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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-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

Data Centers and AI Infrastructure

Duos Technologies reports strong Q2 on edge data center expansion

Duos Technologies delivers nearly 30% revenue growth, secures major hosting agreements, and affirms full-year outlook as it accelerates its US edge data center and AI infrastructure buildout.

August 20, 2026

Data Centers and AI Infrastructure

Duos Technologies inks $500M data center deal with Axe Compute

Duos Technologies Group has signed five-year hosting agreements with Axe Compute, securing 55 MW of AI data center capacity valued at over $500 million across multiple US sites.

August 19, 2026

Data Centers and AI Infrastructure

PJM to consider new reliability rules for data centers after 3.8 GW outage

PJM is exploring stricter interconnection requirements for data centers and crypto loads after a record 3,800 MW outage in Virginia revealed sensitivities in digital infrastructure to common grid faults.

August 14, 2026

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

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

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

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

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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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