Boots on the Ground is trying to hit #1. Abby and I are around #3 right now — a follow, review, or LinkedIn post genuinely helps. Are you subscribed on your podcast app and YouTube yet?
Do we actually need 800V DC architecture? As NVIDIA’s Rubin chips push higher power density, the real question is who decides when architecture changes — EPCs, designers, owners, or chip makers? Where does that decision get made?
Permitting reform is in the headlines, but the House isn’t even back until November 9th. Does a lame-duck Republican House prioritize this with everything else on the table right now? Or do they come back?
Power Electronics opened a new Houston plant. Congratulations to a team that I really like for this expansion.
A cabbage farmer in Uvalde is now a solar landlord. A few hundred thousand dollars a year later, his multi-generational farm gets a second life. What does that kind of story tell us about where solar’s real support is coming from?
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- Reuters: Senate inches closer to US infrastructure permitting reform bill
- Bloomberg: Trump Hints Solar, Wind Permitting Offer Could be Revoked
- New York Times: A Spirited Battle Over Data Centers
- Heatmap News: How AI Split Climate Tech in Two
- BBC: How the oil capital of the US welcomed a solar power boom
- Politico: The unlikely agency serving as Trump’s China bad cop
- Utility Dive: Advanced transmission projects get $1.9B in DOE funding
- Solar Builder: Anza data shows spiking solar prices following Section 232 decision
- Energy Storage News: Data centre buildout uplifting US BESS market outlook, Wood Mackenzie says
- Latitude Media: Most new US power is clean — but utilities are choosing gas for data centers
- PV-Magazine: Nvidia launches BESS qualification program for AI data centers, names just Tesla, LG, Hitachi
Opinion
Best, Yann