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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.

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Market Data and Outlook

Mega-deals, data center power, and grid reforms set the pace this week

This week in US energy saw unprecedented deal activity, surging data center demand, and far-reaching grid and interconnection reforms.

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August 7, 2026
Data Centers and AI Infrastructure

Zayo and Nvidia to build 8,000 miles of new fiber for AI data traffic

Zayo will construct over 8,000 miles of long-haul fiber to support AI workloads, with Nvidia as an early anchor customer.

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August 7, 2026
Finance and Transactions

DOE finalizes $489 million loan for Puerto Rico battery storage

DOE approves $489 million loan to support battery storage projects in Arecibo and Santa Isabel, benefiting over 100,000 customers in Puerto Rico.

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August 7, 2026
Data Centers and AI Infrastructure

Data center gas generation shifts competition to fuel supply

Hyperscale data centers are turning to behind-the-meter natural gas generation, directly competing for pipeline access and fuel with utilities and LNG projects.

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August 7, 2026
Grid Operations and Technology

We Energies begins construction on three major Wisconsin energy sites

We Energies has started construction on three large-scale energy projects in Wisconsin, combining solar, wind, and battery assets to support grid reliability and increase renewable capacity. The projects include the Darien Battery Storage, Dawn Harvest Solar and Battery Park, and the Badger Hollow Wind Energy Center.

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August 6, 2026
Data Centers and AI Infrastructure

US data centers add on-site solar and storage amid grid delays

A surge in US data center energy demand and grid connection delays are driving developers toward on-site solar, battery storage, and virtual power plants.

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August 6, 2026
Data Centers and AI Infrastructure

PSEG pitches data center supply deals in PJM bilateral market

PSEG’s power generation arm is seeking to supply data centers through PJM’s new bilateral contracting initiative, signaling a shift for large load connections and reliability in the New Jersey and broader Mid-Atlantic region.

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August 6, 2026
Transmission and Interconnection

Texas pauses data center interconnections amid 474 GW queue

Texas halts new data center grid connections as Gov. Abbott orders an audit of 474 GW in ERCOT interconnection requests, citing concerns over grid reliability.

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August 6, 2026
Finance and Transactions

LS Power expands ERCOT fleet with 606 MW gas plant acquisition

LS Power will acquire the Brazos Valley Energy Center, a 606 MW natural gas facility near Houston, from Constellation, expanding its ERCOT portfolio to address surging Texas electricity demand.

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August 6, 2026
Transmission and Interconnection

Ohio commits $20 million to new fiber build across 15 counties

Ohio is investing $20 million to fund Com Net Inc.’s construction of a middle-mile fiber network across 15 counties, aiming to bolster digital infrastructure and connectivity.

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August 5, 2026
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