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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

PSEG pitches data center supply deals in PJM bilateral market

PSEG’s power generation arm is seeking to supply data centers through PJM’s new bilateral contracting initiative, signaling a shift for large load connections and reliability in the New Jersey and broader Mid-Atlantic region.

August 6, 2026

Data Centers and AI Infrastructure

Electrovaya launches 30-minute BESS targeting US data centers

Electrovaya has introduced the ElvaPulse 1500, a high-power battery energy storage platform capable of fully discharging in under 30 minutes, aimed at AI and data center infrastructure.

August 5, 2026

Data Centers and AI Infrastructure

Southern Company load commitments surge to 17 GW amid data center growth

Southern Company’s contracted large load has reached 17 GW, driven by major new data center deals including a 3.2 GW OpenAI facility. The utility is deploying innovative flexible demand response mechanisms and anticipates further growth as regional electricity demand accelerates.

August 5, 2026

Data Centers and AI Infrastructure

DOE taps Brookfield for Kentucky uranium plant data center, gas complex

The U.S. Department of Energy is converting Kentucky’s Paducah uranium enrichment site into a $100 billion data center and gas power complex, led by Brookfield Asset Management.

August 3, 2026

Data Centers and AI Infrastructure

FirstEnergy data center contracts surge, driving $2.7B power build

FirstEnergy’s contracted data center load climbed 50% in Q2 to 6.4 GW, spurring a $2.7 billion new generation plan in West Virginia targeting hyperscale and AI operators.

July 31, 2026

Data Centers and AI Infrastructure

Eolian to deliver 1 GWh battery storage near Ohio data center

Eolian is advancing a 1 GWh, 200 MW battery energy storage project near Columbus, Ohio, targeting grid support for data centers and regional industrial load by the 2027 to 2028 PJM capacity year.

July 31, 2026

Data Centers and AI Infrastructure

Sabey Data Centers begins vertical construction at SDC Umatilla

Sabey Data Centers marks a construction milestone at its SDC Umatilla campus, launching vertical build activity to support growing demand for cloud and AI infrastructure in Northeast Oregon.

July 24, 2026

Data Centers and AI Infrastructure

DC BLOX selected for federal AI data center and energy project

DC BLOX has been tapped for a major federal consortium to create a 1 GW AI data center campus with 2 GW of on-site power at the Savannah River Site, marking a pivotal public-private push into next-generation digital infrastructure and nuclear-backed energy.

July 23, 2026

Data Centers and AI Infrastructure

Data center demand drives $6.3B PJM capacity auction cost

Data centers accounted for 38% of PJM’s latest capacity auction charges, totaling $6.3 billion and highlighting a substantial shift in grid demand and costs.

July 22, 2026

Data Centers and AI Infrastructure

VIVIFY showcases hydrogen energy units for disaster and data center use

VIVIFY Technology demonstrated its hydrogen-based power and emissions solutions to Florida gubernatorial candidate Byron Donalds, emphasizing disaster recovery and data center energy needs.

July 21, 2026

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