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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
Transmission and Interconnection

Assured Communications to build subsea cable landing in Los Angeles

Assured Communications is developing a subsea cable landing station at Digital Realty’s LAX12 data center to enhance trans-Pacific connectivity.

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September 24, 2026
Finance and Transactions

GridStor completes $220 million financing for Arizona battery project

GridStor has closed a $220 million financing deal for its 100MW/400MWh battery storage project in Arizona.

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September 24, 2026
Market Data and Outlook

Energy storage growth projected amid new regulatory headwinds

RMI forecasts 30% annual growth for US battery storage deployment over five years despite looming policy and supply chain obstacles.

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September 24, 2026
Data Centers and AI Infrastructure

AI triggers operational burden in enterprise storage, not just capacity crunch

AI led to operational scaling issues in data centers, as fragmented infrastructure now eclipses raw storage limits.

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September 24, 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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A tailored, developer-founded service for power-aligned energy, land, and digital infrastructure opportunities.

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