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…


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

Holcim Industrial Electrification 2026, $465M Salt X Deal

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


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…


Blockchain in Energy Market Size, Industry Trends | 2035

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

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

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


Trina Solar Energy Storage 2026, 500 MWh Pacific Green

Trina Solar BESS Expansion, 12 GWh Gore Street Capital Fund, 2.4 GWh in LATAM…


Clean Core AI & Data Center Energy 2026, $2B Joint Venture

Clean Core Solutions Data Center Projects, 200 MW West Texas Campus, $100 M Q 1…


CFS Nuclear 2026, Virginia ARC Plant & Realta Deal

Commonwealth Fusion Systems Tokamak Supply Chain, $1 B Eni Offtake, ~$3 B…


BHEL Hydrogen 2026, 2,400 MW Project, thyssenkrupp Deal

BHEL Chinese Vendor Exemption, $3 B NLC India Ltd Deal, and 4 Power Project…


US Solar 2026, $64/MWh PPA Prices & China Tariffs

Solar PV Geopolitical Pricing, 50% Tariffs, $14.7 B in Canceled Funds, and 266…


Privacy Preference Center