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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

SolarEdge, Infineon expand DC protection for AI data centers

SolarEdge and Infineon are extending their partnership to introduce ultra-fast solid-state DC fault protection to AI data centers.

September 11, 2026

Data Centers and AI Infrastructure

Google secures West Virginia solar-plus-storage for data center load

Google has contracted for 86 MW of solar and 380 MWh of storage including zinc batteries at a former West Virginia coal mine.

September 9, 2026

Data Centers and AI Infrastructure

Z Squared acquires Arkansas campus for AI colocation expansion

Z Squared has acquired a data center campus in Arkansas with 8 MW of existing service and plans to target over 150 MW for AI colocation deployments.

September 9, 2026

Data Centers and AI Infrastructure

Thailand suspends new data center construction for regulatory review

Thailand has paused all new data center builds and approvals as authorities seek to establish unified regulations for the sector.

September 8, 2026

Data Centers and AI Infrastructure

PJM launches 6GW capacity auction to address data center surge

PJM has initiated a 6GW backstop auction aimed at managing increased data center demand in its interconnection territory.

September 8, 2026

Data Centers and AI Infrastructure

AI rack density drives modular data center shift in the US

Factory-built modular data center infrastructure is gaining ground as AI-driven rack densities climb to hundreds of kilowatts.

September 4, 2026

Data Centers and AI Infrastructure

Hyperscale data centers scale up grid, power needs as AI accelerates

The hyperscale data center market is set to expand at a 6.2% CAGR as power and compute demands surge with new AI workloads.

September 3, 2026

Data Centers and AI Infrastructure

MISO proposes stricter reliability standards for large grid loads

MISO has filed new reliability requirements for loads above 50 MW, targeting data centers and computational sites with tailored standards.

September 2, 2026

Data Centers and AI Infrastructure

Bespoke data center builds tackle AI-driven thermal and space demands

Data centers are turning to bespoke infrastructure solutions to meet stringent AI compute and cooling requirements for 2026 and beyond.

September 1, 2026

Data Centers and AI Infrastructure

Data center growth spurs natural gas power buildout

Rising AI-driven data center demand is accelerating US gas-fired power development and raising concerns about costs and emissions.

August 31, 2026

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SOLMAR INFRASTRUCTURE BRIEF

Market views, delivered.

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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