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

Manufacturing and Supply Chain

Power Electronics begins work on 40 GW manufacturing campus in Houston

Power Electronics has started construction on a Houston facility that will produce up to 40 GW of energy equipment annually across multiple sectors.

September 29, 2026

Market Data and Outlook

Data center and AI demand reshapes power grid planning

AI infrastructure demand puts new pressure on utilities, with power needs for next-generation data racks reaching up to 1 MW per rack.

September 29, 2026

Policy and Regulation

Maryland imposes statewide review for large data centers

Maryland will require a statewide review and public dashboard for large data center projects under a new executive order.

September 29, 2026

Data Centers and AI Infrastructure

AI accelerates shift in data center energy planning

U.S. data center power demand could reach up to 15.3% of grid capacity by 2030, forcing a rapid evolution in energy procurement strategies.

September 29, 2026

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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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