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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
Grid Operations and Technology

Data centers integrate visual monitoring with operational systems

Data centers are using visual and thermal cameras to automate equipment monitoring and reduce routine manual inspections.

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September 30, 2026
Policy and Regulation

California and EU introduce new rules on AI data center resource use

California and the EU released new requirements to track and reduce the water and energy usage of AI data centers.

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September 30, 2026
Market Data and Outlook

PJM launches annual review of large load requests for 2027 forecast

PJM began its yearly process to assess large load requests, with data centers driving demand projections in its 2027 load forecast.

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September 30, 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.

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September 30, 2026
Manufacturing and Supply Chain

Power Electronics begins work on 40 GW manufacturing campus in Houston

Power Electronics has started construction on a Houston facility that will produce up to 40 GW of energy equipment annually across multiple sectors.

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September 29, 2026
Market Data and Outlook

Data center and AI demand reshapes power grid planning

AI infrastructure demand puts new pressure on utilities, with power needs for next-generation data racks reaching up to 1 MW per rack.

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September 29, 2026
Policy and Regulation

Maryland imposes statewide review for large data centers

Maryland will require a statewide review and public dashboard for large data center projects under a new executive order.

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September 29, 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.

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September 29, 2026
Market Data and Outlook

Global solar capacity reaches 2.96 TW on surge in 2025 additions

Global solar additions hit 690 GW in 2025 with China leading installations, pushing total solar capacity to 2.96 TW worldwide.

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September 28, 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.

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September 28, 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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