Renew Home Distributed Energy 2026, 7.8 GW with Sunrun
Renew Home VPPs for Data Centers, 16.8 GW Sunrun & Tesla Deal, 1 GW NRG…
NUE Power Gas Turbine 2026, 2.5 GW Green Harbor JV
NUE Power Gas Turbine Supply, 50/50 Green Harbor JV, Targeting 63 GW Demand and…
SPP Grid Infrastructure 2025, $8.6B for PJM/ERCOT Load
Power Transformer Shortages Delay 7 GW of AI Projects and 2, 500 GW of…
Semiconductors & AI Chips 2026, $34M USD.AI Deal
NVIDIA GPU Financing, $130 B in AI Data Center Delays, Core Weave's $2.3 B Debt…
TSMC AI & Data Center Energy 2026, 2,100 GW Grid Queue
AI Chips Energy Efficiency 2026, 50% of Data Centers Delayed, and a $630 B…
Cipher Mining HPC Infrastructure 2026, $8.5B AWS, Google
Cipher Mining AI Data Center Pivot, $5.5 B AWS Lease, $3 B Fluidstack Deal, and…
Altitude Carbon Capture 2026, 965k Tonne Equilibrium Deal
Biochar India Offtake Agreements, 180, 000 Tonne Altitude Deal, 425, 000 Tonne…
Nuveen Grid & Power Infrastructure 2026, $2B Cal STRS Deal
Clean Infrastructure Credit 2026: The $2 B Nuveen Cal STRS Model, $7.1 B…
Microsoft Nuclear 2026, 1M Tonne Liferaft Deal
SMRs for Data Centers, Microsoft's 10.5 GW Brookfield Plan and $80 B Cameco…
Hut 8 AI & Data Center Energy 2026, 352 MW Hyperscaler Lease
AI Compute Offtake Agreements, 190 GW Hyperscale Pipeline, $9.8 B Hut 8 Deal,…