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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
Grid Operations and Technology

Data centers integrate visual monitoring with operational systems

Data centers are using visual and thermal cameras to automate equipment monitoring and reduce routine manual inspections.

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September 30, 2026
Policy and Regulation

California and EU introduce new rules on AI data center resource use

California and the EU released new requirements to track and reduce the water and energy usage of AI data centers.

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September 30, 2026
Market Data and Outlook

PJM launches annual review of large load requests for 2027 forecast

PJM began its yearly process to assess large load requests, with data centers driving demand projections in its 2027 load forecast.

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September 30, 2026
Data Centers and AI Infrastructure

AI data center racks push new power design needs

AI data center rack power densities have more than doubled to 26 to 27 kW in 2026, with some racks reaching 100 kW.

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September 30, 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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