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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

Broadcom Amplifies Focus on Private Cloud Infrastructure at VMware Explore 2025

Broadcom reinforces its commitment to private cloud solutions at VMware Explore 2025, highlighting critical technological and regulatory dynamics shaping enterprise cloud adoption.

June 15, 2026

Data Centers and AI Infrastructure

Broadcom’s Strategic Emphasis on Private Cloud at VMware Explore 2025

Broadcom reaffirms its commitment to private cloud innovation, shaping enterprise infrastructure trends ahead of VMware Explore 2025.

June 14, 2026

Data Centers and AI Infrastructure

Panasonic to Repurpose Kansas EV Battery Factory for Data Centre Infrastructure

Panasonic plans to transition its Kansas EV battery plant to support data centre energy needs starting in 2029, reflecting shifts in infrastructure priorities.

June 13, 2026

Data Centers and AI Infrastructure

Data Center Demand Accelerates Commercial Viability of Carbon Dioxide-Based LDES in the US

The rapid power requirements of US data centers are hastening the adoption of innovative long-duration energy storage solutions, particularly carbon dioxide-based systems.

May 2, 2026

Data Centers and AI Infrastructure

Data Centre Innovations Embrace ‘Bring Your Own Capacity’ Model

Leading energy storage and infrastructure developers are advancing the ‘bring your own capacity’ model, reshaping data centre energy resilience and flexibility.

April 21, 2026

Data Centers and AI Infrastructure

Fluence Signals Rapid Expansion of Data Centre Battery Storage in Australia

Fluence is advancing high-density battery storage deployments to support evolving data centre demands and grid stability in Australia’s dynamic energy landscape.

April 16, 2026

Data Centers and AI Infrastructure

Form Energy to Deliver 12GWh Iron-Air Batteries for US AI Data Centres

Form Energy has committed to supplying 12GWh of iron-air batteries to support multi-day storage for US AI data centres, enhancing resilience and clean energy integration.

March 28, 2026

Data Centers and AI Infrastructure

Second-Life EV Batteries Enable Microgrid Expansion for Data Centers in Nevada

Crusoe and Redwood Energy are advancing microgrid infrastructure in Sparks, Nevada by repurposing second-life electric vehicle batteries paired with solar power to support modular data centers.

March 26, 2026

Data Centers and AI Infrastructure

Zelestra Advances 440 MW Texas Solar Portfolio to Power Meta with $600 Million Financing

Zelestra secures $600 million to develop a 440 MW solar project in ERCOT, underscoring Big Tech’s growing influence in corporate renewable procurement and regional grid transformation.

March 25, 2026

Data Centers and AI Infrastructure

Overcoming AI Power Conversion Losses to Unlock Data Center Efficiency

Innovations in power conversion technology are helping data centers reclaim wasted capacity and improve AI infrastructure efficiency amid growing energy demands.

March 18, 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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