Powering the next century of growth
Australia's record renewable-investment quarter hides a stalled wind pipeline. With New South Wales projects stuck at financial close, the Clean Energy Finance Corporation is reversing course to become the financier of last resort.
Google will buy 890 MW from Constellation for 20 years. The capacity comes from upgrading 11 existing reactors, not building new ones, and it won't fully land until 2032 — well after the data centers that need it switch on.
A Michigan startup and a subsea data-center builder signed a 20-year contract for electricity beamed from orbit, 100 MW of round-the-clock baseload. The physics are decades old. The economics are not yet proven.
GridCARE says it qualified 5 GW of extra load-serving capacity in twelve months across six utilities, then valued the national opportunity at up to 120 GW and $270-350B. What the verified projects contain, what peer-reviewed modelling says flexibility really delivers, and who wrote that study.
Reverion closed a $175M Series B led by Kembara, funding a first Megafactory that takes annual manufacturing capacity from tens of megawatts to 250 MW by 2029. The 74.2% efficiency figure was measured in live customer operation at a biogas plant in Baden-Wuerttemberg.
NESO spent three years proving locational flexibility procurement worked on a cloud platform, then folded it into a national merit-order service. The 0.1MW threshold is why that matters less than it should.
Novele closed an oversubscribed $17M Series A for 2-inch batteries that mount inside occupied commercial buildings, paired with software that predicts the power burst setting the demand charge. PJM's capacity price has gone from $28.92 to $333.44 per MW-day in three auctions.
The physics works. The business question is harder. VEIR's $110M Series C moves AI power capital from generation to delivery — and the deciding line item is a cryogenic operating bill nobody has published.