Line chart: U.S. & Global Renewable/Solar Market Size Forecasts ($B) — series: Global Solar Energy Market (Custom Market Insights), U.S. Solar PV Market (MarketDataForecast), U.S. Renewable Energy Market (MarketDataForecast)

Google Solar 2026, $4.75B Intersect Power Deal

Google Solar Vertical Integration: $4.75 B Intersect Power Acquisition, 5 GW AI…


Line chart: Nuclear Power Market Size Forecasts ($B) — series: Coherent Market Insights

Google 24/7 CFE 2026, 1.2 GW Nuclear, Clearway PPA

Google Advanced Reactor Strategy, a 1.2 GW Clearway PPA, the $4.75 B Intersect…


Line chart: Global Data Center & AI Infrastructure CapEx Forecasts ($B) — series: Dell'Oro Group (Worldwide DC)

AI Data Center 2026, $1.7T Capex Projections, Microsoft

Data Center Grid Lock, Google $20 B Intersect Power Deal, 7 GW US Crisis, and…


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…


Bloom Energy Fuel Cell 2026, $2.5B Brookfield Deal

Data Center Grid Constraint, $130 B in Canceled Projects, 7 GW Lost Capacity,…


Privacy Preference Center