How AI is modernizing EPCs
As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this...
30 Huhti 34min
Inside Google’s massive AI capex (live)
As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 bi...
23 Huhti 35min
How Base Power plans to use its fresh $1B [re-published]
[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a $1 billion series C, giving the residential battery c...
16 Huhti 39min
The rise of flexible data centers
As the buildout of data centers accelerates on a dramatic trajectory,its strain on the electric grid has increased in turn; forecasts suggest they could consume up to 17% of all US power by 2030. To a...
9 Huhti 43min
Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
In 2025, the clean energy market navigated a mix of shifting tariffs, evolving FEOC compliance rules, and uncertainty around tax policy. On the surface, it looked like a year defined by instability. ...
6 Huhti 33min
Building a domestic nuclear fuel supply chain
Even as momentum grows for U.S. nuclear, the fuel supply chain is often overlooked. This dynamic is shifting as the industry wakes up to critical choke points and a heavy reliance on countries like Ru...
2 Huhti 38min
Battery booms and the rise of flexibility [partner content]
Battery markets have a pattern: They boom, capital floods in, prices collapse, and then the cycle starts again. So as storage becomes more important than ever, how do we maximize revenue and deliver ...
30 Maalis 30min
The state and future of nuclear waste
The nuclear power sector is gaining a lot of momentum. But even as SMRs continue to flourish, the Department of Energy’s reactor pilot program moves forward, and decommissioned plants come back online...
26 Maalis 34min
