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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

ASG: power now shapes digital infrastructure strategies

ASG CEO Jarrett Appleby says power supply has overtaken demand as the key limiter for US data center development.

October 6, 2026

Data Centers and AI Infrastructure

Onsite solar and storage offer C&I users cost control amid grid pressures

Onsite solar and battery storage provide commercial power users a hedge against gas price swings and help reduce long-term energy costs.

October 5, 2026

Data Centers and AI Infrastructure

AI data center space bottleneck exposes power and cooling gaps

A search for 5 MW of AI-ready data center capacity in North America found providers had space, but almost none could deliver the required density.

October 2, 2026

Data Centers and AI Infrastructure

AI data center racks push new power design needs

AI data center rack power densities have more than doubled to 26 to 27 kW in 2026, with some racks reaching 100 kW.

September 30, 2026

Data Centers and AI Infrastructure

AI accelerates shift in data center energy planning

U.S. data center power demand could reach up to 15.3% of grid capacity by 2030, forcing a rapid evolution in energy procurement strategies.

September 29, 2026

Data Centers and AI Infrastructure

AI compute demand transforms data center grid planning

AI data centers are driving rack loads from 25 kW up to 230 kW, posing new challenges for utility grid readiness and interconnection timelines.

September 28, 2026

Data Centers and AI Infrastructure

AI workloads and upgrades reshape 2027 US data center outlook

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

Data Centers and AI Infrastructure

AI triggers operational burden in enterprise storage, not just capacity crunch

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

September 24, 2026

Data Centers and AI Infrastructure

PJM grid faces reliability threat from data center load by 2030

A new study finds PJM’s loss of load expectation could be up to 100 times higher than its planning standard by 2030, driven by data center demand.

September 16, 2026

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

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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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