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Microsoft Nuclear 2026, 6 GW PJM Shortfall, Constellation
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Vertiv Liquid Cooling 2026, 11.3% Share, Generate Capital
Vertiv Liquid Cooling Capacity, $7.2 B NVIDIA Backlog, 26-Week Lead Times, and…
MARA Holdings CCGT 2026, $1.51B Barclays-Financed Deal
MARA CCGT Strategy, $1.5 B Long Ridge Acquisition, $785 M Barclays Loan, and…
Google Solar 2026, $4.75B Intersect Power Deal
Google Solar Vertical Integration: $4.75 B Intersect Power Acquisition, 5 GW AI…
Meta Nuclear 2026, 6.6 GW Vistra and Oklo Deals
Meta Advanced Reactor Deals, 6.6 GW Vistra PPA, Oklo Gen IV Agreement, and 3…
Enlight Solar 2026, $3B CO Bar Project Financing
Enlight Solar PPA Deals, 200 MW Google PPA, and 2.5 GW Project Pipeline (2025…
Energy Storage Market 2026, Vistra $4.7B Gas Buy & Meta Deal
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AI Data Center Nuclear 2026, $7B Microsoft & Chevron Deal
SMR Data Center Power Projects, Microsoft & Chevron $7 B Deal, and 10 On-site…
Alibaba AI & Data Center 2026, $69.05B Nvidia Plan
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