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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
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Alphabet Spends $51 Billion and Burns Cash While Microsoft Prints It, as CAISO Approves Its Large-Load Rules
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Meta Turns to a $95 Billion Stock Sale, With Nvidia Buying In, as North Carolina Pushes Data Centers to Pay for Power Plants
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Anthropic's S-1 Shows a Lab Leasing Its Own Data Centers as MISO's Large-Load Fast Track Draws State Opposition
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PG&E Defers Large Load Beyond 1.8 GW as South Korea Moves to Cut Its AI Data Center Demand Forecast
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Meta Discloses $825 Billion in Compute Commitments as ATC Asks FERC to Bill Data Centers for Their Own Wires
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Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain
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Google and Entergy Rework Arkansas Deal Over Who Pays, as Musk Promises 10 GW More Compute in 2027
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PJM Opens a Separate Lane for SB Energy's 9.6 GW Ohio Campus as Amazon Backs Indiana SMRs
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Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load
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Oregon Freezes Data Center Permits as DOE Waives Limits for a Strained PJM
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Google's Power Math: Indiana Cost Test, 890 MW of Nuclear Uprates
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PJM Fast-Tracks 2.1 GW as Senators Tally Data Center Grid Costs
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FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan
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DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap
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Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates
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Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City
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First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns
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Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms
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Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers
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Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County
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Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build
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Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback
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FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter
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Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout
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Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load
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Water Fights Shadow Data Centers From Pahrump to Gilroy
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BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas
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Transmission tax credits and ratepayer shields hit AI buildout
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Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits
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AI Compute’s Grid Bottleneck Gets Regulatory—and Local
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Data Center Cost Fights Hit Virginia, New Mexico and Senate
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Congress Targets Data-Center Grid Cost Shifts
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Data Centers Pitch Flexibility as Permitting Pushback Spreads
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PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load
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Data Centers Face Grid-Cost Rules and Off-Grid Power Push
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Oracle’s Data-Center Tab Explodes as Grid Rules Tighten
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AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance
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Data Center Power Deals Get Harder to Socialize
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Equinix Leads a Global AI Capacity Land Grab
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Data Centers Meet the Grid’s New Cost Discipline
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AI data centers meet audits, moratoriums and grid workarounds
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Big Loads Face Grid Cost Controls
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AI Infrastructure’s IPO, M&A and Megawatt Tests
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PJM-Oklo Fight Puts AI Power Bottleneck on Display
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AI Data Centers Hit Tariff Delays, Reporting Rules and Local Fights
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Data Centers Hit the Water-and-Permitting Wall
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Data Center Power Rules Hit Rates, Renewables and Queue Costs
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Nvidia Moves Into AI Data Center Risk as Permits Tighten
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Data Center Load Runs Into the Grid-Bill Fight
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