Videos

Power-ready land is now the scarcest asset in the data center business. In this episode of Power Weekly, Stuart Pomeroy unpacks Equinix's record quarter, with annualized gross bookings up 35% year over year to $533 million and new-deal pricing up 12%, and why land with a path to power, not the building, is now the product. He also covers Avantus upsizing its corporate credit facility to $1.28 billion with five new lenders to back a 24 GW solar and storage pipeline, a sign that lenders are still backing renewables without waiting on Washington, and what's at stake as the Senate takes up the bipartisan permitting bill.

Power Weekly is the Paces read on the news shaping power development, so developers can stay in the know on the go.

Power buyers and developers need to meet in the middle. That was Stuart Pomeroy's key takeaway from Infocast's PowerUp: Data Centers – Investment conference, where CFOs, lenders, investors and lawyers kept returning to the same chicken-or-egg problem: buyers want fully de-risked projects before signing offtake agreements, while developers want offtake certainty before they invest in development. In this episode of Power Weekly, Stuart explains why earlier or phased commitments from buyers, and a bit more development on spec from developers, could unlock financing that depends on contracts being in place, and with it, faster decisions.

Power Weekly is the Paces read on the news shaping power development, so developers can stay in the know on the go.

Amazon signed a 20-year power purchase agreement with Constellation for 690 MW from the Calvert Cliffs nuclear plant in Maryland, including a new 190 MW uprate, without building its data center campus next door. In this episode of Power Weekly, Stuart Pomeroy explains why hyperscalers are decoupling where they buy power from where they build compute, and why projects will go wherever they can get built and permitted fastest. He also breaks down the record 18.9 GWh of battery energy storage systems (BESS) installed in the U.S. in Q2 2026, driven by longer-duration systems, and the tight December timeline for federal permitting reform before the current Congress ends on January 3, 2027.

Power Weekly is the Paces read on the news shaping power development, so developers can stay in the know on the go.

Google and Voltus are expanding their virtual power plant deal to roughly 1 GW across the PJM grid region, one of the largest distributed capacity portfolios a hyperscaler has deployed to date. In this episode of Power Weekly, Stuart Pomeroy explains why the distribution-level capacity playbook, using homes, thermostats, batteries and rooftop solar to free up grid capacity, is finally moving from whiteboards to financed deployments. He also covers Blackstone's $8.7 billion Energy Transition Partners V fund, and why Tom Steyer says electricity, gasoline and insurance costs, not climate science, are what move voters heading into the midterms.

Power Weekly is the Paces read on the news shaping power development, so developers can stay in the know on the go.

Is capital or execution the real bottleneck in energy infrastructure? In this episode of Power Weekly, Stuart Pomeroy brings back two takeaways from the Dallas Infra Energy Finance Conference. First, the debate over whether the build-out is limited by capital, from development and equipment capital to new blended structures, or by execution, meaning trained labor, equipment and coordination. Second, how the definition of infrastructure is expanding: essential services are being treated as core infrastructure, core-plus is reaching into new markets and risk profiles, and targets that used to belong to private equity are now drawing infrastructure capital.

Power Weekly is the Paces read on the news shaping power development, so developers can stay in the know on the go.

Can AI speed up power development without sacrificing accuracy? Yes, when AI agents handle the volume and experts make the high-stakes calls. In this on-demand webinar, Paces Head of Product Kyle Baranko and Director of Development Tony Wagler show how developers can cut a week-long site screening campaign to an afternoon and still get answers they can stand behind. Watch live demos of the Paces agent running a data center site search, packaging a shortlist into a presentation-ready PDF, and building a dynamic development Gantt chart from diligence reports and permit lists. The session closes with a live Q&A on project no-gos, data security and behind-the-meter bridge power.