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The U.S. power sector needs more than $1.4 trillion in capital investment by 2030 – and utilities are discovering they can't spend it wisely without software. With a ~2-terawatt interconnection backlog, electricity demand climbing 120 GW by decade's end, and 70% of the grid over 25 years old, AI-driven utility software has shifted from nice-to-have productivity tool to mission-critical infrastructure.
Dealmakers have noticed. Strategic and PE buyers are paying premiums for AI-enabled field operations and compliance-driven OT security platforms, while valuations across subsectors have split dramatically – some trading near historical highs, others down more than 80% from pandemic peaks.
Our 1H 2026 report breaks down which segments are winning, the deals driving the market, and where the opportunity sits for owners of utility software businesses. Learn more by downloading the full report.