Solmar Capital, Author at Solmar Capital

Data Centers and AI Infrastructure

AI-driven demand reshapes US data center development factors

US data center developers now prioritize power access, site readiness, and community input as AI workloads drive higher densities.

August 28, 2026

Data Centers and AI Infrastructure

Orbital data centers move from concept to reality in 2026

Axiom Space and Kepler Communications launched the first operational orbital data center nodes in January 2026, starting a new market valued at $1.2 billion.

August 28, 2026

Manufacturing and Supply Chain

Sungrow to build 10 GWh battery storage plant in Egypt

Sungrow has started work on a $50 million battery storage factory in Egypt’s Suez Canal Economic Zone, set to open in April 2027.

August 27, 2026

Market Data and Outlook

State policy and grid strain accelerate US battery storage build

Five states account for rapid battery capacity growth as mandates and grid congestion reshape US energy storage markets.

August 27, 2026

Manufacturing and Supply Chain

LG Energy Solution opens battery plant in Michigan with 35 GWh target

LG Energy Solution has launched production at its Lansing, Michigan battery facility, aiming for 35 GWh of annual capacity.

August 26, 2026

Policy and Regulation

Policy lags as data centers trigger major grid disturbances

More than 3 GW of data center demand disappeared from the Virginia grid in seconds, spotlighting urgent regulatory gaps.

August 26, 2026

Finance and Transactions

Princeton NuEnergy lands $50M DOE grant for Georgia battery recycling

Princeton NuEnergy secured a $50 million Department of Energy grant to build a $110 million closed-loop battery recycling facility in Georgia.

August 26, 2026

Finance and Transactions

Avantus secures $300 million tax equity for Aratina 2 project

Avantus closed a $300 million tax equity deal with Truist Bank for its 150 MW solar and 452 MWh storage Aratina 2 project in Kern County.

August 25, 2026

Market Data and Outlook

Hyperscale data center market to hit $624 billion by 2035

The global hyperscale data center market is projected to reach $624.2 billion by 2035, driven by AI and public cloud expansion.

August 25, 2026

Grid Operations and Technology

POWEROAD BESS delivers 800 days of backup at Everest Base Camp

POWEROAD’s backup energy system has achieved over 800 days of reliable operation at 5,200 meters in Tibet’s Everest Base Camp.

August 24, 2026