Microsoft - EnkiAI

Ameresco Renewable Natural Gas 2026, $300M HASI JV

Renewable Natural Gas Policy Risks, $1/gallon Credit Pulls Supply from Grid,…

Thea Energy Nuclear 2026, 200 MW Google PPA

Thea Energy Stellarator Commercialization, $100 M Series B, DOE Certification,…

Scatter plot of line length (mi) vs. completion time (years); points colored by status and shaped by line type according to the legend.

Microsoft Nuclear 2026, $400B Canceled, Georgia Power Demand

High Voltage Transmission Bottlenecks, 266 GW Canceled Projects, $2.5 T Upgrade…

Infographic titled AI Data Centers Energy Demand & Supply showing shares of global energy supply (blue), USA supply (pink), China supply (yellow) and worldwide energy demand (purple diamonds) from 2020 to 2030, with demand rising toward 1,000 TWh by 2030 and varying supply shares by region.

AI Data Center Energy 2025, 10 On-Site Power Pivots & $7B Deal

Top 10 On-Site Power Pivots for AI: INNIO’s 2.3 GW Deal, Bloom Energy’s 1 GW…

Infographic chart showing AI spending by big tech firms (2022–2025), with stacked areas for Microsoft, Alphabet, Amazon, Meta, Oracle and others on a blue grid background.

DEWALT Robotics & Autonomous Systems 2026, 57% Project Delays

Data Center Construction Robotics, DEWALT's 2026 Robot, 15.5% CAGR, and 499,…

Infographic titled The Data Center Backlash By The Numbers; bar chart shows rejections: 0 in 2021, 2 in 2023, 2 in 2022, 9 in 2024, 48 in 2025, 70 in 2026 (through Apr 7). Purple bubble notes: more centers were rejected in early 2026 than in all of 2025.

Vertiv Liquid Cooling 2026, $7 B Market, Microsoft Alignment

Vertiv Liquid Cooling 2026, $7 B Market, Microsoft Alignment Closed-Loop…

PJM base residual auction clearing prices by year from 2018/19 to 2027/28, with values: 165, 100, 77, 140, 50, 34, 29, 270, 329, 333 (cents per kWh/ dollars per MWh), color-coded bars show pre-2025 yellow/blue then 2025–28 red.

Microsoft Nuclear 2026, 6 GW Shortfall, X-energy Deal

Microsoft Nuclear 2026, 6 GW Shortfall, X-energy Deal PJM Data Center Power…

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…

Bar chart showing AI in energy market size from 2025 to 2034, values from $18.1B to $75.5B (USD). Receiving source at bottom shows Precedence Research.

ADNOC Carbon Capture 2025, $60 B US Majors Framework

ADNOC DAC Strategy, $500 M Occidental Exploration, $3.8 B Project Lightning,…

Stock chart for Occidental Petroleum (OXY) with orange price line and gray comparison line, plus volume bars below.

Occidental Carbon Capture 2025, Microsoft Offtake, $1B FCF

Occidental DAC Infrastructure Strategy, $1.3 B Stratos Plant, ADNOC $500 M JV,…