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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
Manufacturing and Supply Chain

Schneider Electric posts record Q3 on global data center demand

Schneider Electric reported a record 17% organic revenue jump in Q3 2026, fueled by surging global data center orders.

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October 21, 2026
Grid Operations and Technology

ABB U.S. grid equipment orders surge amid utility, data center demand

ABB reported an 82% year-over-year surge in U.S. grid equipment orders in Q3 2026, driven by utility and data center projects.

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October 21, 2026
Policy and Regulation

Virginia senator proposes statewide halt on new data centers

A Virginia bill would impose a three-year moratorium on new data center approvals statewide starting July 2027.

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October 21, 2026
Data Centers and AI Infrastructure

Central Georgia EMC to deploy 50 MW of home batteries amid data center growth

Central Georgia Electric Membership Corp. will deploy up to 50 MW of home batteries with Base Power to manage peak load and support new data centers.

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October 21, 2026
Data Centers and AI Infrastructure

AI data center growth strains power and site selection

AI-driven data center development is intensifying U.S. infrastructure challenges as power, site selection, and permitting drive strategy.

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October 21, 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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