Baker Hughes Carbon Capture 2026, $200M NET Power Deal
Baker Hughes CCUS Pivot, $13.6 B Chart Industries Deal, a Google Partnership,…
Microsoft Data Center 2026, $2.6B Freyr Project Halt
Microsoft Data Center Growth, $1008 B Market Faces Power Grid Constraints and…
Iberdrola Wind Energy 2026, €15B Masdar Partnership
Iberdrola Offshore Wind, €5 B Caruna Deal, €37 B Grid Plan, and Microsoft PPA…
Occidental Petroleum Carbon Capture 2026, $550M BlackRock JV
Occidental Petroleum DAC Strategy, $1.1 B Carbon Engineering Deal, 500, 000 Ton…
AI Infrastructure 2026, $551B Memory Market, Microsoft
Power-First Data Centers: Amazon's $715 B AI Spend, a 500% RAM Price Surge, and…
DRAM Market 2028, $100B HBM Projection, NVIDIA Demand
HBM Supply Constraint: SK Hynix, Samsung Sold Out Through 2026 as AI Consumes…
Next Era Energy Solar 2026, 2.5 GW Meta Agreement
Next Era Energy Solar PPAs, 2.5 GW Meta Deal, 11 Power Purchase Agreements, and…
Microsoft Nuclear 2026, 6 GW PJM Shortfall, Constellation
Microsoft SMR Strategy: $1 B Constellation Deal, 6 GW PJM Shortfall, and…
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…