RWE Hydrogen 2026, 350 MW Edify Energy Project

Top 10 Green Hydrogen Projects: RWE's 1 GW plan & Aslan's 600 MW project…

by Erhan Eren

Chart showing 800VDC penetration of new datacenter capacity from 2025 to 2030. It stacks Retrofit (orange) and Facility-level (blue) capacity, with a green penetration rate line reaching about 60–80% by 2030. Title: '800VDC penetration of new datacenter capacity'.

NVIDIA AI & Data Center Energy 2027, $65B Market, Eaton

NVIDIA 800 V DC Architecture, 94% Efficiency Target, 5% Facility Savings, and…

by Erhan Eren

Infographic showing US electrical equipment demand growth vs. 2025 market deficit with bars for each component and percentages; title and notes from Wood Mackenzie.

Hitachi Grid & Power Infrastructure 2026, $1B U.S. Push

Switchgear Lead Times, Eaton's $30 M Plant, 5-Year Delays from GE & Siemens,…

by Erhan Eren

Bar chart labeled GS Estimate showing three capacity categories by quarter (1Q23 to 4Q26): dark blue for Hyperscale + Cloud rising from ~22 GW to ~40 GW, light blue for Non-Hyperscale/Cloud around ~18–19 GW, and purple for AI rising from ~1 GW to ~15 GW. Y-axis in GW (0–40).

Meta Solar & Wind 2026, 2.5 GW NextEra PPAs

Meta Solar & Wind 2026, 2.5 GW NextEra PPAs Top 10 Corporate PPAs: Microsoft's…

by Erhan Eren

Bar chart: U.S. transformer supply deficit by type (2025) with GSU 47%, Power 30%, Distribution (3-Phase) 15%, Distribution (1-Phase) 10%.

Hitachi Energy Grid Infrastructure 2026, $4.5B for Amazon

Hitachi Energy Grid Infrastructure 2026, $4.5B for Amazon Power Transformer…

by Erhan Eren

Infographic map of the top U.S. data center markets with city names and facility counts

Amazon Private Power Grids 2026, 233 GW ERCOT Queue

Hybrid Energy Strategies for Top 10 US Markets, 40 GW in Texas, 7.9 GW PJM…

by Erhan Eren

Pie chart of each state’s estimated share of future data center power capacity; Virginia 26.1% is largest, Texas 19.1%.

Dominion Energy Nuclear 2026, 70 GW Backlog in PJM

SMRs for Top 10 US Data Centers, Over 90 GW Demand, 7-Year Waits (2024-2026)…

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

Two pie charts: left shows materials/components distribution (largest 38% Reactor Plant Equipment); right shows labor distribution with Civil Structural Works at 50%.

HD Hyundai Nuclear 2026, 100 MW Design, Rolls-Royce GDA

SMR Maritime Adoption, $7.14 B Market by 2030, 1 HD Hyundai Pilot, and 5-Year…

by Onur

Infographic map titled 'Global Hydrogen Production in 2023' showing regional production with blue circles for blue hydrogen and green dots for green hydrogen; North America and Asia Pacific are the largest producers, with smaller values in Europe, the Middle East, Africa, and the Americas.

Scatec Hydrogen 2024, US$3B Reliance Samsung C&T Deal

Top 10 Green Hydrogen Exports: Scatec's 20-Year Deal, EUR 2 B Plant, and…

by Erhan Eren

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