Chart titled 'Illustrative Islanded GW-Scale Datacenter Redundancy Overbuild vs. Unit Size (3 Nines Uptime)'. It shows redundancy percentage rising with unit size: Small ~10–15%, Medium ~15–25%, Large ~>50%, Large/Largest >100%. Left axis labeled Redundancy Overbuild (%), right of axis not shown. Icons of engines and a data-center module illustrate increasing redundancy; source note at bottom left: 'Source: SemiAnalysis Datacenter Industry Model'

ERCOT Fuel Cell 2026, $10B Fund After 266 GW Canceled

SOFC Projects for Texas Data Centers, 2.3 GW Oracle Deal, 1 GW AEP Agreement,…


Oil refinery with tall smokestacks and a glowing global data network projected over the ground, illustrating a global energy system.

BHP Carbon Capture 2026, $15M JFE Steel Deal

BHP CCUS Hubs, $400 M Fund, 5 Sites with JSW Steel, and 6 Key Agreements (2021…


Two charts from a carbon report: top chart shows embedded carbon demand by energy, transport, and materials today vs. 2050; bottom chart shows carbon embedded in chemicals and derived materials with 2020–2050 projections and shares.

U.S. Steel Carbon Capture 2026, $150M Gary Works Project

CCUS Profitable Decarbonization: U.S. Steel’s $150 M Carbon Free Project, 50,…


Data center with rows of server racks and overhead cables; a technician in a hard hat inspects a cabinet.

Amazon Nuclear 2024, 4 Pacts Including Microsoft

AWS SMR Strategy, $650 M Talen Energy Deal, 960 MW Capacity, and 3 Competitor…


WATT Fuel Cell brochure page with a green benefits panel listing High Reliability, Fuel Flexibility, Low Emissions, Quiet Operation, Scalable, plus a tubular SOFC diagram and WATT logo.

WATT Fuel Cell Fuel Cell 2026, $40B American Water Merger

WATT Fuel Cell SOFC Utility Model, 7, 250 Hope Gas Lease Deal, 2 k W Rollout,…


Integrated energy system diagram: renewables feeding converters, hydrogen production/storage, compressor, fuel cell, and connection to the main grid.

National Grid Hydrogen 2026, $11M Mainspring Energy Pilot

Green Hydrogen Grid Power, National Grid $2 M NYSERDA Pilot, 5 Regional…


MSC Group Fuel Cell 2028, 150 kW Bloom Energy Pilot

MSC PEM Fuel Cell Cruise Ships, €3.5 B Explora Journeys Fleet, 2 Fincantieri…


GMI Rederi Fuel Cell 2026, 3 MW Systems from Power Cell

PEM Fuel Cell Maritime Projects, GMI Rederi's SEK 40 M Power Cell Order, >$120…


Bar chart: Texas large load requests vs approvals (Feb–Nov 2025). Blue bars = New Large Load Request, orange bars = Approved to Energize; notable approvals in April (473 MW) and November (210 MW, small).

Last Energy Nuclear 2026, 136 GW ERCOT Queue

SMR Deployment for Texas Data Centers, Last Energy 600 MW Plan, Fermi America…


Tesla Solar 2026, 68 GW Exports & ACWA Power Partnership

Bifacial Solar, Tesla's 100 GW Plan, a $2.9 B Chinese Equipment Deal, and 2…


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