š„ Top Stories |
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AMD AND META SIGN $100B CHIP DEAL Six gigawatts is roughly the output of six large nuclear plants ā and that's just one deal, between two companies, on one day.
HYPERSCALER CAPEX HITS $700B AND CLIMBING Every dollar of that capex eventually needs a wire to the wall ā and the grid has no idea what's coming.
CONGRESS GRILLS NERC CHIEF ON GRID FAILURES NERC CEO Jim Robb said the system "survived" January's storm, which is a low bar ā surviving isn't the same as being ready for what's next.
DATA CENTERS LEAVING THE GRID, RATEPAYERS PAY Behind-the-meter gas plants let hyperscalers skip the interconnection queue, but someone still pays for the grid they're no longer using.
NERC: AMERICA'S GRID PAST THE POINT OF RETURN The argument is that we've been boiling slowly for 20 years and are now past the point where patching works ā a full rethink is required. |
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ā” Power & Grid |
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FEDS KEEP CENTRALIA COAL PLANT ALIVE AGAIN Washington state's last coal plant was supposed to close in December ā emergency federal orders keep reviving it because nothing else is ready to replace it.
FERC APPROVES SPP INTERCONNECTION OVERHAUL SPP merges its interconnection queue with transmission planning in one process ā if it works, it's the template every other RTO needs to copy.
DOE DROPS $1.9B ON AGED TRANSMISSION LINES The SPARK program targets existing lines, not new ones ā same towers, better wire, more capacity, faster than building from scratch.
NEW JERSEY LOCKS IN 355 MW OF BATTERIES A billion-watt storage build in one of the densest data center corridors in the country ā New Jersey knows what's coming and is actually doing something about it.
NERC: OPERATORS IGNORED DATA CENTER LOAD WARNINGS NERC issued a Level 2 alert on large-load interconnection last year ā most entities haven't acted on it, which is exactly the kind of thing that shows up in the next winter storm. |
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š„ļø Data Centers |
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12 STATES MOVING TO BAN DATA CENTERS Oklahoma, Georgia, Michigan, New York, Virginia, and seven others have active moratorium bills ā Lawton, OK didn't wait for the legislature and imposed limits already.
OHIO VOTERS COULD BAN DATA CENTERS IN NOVEMBER Activists need 413,000 signatures by July to put a 25 MW ban on the November ballot ā and the senator who built Ohio's data center incentive program may pay the price.
NORTH CAROLINA FIRST: DATA CENTER PLANS TO FRACK Lee County residents say the proposed data center may pursue fracking to fuel its own power ā a combination nobody has had to fight before.
NEXTERA BUYING 1,000+ KANSAS ACRES, AQUIFER AT RISK NextEra and Monarch Energy have been signing land option agreements for months while Sedgwick County's moratorium is still active ā the aquifer sits directly beneath the target parcels.
NERC FLAGS AI POWER DEMAND AS 'HIGH IMPACT' RISK "High likelihood, high impact" is NERC's most serious risk category ā the same language used for severe weather events, now formally applied to AI data center load growth. |
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š Stat of the Day $700B combined hyperscaler capex heading into 2026 as Amazon, Google, Microsoft, and Meta simultaneously accelerate AI infrastructure builds |
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