Solmar Capital, Author at Solmar Capital

Data Centers and AI Infrastructure

Caterpillar posts record Q2 as data center generator demand climbs

Caterpillar’s Q2 revenue soared to $20.5 billion as data center-driven sales of power generators increased 72% year over year, prompting the resumption of 10 MW gas engine production.

August 12, 2026

Data Centers and AI Infrastructure

PPL and Blackstone secure gas turbines for Pennsylvania data centers

Invitium Energy, a PPL Corp. and Blackstone Infrastructure joint venture, secures over 5 GW of combined-cycle gas turbines for future data center energy needs in Pennsylvania, marking a major move in data center power procurement.

August 11, 2026

Finance and Transactions

Doral Renewables secures $400 million equity from Doral Group

Doral Renewables receives a $400 million common equity infusion from Doral Group, boosting its U.S. utility-scale solar and storage ambitions and supporting its 17 GW pipeline.

August 10, 2026

Finance and Transactions

Twain Financial launches securitized credit facility for battery storage

Twain Financial Partners closes a first-of-its-kind securitized letter of credit facility, supporting MISO interconnection for a utility-scale battery storage project.

August 10, 2026

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.

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.

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.

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.

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.

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.

August 6, 2026