Fervo Energy Geothermal 2026, 115 MW Google PPA

Fervo Energy Enhanced Geothermal, $1.89 B IPO, 115 MW So Cal Ed PPA, and a 400…


Thea Energy Fusion 2026, $2.64B Sector Funding

Stellarator Fusion Manufacturing, Thea Energy $100 M Series B, DOE Milestone…


Bar chart of kW per AI server rack by GPU generation: current GB200 120 kW, GB300 140 kW (two entries), Vera Rubin 200+ kW; 2026 Power Shelf: VR CPX 380+ kW; 2027 HVDC standalone: VR Ultra 600 kW.

NVIDIA HVDC Power 2026, $610M 2CRSi Contract

NVIDIA 800 V DC Data Center Power, 31 Partner Ecosystem with Vertiv, 1 MW…


Split-view of an industrial plant: left shows dirt layout and silos, right shows finished tanks and white storage blocks by a lake.

Antora Energy Energy Storage 2026, 5 GWh POET Deal

Antora Energy Thermal Battery Commercialization, 5 GWh POET Deal, and $10 B in…


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…


Chart showing US battery storage installations: rising quarterly GWh from Q1 2024 to Q2 2026 with a trend line and record highs of 9.7 GWh (Q1 2026) and 10.0 GWh (Q2 2026).

Meta Nuclear 2026, 6.6 GW Firm Power Agreements

Meta Nuclear 2026, 6.6 GW Firm Power Agreements Meta Advanced Reactor Strategy,…


Map of regional oil and gas pipelines with a legend naming Kinder Morgan Louisiana, CP Express, TransCameron, Golden Pass, and Creole Trail; LNG facilities are shown as blue circles and a red circle for a Commonweath LNG site.

Commonwealth LNG 2026, $9.75B Financing, Technip Energies EPC

Commonwealth LNG 2026, $9.75B Financing, Technip Energies EPC Commonwealth LNG…


Circular investment infographic showing energy mix: maintenance oil, LNG & Gas, low-carbon molecules, and integrated power with 2026 and 2027–2030 net capex totals (~15 B$; 14–16 B$).

Total Energies Hydrogen 2025, $4B Capex and Air Liquide JV

Total Energies Green Hydrogen, $16 B Chile Project, RWE Offtake, and 4 Key…


Stock chart: Ceres Power rally as AI data center buildout boosts fuel-cell stocks, up to 1,000% by Apr 2026 (Bloomberg).

Ceres Power Fuel Cell 2026, 3 Commercial Deals, Centrica

Ceres Power 2026 Analysis: SOFC Breakout & Data Center Dominance The period…


Stock chart for Bloom Energy Corp (BE) with price lines, volume bars, and support/resistance annotations on left; earnings table and setup rating on right.

Bloom Energy Fuel Cell 2026, 2.8 GW Oracle Agreement

Bloom Energy 2026: Fueling the AI Revolution with Landmark Data Center Deals……


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