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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

Data Centers and AI Infrastructure

AI data center growth drives new hurdles for US infrastructure

AI investments are intensifying competition for power, land, and fiber, raising challenges for US digital infrastructure developers.

October 23, 2026

Data Centers and AI Infrastructure

Duos Technologies Group inks 20 MW edge AI colocation deal

Duos Technologies Group secured a 10-year, 20 MW, $400 million colocation agreement with deployment set for Q2 2027.

October 23, 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.

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.

October 21, 2026

Data Centers and AI Infrastructure

UT Austin study: desalinated Permian wastewater could cool Texas data centers

Researchers at UT Austin propose using desalinated Permian Basin wastewater for AI data center cooling, reducing pressure on local freshwater resources.

October 19, 2026

Data Centers and AI Infrastructure

Nightpeak Energy doubles Texas BESS capacity with Bocanova 2 launch

Nightpeak Energy has brought the 150 MW / 300 MWh Bocanova 2 project online in Texas, doubling the site’s battery storage capacity to 600 MWh.

October 16, 2026

Data Centers and AI Infrastructure

3C and Datalec merger forms $400M AI data center platform

3C and Datalec have merged to create 3C Datalec, projecting over $400 million in 2026 revenue from AI-driven data center infrastructure.

October 15, 2026

Data Centers and AI Infrastructure

U.S. data center plans outpace available grid capacity

Announced U.S. data center projects total 780 GW, surpassing the country’s record peak grid load of 759 GW.

October 9, 2026

Data Centers and AI Infrastructure

Operational resilience defines next-gen AI data centers

AI-driven data centers require advanced cooling, higher rack densities, and new resilience strategies to meet market demands.

October 8, 2026

Data Centers and AI Infrastructure

Ares increases investment in Sabey Data Center Properties

Ares Secondaries has expanded its investment in Sabey Data Center Properties, bringing total commitments to over $500 million.

October 8, 2026

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SOLMAR INFRASTRUCTURE BRIEF

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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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