Solmar Capital, Author at Solmar Capital

Market Data and Outlook

Public backlash and new policies have stalled or blocked over $170 billion of AI data center capacity in the US since January 2024.

September 25, 2026

Manufacturing and Supply Chain

Nvidia’s DSX Ready program lists Tesla, LG, and Hitachi as the first battery suppliers qualified for AI data centers.

September 25, 2026

Policy and Regulation

The U.S. Energy Department will fund $2 billion in grid upgrades to add 23 GW of capacity, addressing power demand from data centers.

September 25, 2026

Data Centers and AI Infrastructure

AI demand drives 86% of data center operators to plan major upgrades or redesigns by 2027 amid rising costs and tighter supply.

September 25, 2026

Transmission and Interconnection

Assured Communications is developing a subsea cable landing station at Digital Realty’s LAX12 data center to enhance trans-Pacific connectivity.

September 24, 2026

Finance and Transactions

GridStor has closed a $220 million financing deal for its 100MW/400MWh battery storage project in Arizona.

September 24, 2026

Market Data and Outlook

RMI forecasts 30% annual growth for US battery storage deployment over five years despite looming policy and supply chain obstacles.

September 24, 2026

Data Centers and AI Infrastructure

AI led to operational scaling issues in data centers, as fragmented infrastructure now eclipses raw storage limits.

September 24, 2026

Manufacturing and Supply Chain

Cumulative U.S. solar manufacturing capex is set to reach $12.2 billion by end of 2026, over half of all domestic PV investments since 2001.

September 23, 2026

Grid Operations and Technology

RMI’s new analysis forecasts 30% annual growth in U.S. battery deployments, yet policy headwinds threaten momentum through 2031.

September 23, 2026