CERAWeek 2026: Major Announcements and Deals

TotalEnergies' $928M wind-to-oil swap, Microsoft/NVIDIA's AI for Nuclear partnership, the NVIDIA/Emerald AI flexible-grid coalition, Hitachi Energy's $1B+ transformer build-out, and a US 20% equity stake in graphite miner Syrah Resources together set the policy and capital choreography of CERAWeek 2026.