The 2026 Data Center and Power Market Outlook

​Data center demand is becoming one of the defining forces shaping U.S. power markets in 2026, creating new opportunities and new constraints across generation, transmission, and project development. As AI demand accelerates and developers race to secure power, questions around siting, permitting, local sentiment, and infrastructure readiness are becoming increasingly important.

​Join Heatmap and Orennia for a conversation on the evolving data center landscape, including where projects are moving forward, where opposition is emerging, and how sentiment, permitting risk, and power market dynamics are influencing siting and investment decisions.

​Drawing on Heatmap’s reporting and Orennia’s analytics, the conversation will explore the latest trends in data center demand, behind-the-meter opportunities, and the signals energy stakeholders should be watching as the sector continues to evolve. This event is brought to you by Orennia.

​Speakers:

• ​Aaron Foyer, Director, Research, Orennia

• ​Spencer O’Donnell, Vice President, Analytics, Orennia

• ​Nico Lauricella, CEO and Editor-in-Chief, Heatmap News

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​If you have event questions reach out to Heatmap's Director of Events and Marketing, Jill Kirkpatrick, at [email protected].