PJM Fuel Cell 2026, 4.7 GW Capacity Loss, Dominion Energy

Grid Infrastructure Delays, 11 GW At-Risk Capacity, 5-Year Transformer…


Tasmea AI & Data Center Energy 2026, A$184M Maxim Group Deal

Tasmea Data Center M&A, A$254 M Maxim Deal, 31% EPS Accretion and A$1.3 B…


PPL Natural Gas Generation 2026, 253 GW PJM Demand Surge

PPL Data Center Grid Overhaul, $23 B Capex Plan, Blackstone JV, and 25.2 GW…


Distributed Energy 2026, 190 GW Hyperscale Pipeline, PJM

Diesel Generator Demand, 7 GW Capacity Gap, 104-Week Lead Times, and PJM…


Supermicro Liquid Cooling 2025, 80 kW NVIDIA Racks

Top 10 Data Center Liquid Cooling Vendors: Supermicro's 100 K GPU x AI Win & 10…


Bar chart showing power transformer market size rising from $27.79B in 2025 to $54.89B in 2035, with yearly increments shown (2026–2034).

Siemens Energy Power Transformer 2027, $421M NC Plant

Siemens Energy Power Transformer 2027, $421M NC Plant Top 10 Power Transformer…


Bar chart: U.S. transformer supply deficit by type (2025) with GSU 47%, Power 30%, Distribution (3-Phase) 15%, Distribution (1-Phase) 10%.

Hitachi Energy Grid Infrastructure 2026, $4.5B for Amazon

Hitachi Energy Grid Infrastructure 2026, $4.5B for Amazon Power Transformer…


Bar chart of 2025 investment in clean energy tech; Solar PV leads by far, followed by wind, storage, biomass, geothermal, electrolyzer, and CCUS.

Fervo Energy Geothermal 2026, 10.5 GW Microsoft Deal

Enhanced Geothermal Drilling, Fervo Energy gets $44 million DOE support for…


Infographic map of the top U.S. data center markets with city names and facility counts

Amazon Private Power Grids 2026, 233 GW ERCOT Queue

Hybrid Energy Strategies for Top 10 US Markets, 40 GW in Texas, 7.9 GW PJM…


Pie chart of each state’s estimated share of future data center power capacity; Virginia 26.1% is largest, Texas 19.1%.

Dominion Energy Nuclear 2026, 70 GW Backlog in PJM

SMRs for Top 10 US Data Centers, Over 90 GW Demand, 7-Year Waits (2024-2026)…


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