News and Insights

Market Data and Outlook

The US data center immersion cooling market is set to reach $454.2 million in 2025, driven by hyperscale and AI demand.

September 16, 2026

Data Centers and AI Infrastructure

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

Manufacturing and Supply Chain

US researchers found up to 4% UV-induced performance loss in TOPCon solar cells, varying significantly among commercial vendors.

September 15, 2026

Finance and Transactions

Constellation Energy will acquire the 609-MW Rhode Island State Energy Center from Shell for $715 million to expand its ISO New England portfolio.

September 15, 2026

Policy and Regulation

Massachusetts has introduced new principles for responsible data center development as construction demand grows across the state.

September 15, 2026

Policy and Regulation

The U.S. Commerce Department finalized antidumping and subsidy duties as high as 234% on solar imports from India, Indonesia, and Laos.

September 14, 2026

Market Data and Outlook

The U.S. Department of Commerce confirmed final duties on solar cells from India, Indonesia, and Laos, citing dumped and subsidized imports.

September 14, 2026

Market Data and Outlook

Major power and fiber deals, record battery storage growth, and evolving grid strategies defined this week, as clean capacity hit 388 GW.

September 11, 2026

Data Centers and AI Infrastructure

SolarEdge and Infineon are extending their partnership to introduce ultra-fast solid-state DC fault protection to AI data centers.

September 11, 2026

Finance and Transactions

Clearwave and Visionary Broadband are merging to create a fiber platform spanning 17 states, serving about 700,000 homes and businesses.

September 11, 2026