š„ Top Stories |
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SOFTBANK AND DOE LOCK 9.2 GW OHIO DEAL SB Energy will build 9.2 GW of gas generation at the former Portsmouth uranium enrichment site in Pike County, paired with a $4.2B transmission upgrade with AEP Ohio. US-Japan trade policy just became energy infrastructure policy.
ECOLAB PAYS $4.75B FOR LIQUID COOLING COOLIT Water treatment giant Ecolab acquiring CoolIT from KKR at a $4.75B valuation is a Fortune 500 bet that liquid cooling is no longer optional, it is infrastructure.
SUPERMICRO CO-FOUNDER CHARGED IN GPU SMUGGLING Federal charges allege $2.5B in Nvidia GPU servers were illegally shipped to China. Supermicro shares dropped 33%. Export controls just became a live enforcement story with market consequences.
NVIDIA SETS DATA CENTER ROADMAP AT GTC 2026 Annual GPU and LPU release cadence, biennial CPU cycle. Every data center operator is now planning around this clock, and every power procurement decision follows the hardware calendar.
CHAMPAIGN COUNTY MOVES ON DATA CENTER MORATORIUM Illinois officials initiated a one-year pause on March 20 to develop zoning standards for unincorporated areas. County-level moratoriums are now the front line of data center opposition in the Midwest. |
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ā” Power & Grid |
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JAPAN DEAL COMMITS BILLIONS TO US POWER The Trump administration structured a US-Japan trade framework around gas plants built to serve hyperscale AI data centers, anchored at a defunct DOE site in Ohio. Trade policy is now power policy.
CONSTELLATION SELLS 4.4 GW PJM GAS TO LS POWER A $5B regulatory divestiture tied to the Calpine acquisition reshuffles major capacity ownership in PJM, the grid region serving 65 million people and the densest concentration of US data center load.
DOE RACES TO MEET TRUMP NUCLEAR TARGET Nuclear is being sold as the answer to data center power demand. This piece explains why delivery keeps slipping: supply chain bottlenecks that political ambition cannot fix by executive order.
REPORT WARNS OF NUCLEAR SUPPLY CHAIN PARALYSIS A nuclear advocacy report outlines a self-reinforcing loop: low demand historically kept supply chains thin, which now makes costs high, which keeps demand low. Breaking the cycle requires policy intervention at scale.
OIL SHOCKS COLLIDE WITH US GRID CONSTRAINTS JPMorgan's Michael Cembalest on geopolitics, power markets, and infrastructure constraints hitting simultaneously in 2026. The clearest strategic frame on the grid stress driving everything else this week. |
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š„ļø Data Centers |
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SOFTBANK'S OHIO CAMPUS WOULD REACH 10 GW 10 GW of AI data center capacity at a single site is roughly ten times the largest existing campus in the world. The Portsmouth site gives SoftBank federal land, transmission access, and a political story all at once.
432 MW CAMPUS TARGETED IN DATA CENTER ALLEY A developer is targeting a residential community in Loudoun County for a 432 MW campus, with homeowners considering selling. Northern Virginia is running out of room, and it is starting to show.
GOOGLE BUYS 430 ACRES IN KANSAS CITY Project Kestrel, a Google-linked entity, acquired 430 acres in Kansas City, Missouri, signaling a major new campus push into the Midwest outside traditional coastal and Virginia markets.
GEORGIA DEVELOPER PULLS DATA CENTER APPLICATION Crow Holdings withdrew its application in Fayetteville after community and council resistance. Georgia is a hot market. A retreat here signals that even high-demand states have organized opposition with real leverage.
EDINBURGH WEIGHS MORATORIUM ON NEW DATA CENTERS Scottish capital planners are weighing a pause as multiple large proposals land simultaneously. European cities are now running the same playbook US opposition groups developed over the past two years. |
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Stat of the Day 10 GW Planned capacity of SoftBank's AI campus at the former Portsmouth uranium enrichment site in Ohio. That's roughly ten times the largest existing data center campus in the world. The hardware needs the power. The power needs to come from somewhere. (Data Center Dynamics) |
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