Stacked area chart showing US LNG export project capacity from 2016 to 2032, rising from 0 to about 35 bcf/d. Areas are labeled by project and status (Completed, Under construction, Approved), with project names on the right and a cumulative capacity increase over time.

AI & Data Center Energy 2026, >$200B U.S. Utilities

Top 10 Clean Energy for AI Investments: Amazon's $10 B Procurement, $602 B…

by Erhan Eren

Bar chart by sector showing 2026 net percentages of expected project value changes (higher vs lower). Green bars indicate positive growth (Data Center 57% highest; Power 34%; Other Healthcare 24%; Hospital 20%; Water/Sewer 16%; Manufacturing 15%; Transportation 11%; Bridge/Highway 10%; Warehouse 5%; Federal 5%; Multifamily Residential 4%; Public Building 1%). Red bars indicate negative growth (K-12 School -1%; Higher Education -5%; Lodging -7%; Private Office -14%; Retail -18%). Rightmost column shows 2025 net changes (green up to 15%, red down to -17%). AGC logo appears on the top right.

Microsoft On-site Power 2026, $100B Azure Expansion

Top 10 Data Center Developers: Tract & Meta's 2 GW Plans and Crusoe's Flared…

by Erhan Eren

Isometric cutaway of an energy system showing solar, wind, hydrogen production, gas processing, CO2 sequestration, and underground storage layers on multiple stacked sections with labels on each feature on the surface and subsurface.

Eclipse Energy Hydrogen 2026, $3/kg Credit, Wood Deal

Blue Hydrogen Field Repurposing, Eclipse Energy Partners with Wood, Targets…

by Erhan Eren

Bar/line chart: rising market for data center liquid cooling from 2020 to 2027, showing blue Direct Liquid and orange Immersion bars plus a gray growth line.

Softbank Liquid Cooling 2024, 5,000 MW G 42 AI Campus Plan

Top 10 Liquid Cooling Projects: Meta's $65 B Overhaul, Softbank's 10, 000 MW…

by Erhan Eren

Chart of net-zero targets for major oil companies, showing logos (ExxonMobil, BP, Chevron, TotalEnergies, Shell, ENI, Equinor, Repsol) with their 2050 emission goals and related metrics.

Chevron Carbon Capture 2024, Gorgon Stage 3 Project

Top 10 CCUS Investments: Exxon Mobil & Calpine Deal, $30 B Framework, 1 B Ton…

by Erhan Eren

Bar chart of top global corporate clean-energy buyers in 2025, led by Meta and Amazon, by energy type (solar, wind, co-located, nuclear, other).

Meta Nuclear Strategy 2026: 8 TerraPower Reactors

Top 10 Advanced Reactor Strategies: Meta's 6.6 GW Deal with Terra Power & 4…

by Erhan Eren

Chart titled 'Illustrative Islanded GW-Scale Datacenter Redundancy Overbuild vs. Unit Size (3 Nines Uptime)'. It shows redundancy percentage rising with unit size: Small ~10–15%, Medium ~15–25%, Large ~>50%, Large/Largest >100%. Left axis labeled Redundancy Overbuild (%), right of axis not shown. Icons of engines and a data-center module illustrate increasing redundancy; source note at bottom left: 'Source: SemiAnalysis Datacenter Industry Model'

ERCOT Fuel Cell 2026, $10B Fund After 266 GW Canceled

SOFC Projects for Texas Data Centers, 2.3 GW Oracle Deal, 1 GW AEP Agreement,…

by Erhan Eren

Bar chart: Texas large load requests vs approvals (Feb–Nov 2025). Blue bars = New Large Load Request, orange bars = Approved to Energize; notable approvals in April (473 MW) and November (210 MW, small).

Last Energy Nuclear 2026, 136 GW ERCOT Queue

SMR Deployment for Texas Data Centers, Last Energy 600 MW Plan, Fermi America…

by Erhan Eren

Projected U.S. data center power demand by state (Rest of Country, Georgia, Arizona, Texas, Virginia) from 2024 to 2035; total rises to about 100 GW.

Duke Energy Fuel Cell 2026, $102.2B Plan, Southern Co

SOFC Data Center Power, Duke & Southern 50 GW Load, $81 B Southern Co Plan, and…

by Erhan Eren

Planar Solid Oxide Fuel Cell Market chart with projected growth to USD 1.74B by 2031 and 9.09% CAGR (2026–2031)

Doosan Fuel Cell 2026: $150M Funding, Shell Consortium

Doosan SOFC Strategy: 50 MW Factory, 9 MW First Order, Ceres Power Pact…

by Erhan Eren

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