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The 2026 AI playbook: what is powering the AI trade?

Chevron Geothermal 2026, 7 GW in Delays, Microsoft Deal

July 31, 2026AI InfrastructureGrid & Power Infrastructure,SWOT Analysis,Partnerships & Alliances,Data Centers,Microsoft,Technology & Cloud,AI & Data Center Energy,Google,Chevron,Intersect Power,Babcock & Wilcox

Compute Offtake Agreements: Securing 55 GW for US Data Centers via Power-First…

Tripartite Contracting for Clean Electricity – Clean Air Task Force

American Airlines SAF 2026, $52.4B Market, Google Pact

July 31, 2026SustainabilitySWOT Analysis,Hydrogen,Investment Analysis,Microsoft,Google,Mining,Critical Minerals,Aviation & Aerospace,American Airlines,Brazil Potash

Sustainable Aviation Fuel Offtake Agreements, American Airlines Signs Google…

Electrification of U.S. Manufacturing With Heat Pumps — Global Efficiency Intelligence

Holcim Industrial Electrification 2026, $465M Salt X Deal

July 31, 2026SustainabilityGrid & Power Infrastructure,SWOT Analysis,Steel & Metals,AI & Data Center Energy,Infra Build,Pilot to Deployment,Cement & Construction,Holcim,Salt X,Coolbrook

Industrial Heat Pumps Commercialization, €400 M EU Innovation Fund, 8.89% US…

Microsoft Isn't Actually the Savior of Carbon Removal - Bloomberg

Microsoft Carbon Capture 2026, $915M Frontier Commitment

July 30, 2026Carbon CaptureSWOT Analysis,CCUS,DAC,Market Analysis,Data Centers,Microsoft,Technology & Cloud,Google,Frontier,Bio Circ

DAC Market Dynamics, Microsoft's 52 Mt Portfolio, Bio Circ Deal, and 63% Market…

Network graph: Tachyon9 Strategic Partnership Network (2026)

Tachyon 9 Distributed Energy 2026, $1B Nixxy Merger

July 30, 2026AI InfrastructureSWOT Analysis,Partnerships & Alliances,Distributed Energy & Microgrids,Data Centers,Technology & Cloud,AI & Data Center Energy,Tachyon 9,Nixxy,Nidar Infrastructure,Robo.ai

Tachyon 9 On-Site Power Projects, $2.34 B Nidar Deal, 1 GW Capacity, and Nixxy…

Line chart: AI Data Center Market Size Forecasts ($B) — series: Mordor Intelligence, Grand View Research, Straits Research

Hyperscale Data AI Data Center 2026, 340 MW Neocloud Plan

July 30, 2026Data CenterGrid & Power Infrastructure,SWOT Analysis,Policy & Regulation,Data Centers,Microsoft,Technology & Cloud,AI & Data Center Energy,Google,Core Scientific,Hyperscale Data,Neocloud

Hyperscale Data AI Compute Offtake, $1.2 B Deal With Neocloud, 20 MW Michigan…

Microsoft Carbon Capture 2025, $1.4B Stockholm Exergi Deal

Microsoft Carbon Capture 2026, 1M Tonne Liferaft Deal

July 30, 2026Carbon CaptureSWOT Analysis,Strategy & Roadmap,CCUS,Data Centers,Microsoft,Technology & Cloud,AI & Data Center Energy,Bio Circ,Svante,Liferaft,Rubicon Carbon

Microsoft BECCS Strategy, 650 K Tonne Bio Circ Deal, 626 K Tonne Canadian…

Blockchain in Energy Market Size, Industry Trends | 2035

Power Ledger Blockchain in Energy 2026, $4B EVN-CPC Pilot

July 30, 2026Distributed EnergyGrid & Power Infrastructure,Utilities & Power,Market Outlook,Distributed Energy & Microgrids,Pilot to Deployment,Power Ledger,Solana,EVN-CPC,GM Insights

Power Ledger Blockchain Trading, $5 B Market by 2026, and 20+ Global Pilots…

Miner Weekly – The Great Bitcoin Mining Power Shift: Who Won Q1? | TheEnergyMag

Core Scientific AI Data Center 2026, 2 GW Hut 8 Shift

July 30, 2026Data CenterGrid & Power Infrastructure,SWOT Analysis,Partnerships & Alliances,Data Centers,Technology & Cloud,AI & Data Center Energy,Core Scientific,Core Weave,Tera Wulf,MARA,Hut 8

Core Scientific AI Pivot, $1.2 B Core Weave Deal, 1.5 GW Texas Expansion, and…

Philippines aims to attain 35% renewable energy generation by 2030

ACWA Power Energy Storage 2026, 5,000 MW EPI JDA

July 30, 2026SustainabilityBattery & BESS,Utilities & Power,Meralco Power Gen,Solar,Strategy & Roadmap,Partnerships & Alliances,ACWA Power,Emerging Power Inc.,Maharlika Investment Corporation

ACWA Power BESS Projects, 5, 000 MW EPI JDA, $200 M BCDA Solar Deal, and 4…