In Part 2, we explored how AI can accelerate the discovery of better photovoltaic materials and cell structures. The next challenge is industrial: manufacturing those cells consistently, affordably and at scale, while preserving their long-term reliability. A better solar cell only delivers value when we can manufacture it reliably, millions of times. The sharp decline in PV prices together with the acceleration in electricity demand have provided a formidable support for PV

☀️ 43.2 GW of solar was added across the U.S. last year, accounting for 54% of all new U.S. generating capacity ☀️ H1 2026 has continued that momentum, with 61% growth in utility-scale solar (Q2 2026 vs. Q2 2025) We expect solar to keep a dominant share of new U.S. generating capacity, with a symbiotic relationship to the fast-growing storage market reinforcing that position as data center, electrification and industrial demand continue to build through the rest of the decade

Building a 2 GW all-U.S. domestic solar manufacturing platform. Awendio Solaris is advancing its strategy to establish an integrated U.S. domestic solar PV manufacturing platform and commercial supply capabilities serving customers across North America. We are actively progressing plans for a phased 2 GW cell and module manufacturing platform in the United States. The proposed platform is intended to support utility-scale and C&I customers seeking long-term access to U.S.-man

In our first post, we explored how solar can help meet AI’s growing electricity demand. The reverse relationship could be equally significant: AI can accelerate the discovery and development of better solar cells. But faster discovery must translate into cells that last, are affordable and can be manufactured reliably at scale. That is a demanding research challenge given the sheer number of possibilities: Material compositions, layer thicknesses, interfaces and processing co

On Monday 14 September, the global PV community gathers in Rotterdam for EU PVSEC 2026. Its scientific opening plenary will not be about new cell efficiency records but rather focused on PV in the Energy System. One of the three opening talks will feature Jef Poortmans of imec and is titled “AI for PV and PV for AI: Linking Nanoscale to TeraWatt(h)”. In a series of posts, we, at Awendio Solaris, propose to review the timely connection between solar innovation and the infrastr

Everyone's talking about the end of solar subsidies. Yes, the OBBBA phases out tax credits. Yes, forecasts predict near-term disruption. But the demand story remains an undeniable hook: 📈 US electricity demand is surging 3.5% annually – fastest growth in decade 🏭 $630B in manufacturing reshoring needs power, now 🤖 AI data centres will increase consumption 160% by 2030 ⚡ Every EV, heat pump, and industrial process adds permanent demand And when we combine the US' demand g