On February 14, 2026, Elon Musk reposted Katie Miller‘s message on X, saying solar power could reshape U.S. electricity production. He added “Solar will utterly dominate future electricity production.”
Katie Miller‘s post stated that solar now leads new U.S. power capacity and could surpass coal in total installed capacity before the end of 2026 (Miller’s tweet). Her post cited about 70 gigawatts of new solar capacity scheduled for 2026–2027, a roughly 49% rise from the end of 2025 (Ed. note: 70 GW would significantly expand operating solar capacity).
The push toward clean power has boosted investor interest, with shares of firms like Clearway Energy Group moving higher and related names gaining attention. Benzinga noted the recent strength, saying “Instead, solar and clean power stocks surged, helped by rising electricity demand and the rapid expansion of AI data centers.” (Benzinga).
Data also shows the U.S. is adding 63 GW of capacity tied to solar and battery storage systems (stated). That buildout underpins the view that solar-focused companies may see growing demand.
