Featured in Powering AI – 03-2026

High-stakes PPAs

Power purchase agreements (PPAs) are evolving into complex risk-sharing structures as hyperscale data center operators trade fixed pricing for physical delivery and grid-bypass certainty. The US solar industry is entering 2026 as the foundational technology for a new era of power demand, even as the sector navigates a volatile federal policy landscape.

By

Ryan Kennedy

02 Mar 2026

For data center operators in the United States, bringing your own generation is becoming essential for project viability. As the grid struggles to meet the power requirements of generative AI, the industry is shifting toward energy parks that integrate solar and battery storage behind the meter to bypass sluggish federal interconnection queues. Annual solar generation …

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