11

Major power and fiber deals, record battery storage growth, and evolving grid strategies defined this week, as clean capacity hit 388 GW.

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September 11, 2026
Data Centers and AI Infrastructure

SolarEdge, Infineon expand DC protection for AI data centers

SolarEdge and Infineon are extending their partnership to introduce ultra-fast solid-state DC fault protection to AI data centers.

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September 11, 2026
Finance and Transactions

Clearwave and Visionary to merge, forming 17-state fiber platform

Clearwave and Visionary Broadband are merging to create a fiber platform spanning 17 states, serving about 700,000 homes and businesses.

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September 11, 2026
Policy and Regulation

MISO proposes fast-track for zero-injection large load projects

Google and Xcel are among those supporting MISO’s proposal for expedited 90-day interconnection reviews of zero-injection large loads.

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September 11, 2026
Market Data and Outlook

EIA projects 21% solar growth in 2026 as demand accelerates

The EIA expects U.S. solar generation to rise 21% in 2026 and 18% in 2027, driven by data centers and manufacturing demand.

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September 11, 2026
Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Sept. 4, 2026 — United States — Utility-scale battery storage capacity in the U.S. power system has expanded rapidly over

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September 11, 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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