The Solar Product Registry Set to Boost Solar Deployment

Oklo Inc. (NYSE: OKLO), an advanced nuclear technology company, and Vertiv (NYSE: VRT), a global leader of critical digital infrastructure, announced a collaboration agreement focused on the co-development of advanced power and thermal management solutions tailored specifically for hyperscale and colocation data centers, powered by steam and electricity from Oklo’s advanced nuclear power plants. The pilot technology demonstration is planned for the initial Oklo Aurora powerhouse.

In response to surging data center power demand in the U.S., Oklo and Vertiv are joining forces to revolutionize data center operations through an integrated solution that co-optimizes power and cooling, with Oklo's reliable clean energy generation and Vertiv's specifically designed advanced power and thermal management systems. By leveraging heat from Oklo's onsite power plant to drive Vertiv's cooling systems, the collaboration will significantly enhance data center energy efficiency. This approach delivers resilient power for demanding AI and high-performance computing operations while reducing environmental impact. The companies will work together to produce end-to-end reference designs for data centers that use Oklo’s onsite power plants.

“This agreement is about delivering clean power, energy-efficient cooling, and infrastructure solutions purpose-built for AI factories, data centers, and high density compute,” said Jacob DeWitte, Co-Founder and CEO of Oklo. “We are developing a plant concept that leverages proven, off-the-shelf components without altering the core design of our plants. Vertiv is an expert in cooling and power innovation for data centers and critical infrastructure, so co-designing these solutions from the outset, we can create greater value and efficiency for data center and infrastructure operators.”

Vertiv CEO Gio Albertazzi stated, “Our collaboration with Oklo is an extension of Vertiv’s commitment to energy-efficient infrastructure that supports modern data center demands. As the demand for AI and high-performance computing continues to grow, nuclear energy is increasingly a discussion point for hyperscale, colocation, and other large data centers. Vertiv is committed to driving innovation with the higher cooling capacities and energy efficiencies required to support modern data centers.”

Oklo’s approach to power generation is designed to adapt quickly to market needs, offering customers more usable energy and enabling seamless teamwork between the power source and data center operations. By co-designing energy and thermal management from the beginning, and by deploying at a site adjacent to customer demand, Oklo and Vertiv will deliver a unified solution that simplifies deployment and enables improved performance and energy efficiency of data centers. These capabilities are uniquely enabled by Oklo’s role as the owner and operator of its power plants, allowing for deeper integration with customer infrastructure and greater flexibility in how and where data centers are deployed.

“This partnership shows how Oklo is thinking about how and where advanced nuclear can be deployed,” added DeWitte. “We’re enhancing what already works to meet the needs of fast-growing industries with the speed, flexibility, and direct integration that our model is built to deliver.”

This collaboration marks an important step in exploring how advanced nuclear energy can support the evolving power and cooling needs of data centers and other high-growth sectors, an increasing emphasis in Oklo’s growing customer pipeline.

Oklo I https://www.oklo.com/overview/default.aspx

Vertiv | vertiv.com

GridBeyond, a global leader in smart energy management, and Gore Street Energy Storage Fund plc (LSE: GSF), a leading international energy storage investment fund, over the summer began operating the Big Rock Battery Energy Storage System (BESS) in El Centro, California. Bringing Big Rock live involved a large team of over 20 people coordinating across multiple countries and time zones, comprising data scientists, regulatory analysts and industrial control engineers. At 200 MW / 400 MWh, it is the largest asset managed by Gore Street Capital and GridBeyond and will dispatch power to roughly 200,000 homes in Southern California during peak times.

“This is an enormous battery system and an important source of resiliency to the state of California,” said Sean McEvoy, President of North America at GridBeyond. “As CAISO’s daily Regulation Up/Down requirement is often around 500MW-1200MW in total, this resource alone can provide up to 15%-40% of the state’s Regulation Services needs in certain hours.”

To ensure maximum return on investment and grid impact, GridBeyond was selected to provide trading and optimization services for the Big Rock BESS. Central to its offering is GridBeyond’s proprietary AI-based Bid Optimizer, which matches market price forecasts with real-time battery performance simulations to drive optimal bid strategies in the CAISO market.

“We are pleased to partner with a high-quality counterparty like GridBeyond on this landmark project, being able to capture revenues which outperform the market and tolling has been demonstrated by Gore Street for many years,” said Alex O’Cinneide, CEO of Gore Street Capital. “Big Rock is not only a critical part of California’s energy infrastructure, but also a strong example of our ability to deliver for investors at scale and across multiple international markets.”

The Big Rock BESS is underpinned by a 12-year fixed-price Resource Adequacy (RA) contract, valued at over USD 165 million over its term. Operated under this RA contract—secured by a Goldman Sachs subsidiary in October 2024—the facility is positioned to generate up to c.40% of its total project revenue through RA payments alone. The facility also benefits from stackable market participation, enabling it to tap multiple revenue streams, including energy arbitrage and ancillary services, as well as the RA contract.

GridBeyond | https://gridbeyond.com/

Soluna Holdings, Inc. (“Soluna” or the “Company”), (NASDAQ: SLNH), a developer of green data centers for intensive computing applications, including Bitcoin mining and AI, announced it has closed its latest round of financing from Spring Lane Capital (“SLC”) for a 35 megawatt (MW) expansion of Project Kati in Texas with Project Kati 1.

With these funds, Soluna will commence Project Kati 1 construction in Q3 2025, with the goal of achieving initial energization and ramp-up by Q1 2026.

“Spring Lane Capital has walked alongside Soluna on our path to growth since the beginning with an investment in Project Dorothy,” said John Belizaire, CEO of Soluna. “We expect these funds to fuel the construction of the first 35MW of the 83MW phase of Kati 1, which expands Soluna’s Texas fleet for Bitcoin Hosting.”

Key details

• Financial Structure and Equity Ownership: Soluna expects that the $20 million will fully cover the project’s funding needs, including working capital. Kati 1 continues the superior waterfall structure and enhanced management and development fees, allowing Soluna to benefit from substantial current income during the construction and operational phases.
• Construction Timeline: The parties intend to commence Project Kati 1 construction in Q3 2025, with the goal of achieving initial energization and ramp-up by Q1 2026.
• Capacity and Technology: The new facility is designed to accommodate approximately 12,000 next-generation Bitcoin mining rigs.
• SLC’s Expanded Financial Support: SLC and Soluna previously signed an agreement to extend up to $100M of additional project-level capital for Soluna’s growing data center pipeline for Bitcoin and AI, subject to certain conditions precedent.
• Fund 2 Investment: SLC deployed its capital from its second private equity fund, Spring Lane Capital Fund II, which is twice the size of its initial fund. The fund is lined up to provide up to $4 million in Development Expenditure (DevEx) financing for Soluna’s long-lead equipment purchases.
• Project Approvals: Kati 1 already has all the necessary ERCOT planning approvals. An ERCOT model update will be submitted at least 90 days before energization.

“We continue to invest in and be strategic supporters of Soluna because they continue to take steps toward sustainable high-performance computing and meeting green data center demand,” said Rob Day at Spring Lane Capital. “We’re looking forward to construction getting underway at Project Kati so that Soluna can continue expanding its green computing power.”

Soluna Holdings | www.solunacomputing.com

Envision Energy, a global leader in green technology, announced that it has executed two supply agreements to provide Lithium Iron Phosphate (LFP) containerised battery energy storage systems (BESS) for Field's Holmston and Drum Farm projects in Scotland. Each facility will provide 50 MW / 100 MWh of capacity to deliver electricity to the grid, providing vital flexibility services in a part of the grid subject to significant constraints to continue to accelerate the U.K.'s renewable energy transition. 

Construction on Field's Holmston project began this summer and construction at Field's Drum Farm will commence in early autumn, with both projects due for completion by the end of 2026. 

Henry Peng, Senior Vice President and President of Latin America and European Region, Envision Energy, said: "Scotland is a key market for Envision Energy, and our collaboration with Field demonstrates the trust in our technical expertise and proven solutions across battery energy storage.  These two projects build on our growing portfolio in the United Kingdom as we continue to provide our solutions and expertise to deliver net zero power solutions.  We are proud to bring our energy storage products tailored with a 15-year long-term service agreement to Scotland. These two projects demonstrate our deep commitment to supporting grid stability and accelerating the transition to renewables with safe, reliable, and scalable energy solutions."

Amit Gudka, CEO of Field, said: "Breaking ground at Holmston in South Ayrshire and soon at Drum Farm near Keith marks an important milestone for Field, as we work to accelerate the shift toward a cleaner, more secure energy system in Scotland and the wider UK. Battery storage in all its forms is a critical part of that journey, and we're pleased to be working with Envision Energy to deliver advanced solutions that will strengthen the grid and support the growth of renewables."  

Energy storage is rapidly expanding across the U.K. and Europe, playing a vital role in enabling a more sustainable energy system. With advanced battery technology and deep technical expertise, Envision is helping accelerate the integration of renewable generation while delivering essential capabilities such as grid-forming, black start functionality, and ancillary services that strengthen overall grid performance. Designed for safety, reliability, and long-term value, these systems support the transition to a flexible and resilient net-zero future.

Envision Energy | https://www.envision-group.com/

Enbridge Inc. (Enbridge or the Company) announced that it has reached a final investment decision on Clear Fork, a 600 MW solar project in Texas.

Clear Fork will be a utility scale solar facility located near San Antonio, with 600 MW of capacity. Construction is underway, and the facility is expected to enter in service during the summer of 2027. Meta Platforms, Inc., has signed a long-term contract for 100% of the renewable output of the project. Enbridge's estimated project cost is US$0.9b and the project is expected to be accretive to cash flow and earnings per share starting in 2027.

"Clear Fork demonstrates the growing demand for renewable power across North America from blue-chip companies who are involved in technology and data center operations," said Matthew Akman, Executive Vice President, Corporate Strategy, & President, Power. "Enbridge continues to advance its world-class renewables development portfolio using our financial strength, supply chain reach and construction expertise under a low-risk commercial model that delivers strong competitive returns."

"We are thrilled to partner with Enbridge to bring new renewable energy to Texas and help support our operations with 100% clean energy," Urvi Parekh, Head of Global Energy, Meta.

Enbridge | enbridge.com

The Hawaiian hybrid project Hale Kuawehi is now operational. Ingeteam has completed the commissioning work for the eleven inverter power stations supplied for Innergex Renewable Energy Inc. The site adds a 30 MW capacity of solar PV energy to Hawaii grid combined with a 120 MWh battery storage system.

This project, located in the town of Waimea, on the island of Hawaii, will be able to supply power to some 14,600 Hawaiian homes. The batteries will charge during the day and will be able to inject the stored energy into the grid when necessary, for up to 4 hours at a time.

The electricity generated by this project will be acquired over the next 25 years by the local power company, Hawaii Electric Light Company (HECO), through a long-term power purchase agreement.

In the words of Nohra Nasr, vice president and general manager of Ingeteam’s photovoltaic and BESS businesses in the US, "it is quite rewarding for Ingeteam to contribute to Hawaii's goal of being 100% renewable and free of fossil fuels using our technology. We appreciate the confidence of Innergex to grant us this opportunity to be a part of a more resilient and sustainable grid."

Ingeteam's supplied eleven fully integrated inverter power stations, which were connected to both the photovoltaic panels and the batteries. This system offers high power density and is delivered as an all-in-one solution for quick installation in the field. 

Hawaii will implement short-term actions that will lead to 100% of its energy needs being met by renewable sources by 2045. Currently, on the island of Hawaii, hydrocarbons continue to be the primary source of electricity generation, with 41.3% of the total in 2024.

To date, Ingeteam has supplied or is contracted to supply the US market with 9.5 GW of photovoltaic and battery inverters, supporting the country's transition to cleaner energy systems that are less dependent on fossil fuels. 

Ingeteam | https://www.ingeteam.com/

Octopus Energy, the customer-first electricity provider powering homes across Texas, is offering a new service to make it easier and more transparent for residents to electrify their homes. Octopus Energy Advisor is a free, personalized advisory service that helps Texans explore home electrification with solar panels, home battery storage, smart thermostats, EV chargers, and heat pumps without the high-pressure sales tactics that dominate the industry today.

Octopus Energy Advisor provides clear, unbiased guidance on clean energy technologies, helping customers make confident decisions based on what works for their home and budget, rather than on sales-driven recommendations.

“For most people, trying to upgrade your home energy system feels overwhelming,” said Nick Chaset, CEO of Octopus Energy US. “We built this service to give Texans answers without the runaround. It’s about making smart energy decisions accessible, and putting the power in customers’ hands.”

Many homeowners find themselves navigating a confusing and fragmented market. Price estimates vary widely, information is difficult to verify, and aggressive sales calls often begin before customers even know which technology they need. 

Octopus Energy Advisor is designed to change that experience by giving homeowners a trusted starting point. After submitting a short questionnaire about their home and energy goals, Octopus Energy then offers free advisory calls to help answer questions to provide support throughout the electrification journey. Then customers receive tailored recommendations outlining which technologies are a good fit, what they should expect to pay, and how much they could save. 

When the customer is ready, Octopus Energy then connects them to vetted local installers, eliminating the risk of being bombarded with sales calls or pushed into a rushed decision.

“Our goal is to be a trusted guide, not a sales funnel,” said Daniel Kirwin, Product Manager at Octopus Energy. “We help people understand what tech actually fits their home and energy needs, what it should cost, and what kind of savings they can expect.” 

The service is available to anyone in Texas, regardless of whether they are an Octopus Energy customer or not. It is designed to give homeowners more control, better information, and real peace-of-mind as they explore their options for clean energy upgrades. With Octopus Energy Advisor, Octopus Energy is building a network of vetted installer partners who offer competitive pricing, honest terms, and a shared commitment to transparency and customer-first service. The goal is to help customers avoid costly mistakes and ensure their investments deliver long-term value.

“This kind of smart electrification is not only good for individual households,” said Dr. Sarah Russell-Smith, Head of Flex at Octopus Energy. “It helps build a more flexible and resilient energy system. When homes can store power or shift usage, they’re not just saving money, but they’re helping stabilize the grid when it matters most.”

The offering comes at a critical moment for energy-conscious Texans. With rising electricity prices and increased interest in energy independence, many households are exploring solar and storage options. 

Chaset added, “We’re here to help Texans make choices that are right for their homes, and the energy future we all share.”

To learn more or to speak with an Octopus Energy Advisor, visit: https://octopusenergy.com/octopus-energy-advisor