US solar-plus-storage M&A heats up as AI data centers drive demand

As AI-driven data center demand tightens grid capacity across the United States, investors are shifting toward de-risked, late-stage solar-plus-storage portfolios to secure firm capacity in a higher interest rate environment, according to Deloitte.From pv magazine USA The solar and energy storage sectors are emerging as a bright spot in the US power and utilities mergers and acquisitions (M&A) landscape. According to a new report from Deloitte, the hunt for "scale at speed" to meet the energy demands of AI is reshaping how assets are bought and sold. While wind energy acquisitions have faced a ...

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