The Data Center Daily

Texas Election Raises the Stakes for AI Data Center Permits — November 05, 2026

Texas Governor-elect Gina Hinojosa is expected to continue the data center grid-connection moratorium, extending uncertainty for the nation’s largest buildout market. Ele

PJM's Data Center Backstop Could Shrink to 630 MW, as Aurora Prices the Forecasting Gap and Hyperscalers Line Up $131 Billion in New Financing — November 04, 2026

Jefferies says utility load cuts could shrink PJM's 6.8 GW reliability backstop to roughly 630 MW, even as an independent CRA forecast sees an 11.5 GW shortfall by 2030 a

Brookfield and Drax Plan a £20 Billion AI Campus at Britain's Biggest Power Station, as The Post Tallies Big Tech's Gas Plants and a $55 Billion Grid Bill Comes Due — November 03, 2026

Drax, Brookfield and Radiant propose a GW-scale data centre at Drax Power Station starting with 100 MW in 2028, while a Washington Post analysis maps the emissions locked

SemiAnalysis Puts 30 GW of 2028 Capacity on Tomorrow's Ballot, as Google Offers Xcel Exit Fees in Minnesota and Musk Adds Two Colossus 2 Clusters — November 02, 2026

SemiAnalysis maps how Tuesday's governor races, led by Texas and its TCEQ permit freeze, could move the 2028 US data center buildout. Google proposes minimum bills and ex

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 — October 31, 2026

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

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 — October 30, 2026

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

Alphabet Spends $51 Billion and Burns Cash While Microsoft Prints It, as CAISO Approves Its Large-Load Rules — October 29, 2026

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

Meta Turns to a $95 Billion Stock Sale, With Nvidia Buying In, as North Carolina Pushes Data Centers to Pay for Power Plants — October 28, 2026

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 attor

Anthropic's S-1 Shows a Lab Leasing Its Own Data Centers as MISO's Large-Load Fast Track Draws State Opposition — October 27, 2026

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

PG&E Defers Large Load Beyond 1.8 GW as South Korea Moves to Cut Its AI Data Center Demand Forecast — October 26, 2026

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

Meta Discloses $825 Billion in Compute Commitments as ATC Asks FERC to Bill Data Centers for Their Own Wires — October 24, 2026

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 pri

Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain — October 23, 2026

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

Google and Entergy Rework Arkansas Deal Over Who Pays, as Musk Promises 10 GW More Compute in 2027 — October 22, 2026

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 batterie

PJM Opens a Separate Lane for SB Energy's 9.6 GW Ohio Campus as Amazon Backs Indiana SMRs — October 21, 2026

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 i

Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load — October 19, 2026

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 billio

Oregon Freezes Data Center Permits as DOE Waives Limits for a Strained PJM — October 14, 2026

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'

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