The Data Center Daily

Google's Power Math: Indiana Cost Test, 890 MW of Nuclear Uprates — October 13, 2026

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 s

PJM Fast-Tracks 2.1 GW as Senators Tally Data Center Grid Costs — October 12, 2026

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

FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan — October 11, 2026

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 C

DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap — October 10, 2026

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 For

Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates — October 09, 2026

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,

Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026

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 na

First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns — October 07, 2026

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,

Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms — October 06, 2026

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 app

Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers — October 05, 2026

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

Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County — October 04, 2026

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 leas

Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build — October 03, 2026

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 p

Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback — October 02, 2026

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 s

FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter — October 01, 2026

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 ca

Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout — September 30, 2026

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 swa

Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load — September 29, 2026

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 M

Water Fights Shadow Data Centers From Pahrump to Gilroy — September 28, 2026

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, Am

BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas — September 25, 2026

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, ut

Transmission tax credits and ratepayer shields hit AI buildout — September 24, 2026

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 a

Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits — September 23, 2026

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 pla

AI Compute’s Grid Bottleneck Gets Regulatory—and Local — September 22, 2026

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