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

Chevron Geothermal 2026, 7 GW in Delays, Microsoft Deal

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

Sustainable Aviation Fuel Offtake Agreements, American Airlines Signs Google…


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

Microsoft Carbon Capture 2026, $915M Frontier Commitment

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


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

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


New CDR.fyi Report Shows The Demand Structure And Role Of Major Buyers In Durable Removals

Microsoft Carbon Capture 2026, $900M Frontier Pledge

DAC Offtake Markets, Hyperscalers' $725 B Capex Cycle, 105 Mtpa CO₂ Removal…


Brookfield Nuclear 2026, $80B Cameco Westinghouse Deal

SMR Deployment for Data Centers, 1.8 GW Google-Elementl Deal, $80 B…


Microsoft Carbon Capture 2026, 2 M Tonne Ugandan Deal

DAC Offtake Agreements: Microsoft's 45 M Tonne Deal, Google's 16 New Pacts,…


Bar chart: Top US-Related VPP Projects by Capacity and Announcement Year — series: 2024, 2025, 2026

Tesla Energy Storage 2026, 515 MW CAISO Program

Virtual Power Plant Top 10 US Projects: Tesla 16 GW VPP and 1 GW Deal (2024 to…


Google Fuel Cell 2026, $725B Capex Cycle with Microsoft

Google On-Site Generation, 1 GW Texas Project, $725 B Hyperscaler Capex, and 75…


Google Energy Storage 2026, $1.4T Grid Spend, Meta Deal

Virtual Power Plants for Data Centers, Google 100 MW Voltus VPP, and 7 GW in…


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