The Data Center Daily
The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and...
Digital Realty and Equinix Book Record Leases, as Oracle Shrugs Off Project Jupiter's Power Risk and a Court Keeps xAI's Turbine Case Alive
Data center landlords Digital Realty and Equinix posted record bookings and pricing power, while Oracle insisted it isn't worried about the power and financing questions around its 2.45 GW Project Jupiter campus. Exelon's PJM filings show 37 GW of large-load requests shrinking to about 6 GW of 2031 demand, and a federal court denied xAI's motion to dismiss the NAACP's Clean Air Act suit over its Southaven turbines.
In this episode
Digital Realty (DLR) Q3 2026 Earnings Call Transcript | The Motley Fool — The Motley Fool“While AI is driving unprecedented levels of demand, delivering that capacity has become increasingly challenging. Customers toda...Amazon's Free Cash Flow Goes $42 Billion Negative and Microsoft Borrows, as PJM Refiles Its Backstop and Hyperscaler Groups Back Paying Twice for the Grid
Amazon closes out the hyperscaler earnings round with capex above $75 billion in the quarter, and Microsoft plans its first bond sale in almost a decade. PJM refiles its reliability backstop with March 2027 bidding, buyer groups backed by the hyperscalers endorse a Senate bill that would charge big loads for both new and existing grid, and ERCOT asks the PUC to toss the first Batch Zero appeal.
In this episode
Big Tech’s Data Center Blitz Is Burning Through Cash and Scaring Wall St. – DNYUZ — New York Times“Four of the tech industry’s biggest companies set a spending...Alphabet Spends $51 Billion and Burns Cash While Microsoft Prints It, as CAISO Approves Its Large-Load Rules
Microsoft and Alphabet's quarter splits on free cash flow as AI capex climbs, CAISO's board sends its large-load proposal to FERC, and Batch Zero turns into litigation in Texas. Plus Latitude Media on cracking turbines in the onsite gas rush.
In this episode
Particle: Hyperscalers Report Soaring Cloud Sales as AI Capacity Strains Cash and Supply — Particle“Microsoft and Alphabet reported on Wednesday that cloud revenue surged, with Azure at about $33.2 billion and Google Cloud at roughly $30.7 billion, reflecting rapidly rising enterprise spending on AI compute.”CAISO Board advances new procedures for connecting large loads quickly and re...Meta Turns to a $95 Billion Stock Sale, With Nvidia Buying In, as North Carolina Pushes Data Centers to Pay for Power Plants
Meta plans to raise up to $95 billion in stock for its data center buildout, and Nvidia says it will put $3 billion into the offering. North Carolina's governor and attorney general want Duke's large-load deal to cover new generation, CenterPoint says about 12 GW of Houston large load remains in ERCOT's Batch Zero, and CAISO's board votes today on its large-load rules.
In this episode
Meta to sell up to $95B in stock to finance AI infrastructure buildout - SiliconANGLE — SiliconANGLE“The fundraising initiative, which the company announced today, will kick off with a series of transactions cumulatively wort...Anthropic's S-1 Shows a Lab Leasing Its Own Data Centers as MISO's Large-Load Fast Track Draws State Opposition
Anthropic's newly public prospectus describes a hybrid compute model and lists data center moratoriums as a key risk, while 11 MISO states, Google and clean energy groups ask FERC to reject MISO's LARS fast track. Plus an ESIG and Brattle model of when a 500 MW load raises rates, and a Secaucus vote on an 80 MW cap.
In this episode
Anthropic is leasing data centers to reduce reliance on ... — Daniel Howley“As our compute requirements have scaled, we have transitioned to a hybrid model in which, in addition to purchasing compute as a cloud service, we also procure spec...PG&E Defers Large Load Beyond 1.8 GW as South Korea Moves to Cut Its AI Data Center Demand Forecast
PG&E's third-quarter filings show 12,870 MW of data center requests but only 174 MW energized, and South Korea's energy minister says vague AI data center demand won't go into the next power plan. Plus NERC asks FERC to fast-track registering data center owners and operators, and SpaceXAI discloses up to $6.1 million in stormwater penalty exposure in Mississippi.
In this episode
PG&E reports 12,870 MW of data center load in its pipeline and lists large load beyond an initial 1.8 GW as work to be delayed or deferred | Colocation Scout — Bridgepointe Technologies“PG&E's third quarter 2026 earnings presentation, furnished Octo...Meta Discloses $825 Billion in Compute Commitments as ATC Asks FERC to Bill Data Centers for Their Own Wires
Meta's first negative free cash flow quarter came with about $825 billion in future compute and infrastructure commitments, while a Wisconsin transmission owner put a price on making data centers pay for their own grid upgrades. Plus PJM tells FERC about a 3,900 MW load drop, and Amazon drops a four-building Loudoun County plan.
In this episode
Big Tech's capex spending looks different this year as Meta and Tesla save for later — Hamza Shaban“A gauge of Meta's credit risk surged to a new record and its bonds sank, Bloomberg reported, after the company said it would spend abou...Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain
Google expands its Voltus bring-your-own-capacity deal in PJM tenfold to 1,070 MW under a contract running through 2040, while Nvidia locks in substrate, packaging, test and optics capacity with six suppliers. Plus Bernstein's estimate that only about 35% of announced US data center capacity gets built, and a Pennsylvania county ordering a developer to stop work on a substation.
In this episode
Google is purchasing 1 GW of distributed capacity in PJM | Latitude Media — Maeve Allsup“While the specifics of the deal aren’t public, Guernsey confirmed that Google signed a contract that extends through 2040, and that it will offset load f...Google and Entergy Rework Arkansas Deal Over Who Pays, as Musk Promises 10 GW More Compute in 2027
Entergy Arkansas and Google amend their West Memphis power deal to resolve an accounting fight over ratepayer charges while adding a 440 MW solar PPA, 1.4 GWh of batteries and new transmission. Also: Musk's 10 GW compute claim for SpaceXAI, TCEQ pulling its permit portal offline, and $35 billion of Chinese orders for an Nvidia workstation GPU.
In this episode
Untangling the accounting fight reshaping Google’s Arkansas power deal — Latitude Media“The criticisms ultimately came down to accounting: whether Google’s payments should directly and immediately reduce the plant investment on which Entergy earns a return, or instead count as utili...PJM Opens a Separate Lane for SB Energy's 9.6 GW Ohio Campus as Amazon Backs Indiana SMRs
PJM filed a FERC study agreement to evaluate roughly 9.6 GW of new data center load and 10.2 GW of generation at SB Energy's Flagship site in Pike County, Ohio, outside its interconnection queue. Also: AEP, X-energy and Amazon eye 960 MW of Xe-100 reactors in Indiana, Texas's data center permit freeze draws scrutiny, and Memphis deadlocks on a moratorium.
In this episode
PJM Files FERC Study Agreement for SB Energy's Proposed AI Campus at DOE's Portsmouth Site in Ohio — Data Center Feed“The expansion under study is larger: according to the filing, it comprises approximately 9,570 MW of additional data...Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load
NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing.
In this episode
NiSource Signs 20-Year Microsoft Power Agreement for 1,100 MW Indiana Data Centre Campus — Fiona Craig“Electricity service is expected to begin in 2028, with Microsoft agreeing to fund the generation and transmission infrastructure required to meet the facility's power requirements.”NERC passes grid reliability standards for data centers, AI facilities, ETDatacenters — ETDatacenters“These standards require facilities...Oregon Freezes Data Center Permits as DOE Waives Limits for a Strained PJM
Oregon's governor has paused air and water permits for data centers until July 2027, and DOE issued a heat-driven emergency order for PJM. Plus FERC's split vote on Duke's large-load transmission rules and Microsoft's multi-gigawatt plan for its Maia inference chips.
In this episode
Oregon governor orders pause on environmental permits to build or expand data centers — Banks Post“Oregon’s governor has effectively issued a moratorium on new data centers and data center expansions in the state by ordering environmental regulators to pause approving new state and federal air and water pollution permits for data center projec...Google's Power Math: Indiana Cost Test, 890 MW of Nuclear Uprates
Google lands two power paths. Indiana regulators approved AES Indiana's $1.3 billion solar, storage and wires plan for its 390 MW Monrovia campus, the first test of the state's 80% large-load cost law. Separately, Constellation will spend $4.3 billion uprating 11 PJM reactors by 890 MW.
In this episode
Indiana approves AES plan to power Google data center in Monrovia — WFYI Public Media“Indiana utility regulators unanimously approved a plan for utility AES Indiana to build the solar, battery storage and electric line project needed to power a 390-megawatt Google data center project in Monrovia. At the Oct. 7 meeting, the Indiana Utility Regu...PJM Fast-Tracks 2.1 GW as Senators Tally Data Center Grid Costs
PJM cleared its first 2.1 GW of fast-track capacity, Engie batteries and an LS Power gas uprate, as a Senate Democratic report says hyperscalers resist paying for shared grid upgrades and Meta's infrastructure chief puts 2026 spend above $100 billion.
In this episode
PJM fast-tracks first 2.1 GW of capacity as data centers strain supply - Newzino — Newzino“On October 8, PJM Interconnection accepted its first three fast-track grid connections: 1.66 gigawatts of battery storage from Engie and a 455-megawatt gas-plant uprate from LS Power. All three are expected online by mid-2029. The fast track is a two-year experiment meant to…”Meta's infrastr...FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan
FERC accepted PJM's 50 MW large-load definition and registry but rejected its interim curtailment service and bring-your-own-capacity rules. Separately, xAI switched on Colossus 2 in Memphis, and Entergy testimony put Meta's Hyperion load in Louisiana at 4,500 MW.
In this episode
FERC rejects PJM's large-load curtailment plan, keeps the load registry | The Duck Curve — The Duck Curve“The Federal Energy Regulatory Commission on October 9 accepted PJM Interconnection's definition of a Large Load, end-use customer load with a cumulative peak of 50 MW or more at a single electrical site, and a Large Load Registry to track those loads, and rejected the...DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap
PJM's stalled 6.8 GW backstop procurement drew a rare DOE filing at FERC insisting data centers, not existing ratepayers, carry the cost. Applied Digital tied Polaris Forge 3 to a related-party 1.2 GW gas plant, and Duke's clean transition tariff still sits unfiled.
In this episode
PJM Data Center Power Demand: DOE Pushes FERC on Costs — Discovery Alert“The US Department of Energy (DOE) told federal regulators on Wednesday, 7 October 2026 that PJM Interconnection must rework its stalled 6.8 GW backstop procurement so that data centres, not existing customers, pay for the power they need. According to Utility Dive’s Ethan…”Applied Di...Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates
Voltus raised $225 million to scale its bring-your-own-capacity program for data centers. Google signed a 20-year Constellation PPA backing 890 MW of PJM nuclear uprates, and a Duke Energy settlement makes hyperscalers pay upfront to connect to North Carolina's grid.
In this episode
Voltus raises $225 million to scale BYOC for data centers — Latitude Media“A little over a year after launching the first “bring your own distributed capacity” program for data centers in the Mid-Atlantic, virtual power plant provider Voltus announced today it has raised $225 million to scale that offering even further. The oversubscribed Series D is…”Duke Energy, Amaz...Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City
Black Hills signs on to serve Google's Cheyenne campus with a 2.7 GW resource stack built largely on undisclosed third-party supply, and Indiana County's posted filing names AWS for 36 buildings at the Homer City gas campus. Also: Oracle's Wisconsin transmission line restarts review, Firmus and CDC end Project Southgate, and SpaceX reportedly seeks $40 billion to buy Nvidia chips.
In this episode
Black Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming — FinvizBlack Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming # Black Hills Corp. Executes De...
First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns
Blue Energy filed ERCOT's first small modular reactor interconnection request, planning up to 1.5 GW of GE Vernova Hitachi BWRX-300s for a Crusoe data center. Meanwhile, Amazon is pledging $1 billion to data center communities, and Taylor, Texas, votes on annexing a 500 MW campus.
In this episode
First Small Nuclear Reactors Seeking to Connect to Texas Grid — Energy ConnectsAmerica just approved a 300MW nuclear reactor, as the same design expands toward data centers and Britain | TechRadar # US approves first data center-specific small nuclear reactor — the BWRX-300 may be covering not just the UK, but America too ...
Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms
The New York Times reports Meta has claimed billions in research tax credits by treating its AI data centers as experimental pilot models. Plus Michigan's conditional approval of DTE's Google contracts, MISO's 120-day study for paired large loads and generation, TeraWulf's 1 GW Muskie contract, and a cooler IPO window for data center builders.
In this episode
How Meta uses AI data centers to avoid billions in federal taxes | The Seattle Times — Kashmir Hill, Jesse Drucker, Eli Tan, Mike IsaacHow Meta uses AI data centers to avoid billions in federal taxes | The Seattle Times # How Me...
Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers
Oracle proposes absorbing about $300 million of rising Point Beach nuclear costs for its Port Washington campus, while Spain's draft decree would make data centers prove hour-by-hour renewable backing or lose their grid permits. Plus Crusoe-linked filings with no tenant, Memphis's moratorium vote, and Indonesia halting BDx's 640 MW campus.
In this episode
Oracle volunteers to absorb a $300 million nuclear bill in Wisconsin · The Inference — Vincent Jiang# Oracle proposes $300m Point Beach cost shift as Wisconsin AI campus expands Author: Venkatesh Published: 2026-10-04T16:48:01Z Source: business-news-today.com Language: en ## Story Oracle proposes $300m Point Beach cos...
Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County
A bipartisan Senate permitting package would make data centers pay both incremental and embedded transmission costs, while OpenAI takes a 20-year, roughly 8-gigawatt lease at SB Energy's Ohio campus backed by more than 9 gigawatts of planned gas. Plus TVA's Clinch River SMR permit and two fights over who gives up land for data center transmission lines in Louisiana and Indiana.
In this episode
The Senate Permitting Deal Contains a Data Center Double Tap - Heatmap News — Heatmap NewsThe Senate Permitting Deal Contains a Data Center Double Tap - Heatmap News # The Senate Permitting Deal Co...
Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build
Pennsylvania regulators propose interrupting new large loads that haven't brought their own capacity before anyone else during PJM grid events, while a $60 billion debt package forms behind Broadcom's compute for Anthropic. Plus Colossus's 90-day leases, a Microsoft-linked New Jersey site's year of unpermitted NOx, and Amazon's $1 billion community pledge.
In this episode
Pennsylvania PUC votes 4 to 0 to curtail new large loads first — Energy NewsPennsylvania PUC votes 4 to 0 to curtail new large loads first # Pennsylvania PUC votes 4 to 0 to curtail new large loads first By Anela Dokso 02/10/2026 Updated: 02/10/2026 No Comments 3 Mins Read Network cabling in a...
Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback
Michigan regulators approved DTE's 20-year power contracts for Google's 1 GW Van Buren Township campus with some of the toughest ratepayer protections yet, while Amazon signed a 690 MW Calvert Cliffs nuclear deal and, per the FT, is pitching investors an $8 billion Grace Blackwell sale-leaseback. Plus Ireland's regulator warns data center fault behavior could black out the island, and Apollo backs a $15 billion JERA-Dell campus in Chiba.
In this episode
Michigan Public Service Commission (via Public) / MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs — Michigan Public Service CommissionM...
FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter
FERC only partly approved PJM's 6.8 GW reliability backstop, and PJM has delayed the auction, while Oracle served a force majeure notice on its 2.45 GW Project Jupiter campus over gas pipeline delays. Plus a Korea-US-owned 6.47 GW gas campus in South Texas, Valar's 456-reactor Utah proposal, and Raskin's probe of data center NDAs.
In this episode
FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction | Utility Dive — Ethan Howland# FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction | Utility Dive Author: Ethan Howland Published: 2026-09-30T15:43:17+00:00 Source: utilit...
Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout
Anthropic's IPO prospectus reportedly commits at least $518 billion over a decade to Google, Amazon, Microsoft and Broadcom capacity, roughly 80% non-cancelable. That swaps demand risk for counterparty risk, as Samsung backs KKR's Helix and Pallone presses FERC on PJM data center costs.
In this episode
Report: Anthropic locks in $518B AI infrastructure commitments | TechTarget — TechTargetReport: Anthropic locks in $518B AI infrastructure commitments | TechTarget putilov_denis - stock.adobe.com ## Reports of Anthropic's massive compute commitments give infrastructure providers demand visibility, but contracts alone cannot guarantee power and data center capacity. By - Shane Snider, Senior Ne...
Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load
Duke Energy's denied peaker near Amazon's Hamlet campus and an appeal over Meta's Louisiana gas plants show regulators pressing on data center load claims. Meanwhile DG Matrix pilots a solid-state transformer on a live GPU cluster, and Cipher lands a $5.2 billion AI lease.
In this episode
Does the market finally have an opening for solid-state transformers? — Latitude MediaFor years, the solid-state transformer market was largely theoretical. But several pilots — the latest announced this week — are beginning to demonstrate that there’s a market: years from maturity, but concrete nonetheless. DG Matrix and TerraFlow Energy are prep...
Water Fights Shadow Data Centers From Pahrump to Gilroy
A developer is suing to overturn Nye County's data center ban in Pahrump's water basin, which is overallocated more than three to one. California's seven-bill package, Amazon's Gilroy campus and a 60 MW Jessup filing put water and disclosure at the center of siting.
In this episode
Pahrump data center developer challenges Nye County ban over water concerns | Nevada | News | Politics and Government — Las Vegas Review-JournalPahrump data center developer challenges Nye County ban over water concerns | Nevada | News | Politics and Government # Developer asks judge to toss Pahrump data center ban amid water fight Pahrump residents li...
BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas
BlackRock and IFM's AI Infrastructure Partnership is in exclusive talks to buy Blue Owl's Stack Infrastructure Asia-Pacific portfolio for up to $25 billion. Meanwhile, utilities keep choosing gas for data center load, and ERCOT's queue triage shows how little requested demand is firm.
In this episode
BlackRock-backed group in exclusive talks for Asia data centers — IJR NewsBlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News reports | KELO-AM # BlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News reports By Thomson Reuters Sep 24, 2026 | 2:43 AM Sept 24 (Reuters) – A consortium backed by BlackRock and...
Transmission tax credits and ratepayer shields hit AI buildout
Heinrich’s transmission tax credit proposal lands as California hardens data-center cost rules and AWS moves to buy Hong Kong capacity, underscoring the same constraint across AI infrastructure: power access, cost allocation, and ownership of scarce sites are becoming strategic battlegrounds.
In this episode
Exclusive: Heinrich proposes 30% credit for long-haul transmission — Latitude MediaSen. Martin Heinrich (D-N.M.) today is introducing a bill that would give a 30% tax break to long-haul transmission lines, Latitude Media has learned. The 10-year investment tax credit would apply to new lines and upgrades that cross interstate and regional boundaries — or are...
Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits
Texas PUC softened large-load interconnection standards as ERCOT audits a 474 GW queue dominated by data centers, while Digital Realty adds Los Angeles subsea landing plans and a Pennsylvania township tightens local siting rules.
In this episode
Texas PUC adopts softened rules on data center interconnection — Utility Dive# Texas PUC adopts softened rules on data center interconnection Published: 2026-09-21T16:34:21+00:00 Source: utilitydive.com (utilitydive.com) Language: en ## Story The Public Utility Commission of Texas voted Friday to adopt new large load interconnection standards, opting to eliminate a proposed rule’s non-refundable interconnection fee and halve the...
AI Compute’s Grid Bottleneck Gets Regulatory—and Local
NERC’s computational-load standards cleared an initial ballot, while Fluence’s battery-supply stumble and Eversource’s Connecticut study queue show the bottleneck moving from abstract AI power demand into compliance, manufacturing, and interconnection risk.
In this episode
NERC computational-load ballot: what changes before compliance — BtwNERC computational-load ballot: what changes before compliance ## Why it matters The preliminary vote matters because it narrows the chance that large computational loads will stay outside the reliability regime. It does not settle the text, approve a rule or start a compliance clock. Developers should distinguish those milestones before turning a standa...
Data Center Cost Fights Hit Virginia, New Mexico and Senate
Virginia data center regulation moved forward as Gov. Abigail Spanberger proposed transparency, cost-allocation and environmental rules, while Project Jupiter got a New Mexico court green light and the Senate’s federal ratepayer fix stalled. The buildout is shifting from megawatts to who pays.
In this episode
Spanberger presents slate of data center regulation proposals, puts first directives in motion | Headlines | insidenova.com — InsideNoVaSpanberger presents slate of data center regulation proposals, puts first directives in motion | Headlines | insidenova.com # Spanberger presents slate of data center regulation proposals, puts first directives in motion - Shannon Heckt | Virg...
Congress Targets Data-Center Grid Cost Shifts
Ratepayer Protection Act passed the U.S. House 417-3, pushing federal pressure behind large-load cost-allocation rules. In Virginia, Appalachian Power says Google’s 300 MW Botetourt campus will need $264 million in grid upgrades without charging other customers.
In this episode
House passes ratepayer protection bill to limit data center cost shifts | Utility Dive — Utility Dive# House passes ratepayer protection bill to limit data center cost shifts | Utility Dive Author: Ethan Howland Published: 2026-09-17T10:31:21 Source: utilitydive.com (utilitydive.com) Language: en ## Story House passes ratepayer protection bill to limit data center cost shifts | Utility Dive # Hous...
Data Centers Pitch Flexibility as Permitting Pushback Spreads
Google, Nvidia and Emerald AI are reviving AEMA to push flexible data centers as Florida and Oregon officials tighten scrutiny over hyperscale load, water and land use; Equinix is planning a bigger $5 billion-to-$7 billion annual build budget.
In this episode
How tech and energy giants plan to mainstream data center flexibility | Latitude Media — Latitude MediaHow tech and energy giants plan to mainstream data center flexibility | Latitude Media # How tech and energy giants plan to mainstream data center flexibility Google, Nvidia, and start-up Emerald AI are behind a new coalition: the AI Energy Management Alliance. Li...
PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load
Branch Energy is moving into PJM with a $33 million raise to sell battery-backed capacity to data centers, while Google backs robot-built solar and developers test new campuses from Türkiye to tidal-powered subsea pods in Alaska.
In this episode
Branch Energy heads to PJM to sell battery capacity to data centers | Latitude Media — Latitude MediaBranch Energy heads to PJM to sell battery capacity to data centers | Latitude Media # Branch Energy heads to PJM to sell battery capacity to data centers Investors are betting that larger batteries and lower acquisition costs will make C&I bat...
Data Centers Face Grid-Cost Rules and Off-Grid Power Push
A House vote on H.R. 9340 could push states to consider full incremental cost recovery and financial assurances for 100 MW-plus data center loads. Meanwhile, Soluna secured conditional ERCOT Base Load status for 266 MW, TAR raised $120 million for modular off-grid power, and Bridge Data Centres is treating effluent on-site for AI cooling in Johor.
In this episode
House Vote Could Set Data Center Grid Cost Standard - Environment+Energy Leader — Environment+Energy LeaderHouse Vote Could Set Data Center Grid Cost Standard - Environment+Energy Leader # House Vote Could Set Data Center Grid Cost Standard Posted Mo...
Oracle’s Data-Center Tab Explodes as Grid Rules Tighten
Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses.
In this episode
[PDF] New England Large Load Show Cause Order (EL26-72) — ISO New EnglandJOINT NEPOOL TRANSMISSION, MARKETS, AND RELIABILITY COMMITTEE | SEPTEMBER 15, 2026 | WESTBOROUGH, MA Additional Details on Proposed Large Load Process New England Large Load Show Cause Order (EL26-72) Nic Baldenko PRINCIPAL ENGINEER, TRANSMISSION SERVICES Alex Rost DIRECTOR, TRANSMISSION SERVICES Pradip Vijayan SR. MANAGER, MODELING AND INTEGRATION Project Title: New England Large Load…
Orac...AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance
ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days.
In this episode
Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix — Business WireComcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix # Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix By Business Wire | September 10, 2026, 10:00 AM New Innovation Lab program lets platform partners, such as Equinix, enable enterprises to order Comcast Business last-mile connectivity through st...
Data Center Power Deals Get Harder to Socialize
Data center power tariffs are tightening as utilities test GenCos, upfront payments and exit fees to serve AI load without shifting risk to ratepayers, while a UK think tank challenges promised job gains from the buildout.
In this episode
Are GenCos a solve for the data center power problem? — Latitude MediaAre GenCos a solve for the data center power problem? | Latitude Media # Are GenCos a solve for the data center power problem? The first and only utility to implement the structure so far is Indiana's NIPSCO — but interest is spreading. Bianca Giacobone September 9, 2026 A vers...
