How the 2026 climate tech market is shaping up so far

• Interview
• DATA CENTERS
• Grid edge

Inside Renew Home, Sunrun, and Tesla’s 16 GW push to route existing capacity to the AI boom.

• Podcast
• AI
• DATA CENTERS

SemiAnalysis’ Jeremie Eliahou Ontiveros breaks down the different energy strategies of hyperscalers and AI labs like OpenAI and Anthropic.

• News
• Gov funding
• U.S. market

The loan will fund 2,800 miles of transmission infrastructure as the utility races to meet load growth.

• Commentary
• DATA CENTERS
• U.S. market

The proposal lumps data centers together with conventional large users, leaving the latter exposed to rate pressure driven by the AI boom.

• Analysis
• Policy
• U.S. market

Many groups are swapping climate ideology for market economics, and shifting to state legislatures.

• Interview
• DATA CENTERS
• Grid edge

As IPO rumors swirl, the company is getting more selective about its data center pipeline.

• Interview
• Policy
• U.S. market

Many clean energy projects succeeded in starting construction before the July 4 deadline — but federal policy hurdles remain.

• Analysis
• Corporates
• DATA CENTERS

Google and Amazon are both emitting more than ever, but emphasizing their improving efficiency even as energy use booms.