Infrastructure Development

Energy transition market reaches $3.17 trillion in 2026 as grid connection backlogs stall 1,650 GW of capacity

The global energy transition market hits $3.17T in 2026, but 1,650 GW of renewable capacity sits in grid connection queues worldwide.

DOE geothermal funding and energy workforce strategy signal new demands for operators

The DOE has committed $171.5M to geothermal expansion and published an 8-principle workforce framework targeting millions of new energy jobs.

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers accounted for roughly 50% of US electricity demand growth, far outpacing the global share of 17%, with power timelines now outstripping build timel

Applied Digital’s Ellendale AI Data Center August Update

A 363,000-square-foot AI facility in North Dakota moves toward completion with major infrastructure milestones