First Solar Set for Surge as 86 GW Build Includes 51% Solar, Supports 40,000 Jobs
U.S. will add 86 GW of utility-scale capacity in 2026, of which 93% is renewable—solar alone 51%—boosting demand for First Solar’s modules. The company is projected to support nearly 40,000 American jobs, contribute $7.8 billion to U.S. GDP by 2027, and its global PV recycling program strengthens its market position.
1. U.S. Renewable Capacity Expansion
U.S. developers plan to add 86 GW of utility-scale power capacity in 2026, of which 93% comes from renewables—51% solar, 28% batteries, 14% wind—creating heightened demand for solar technology providers.
2. Demand Catalysts for First Solar
The solar-heavy buildout is expected to accelerate orders for First Solar’s utility-scale modules, supporting revenue visibility as gas and nuclear projects face delays and higher costs.
3. Economic and Sustainability Impact
First Solar is projected to support nearly 40,000 American jobs and contribute $7.8 billion annually to U.S. GDP by 2027, while its global PV recycling program strengthens its competitive edge in end-of-life solar module management.