Live wires: ArcLight is forming an independent company called Anchor Point Transmission, which will work with utilities to ramp up the high-voltage Tx buildout amid speedy load growth from AI, manufacturing, and electrification.Â
BTW: In May, data center investor DigitalBridge announced it was acquiring ArcLight, creating “a leading alternative asset manager at the convergence of power, AI, and digital infrastructure.” But, as noted in a statement, ArcLight runs “as a separately managed business.”
The takeaway? This move highlights transmission as a key piece of the power puzzle.