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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.

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Data Centers and AI Infrastructure

Duos Edge AI secures 10 MW, five-year colocation deal in Georgia

Duos Edge AI signs a $111 million, five-year colocation agreement to add 10 MW at its Columbus, Georgia campus, doubling site capacity to 20 MW by late 2026.

July 21, 2026

Data Centers and AI Infrastructure

Musk companies scale up US AI data center infrastructure

Tesla, X Corp, and xAI are aggressively expanding their US data center footprint with a focus on AI compute clusters and custom silicon, signaling sustained demand for high-performance power and network capacity.

July 21, 2026

Data Centers and AI Infrastructure

Duos signs 10 MW colocation deal at Georgia data center campus

Duos Edge AI has secured a five-year, 10 MW colocation agreement valued at $111 million at its Columbus, Georgia data center, boosting campus capacity.

July 20, 2026

Data Centers and AI Infrastructure

Sunrun Launches Distributed AI Data Center Pilot, Pioneering Edge Computing Integration

Sunrun is piloting AI compute nodes in residential solar systems, signaling a transformative shift toward distributed AI inference and edge data infrastructure.

July 9, 2026

Data Centers and AI Infrastructure

Innovative Battery Storage Models Power AI Data Centers in Nordic and US Markets

Emerging battery storage business models for AI data centers are unlocking grid-balancing revenues in Nordic markets and leveraging distributed computing in the US.

July 9, 2026

Data Centers and AI Infrastructure

Implications of Data Centre and Cybersecurity Trends for Battery Energy Storage in Europe

The growing intersection of data centres and cybersecurity developments is reshaping the deployment and operation of battery energy storage systems across Europe.

July 4, 2026

Data Centers and AI Infrastructure

Exowatt Advances Modular Solar Thermal Storage for Frontier Data Centers

Exowatt is pioneering off-grid modular solar thermal storage to support AI data centers, enabling bypass of congested utility grids and advancing frontier energy infrastructure.

July 1, 2026

Data Centers and AI Infrastructure

Rising VMware Migration Trends Reflect Evolving Virtualization Needs

Increasing VMware migration activity underscores shifting business requirements, cost pressures, and evolving infrastructure dynamics in enterprise IT.

June 26, 2026

Data Centers and AI Infrastructure

Wood Mackenzie Expands Demand-Driven Grid Modeling with LandGate Acquisition Amid U.S. Data Center Growth

Wood Mackenzie’s acquisition of LandGate highlights a pivotal shift toward demand-centric grid analysis as data centers drive significant U.S. electricity load growth.

June 24, 2026

Data Centers and AI Infrastructure

Advancing Data Center Resilience with Solid-State Transformers

Solid-state transformer technology offers a transformative solution to data center power challenges by improving efficiency, resilience, and scalability.

June 19, 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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