On this episode, Conductor Solar founder and CEO, Marc Palmer, joins Michelle France to discuss why the DG landscape has shifted to a buyer's market and details what buyers are looking for. Palmer also discusses tips and timing to grow and sell portfolios, ITC deadlines, and forecasts a post ITC landscape.

NPM is a leading data, intelligence & events company providing business development led coverage of the global power, storage & data center markets for the development, finance, M&A and corporate community.

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Samuel Kuhlwein, Director of Product and EMS, for Stem, joins the podcast this week to discuss the company’s recent marketing agreement with Nuvation Energy and how it presents a solution to FEOC issues.

Later in the program, Kuhlwein presents a broader overview on the state of play for the US battery energy supply chain and where the gaps are towards achieving full FEOC compliance.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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R.Power Renewables CIO Michal Swol joins NPM Europe Managing Editor Peter Kneller on the pod this week to discuss how to get Polish BESS projects financed and how operating a portfolio of standalone BESS and standalone solar, rather than co-locating, might be the best approach.

The two also discuss the evolution of the PPA market, and why now might be the perfect time to acquire project pipeline across Europe.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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This week’s episode is the full recording of a panel discussion titled “Neo Cloud & AI Factories,” held at the DataCentre Live London Summit on May 21, 2026.

Speakers include:

• Lewis Cobb – Global Director – Modular AI Factories & Data Centres, Durata
• Christian Goldsmith – Data Center Global Solutions Lead, Arcadis
• Andrew Harrison – Director of Master Planning, nLighten
• Blaine Daws – Solutions Director, WNTD
• Falk Weinreich – CEO, Portus Data Centers
• Madeline Sherratt – Data Centre Reporter, NPM Europe (m)

In this panel, industry leaders unpack how surging AI demand is reshaping infrastructure design, investment, and deployment strategies—while exposing major constraints around power, talent, and delivery timelines. From sovereignty-driven localization to the realities of scaling AI workloads, this conversation explores what’s really driving—and limiting—Europe’s digital future.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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On this episode, Norton Rose Fulbright’s Ammad Waheed joins Kyle Younker to discuss why “powered land” now defines data center strategy. He explores its spectrum, valuation by megawatt, and rising importance of speed to power.

The discussion also covers development risks, financing and leasing dynamics, and growing community scrutiny shaping the industry’s next phase.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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terralayr CEO Philipp Man joins NPM to discuss the evolution of the company’s virtualised battery storage model and the rapidly changing dynamics of the German BESS market.

Philipp reflects on the original idea behind founding terralayr in 2023, key milestones in building its proprietary trading platform, and where the business now stands following a landmark equity raise concluded earlier in 2026. 

The conversation also explores financing conditions for battery storage in Germany, evolving revenue stacks, regulatory change including grid fee reforms, and how geopolitical events are intersecting with BESS deployment in Europe.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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In this episode, host Kyle Younker sits down with Liam Weld, Head of Data Centers at Meter, to explore how AI is reshaping the modern data center from the inside out. While data centers are often discussed in terms of land and power, Weld explains why networking has become one of the most critical—yet underappreciated—drivers of performance and cost in AI facilities.

The conversation unpacks the shift from traditional north–south traffic to east–west traffic between GPUs, why AI clusters now function more like a single massive computer, and how latency, reliability, and cabling can directly impact model performance. Weld also details Meter’s vertically integrated approach to networking, spanning hardware, software, installation, and operations, and how this enables automation and long-term efficiency. 

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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On this week’s episode, we sat down with Emmanuel Becker, CEO of Mediterra Datacenters, a Southern European data centre business backed by PEIF III, a fund managed by DWS Infrastructure. 

Becker discusses investor appetite, the reasons behind focusing on Tier II markets, and the huge potential for growth across the Southern European data centre market. He also reveals what he believes to be the biggest challenge in the market – which may come as a surprise to some.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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On this week’s episode, we sat down with Jennifer Smith, CFO of Pan-European fibre infrastructure operator and telco service provider Zayo Europe to discuss the critical role connectivity plays in the rapidly expanding data centre market.

Smith examined the growing partnerships between fibre providers and data centre operators – including its recently announced venture with QTS for its EUR 10bn Cambois project – and unpacked some of the key challenges shaping the sector today.

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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On this week’s episode, Land & Liberty Coalition National Director Bradley Pischea joins utility-scale reporter Kaitlin Fallowfield to discuss his observations on early permitting trends in rural communities. 

Pischea discusses a recent in-depth analysis that the Land & Liberty Coalition published, which breaks down perceptions on renewable projects and how the organization’s involvement in some counties changed those feelings. 

In addition to using conservative messaging to promote renewable energy development, Pischea discusses how trends have changed across presidential administrations since he joined L&LC in 2019, and how federal messaging on renewables has impacted concerns at the local level. 

NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.

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