energy sector

Grid modernization and defense contracts are reshaping how energy infrastructure operators deploy capital in 2026

From DARPA atomic clocks to 297 MWh battery storage deals, the energy and utility sector is directing fresh capital toward precision infrastructure.

Dominion's 53.8 GW data center backlog and a $66.8B merger make it the utility to watch in 2026

Dominion Energy beat Q2 estimates on surging data center demand, while its pending $66.8B merger with NextEra advances toward a 2027 close.

A $67B utility merger faces its first major regulatory test as Sen. King asks FERC to block NextEra-Dominion

NextEra and Dominion have filed for regulatory approval of a merger that would create the world's largest regulated utility, but congressional opposition is alr

Microsoft-commissioned report finds three soft barriers slowing AI adoption across Australia's electricity grid

A Mandala report commissioned by Microsoft identifies strategic, investment, and data fragmentation barriers holding back AI deployment in Australia's rapidly c

Utilities set to invest $1.1 trillion in grid infrastructure as electrification accelerates

U.S. utilities are committing $208B in 2025 grid investment, part of a $1.1T five-year buildout that will reshape procurement and operations planning.

Hitachi Energy expands digitalization portfolio to manage AI-driven grid complexity

Hitachi Energy's expanded digitalization suite targets utilities and asset-heavy industries facing surging grid complexity from AI load growth and the energy tr