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AI Load Rush Hits Grid Rules, Gas Queues, and Gigawatt Campuses
Description
AI infrastructure demand is colliding with grid process and power supply: FERC slipped its large-load rule, Oracle and OpenAI pushed Stargate past 5 GW, Hut 8 landed a major Texas lease, and gas is rising again in ERCOT’s queue.
In this episode
- FERC delays large-load rule by 2 months, threatening data center power timeline — HyperSinc — HyperSinc
FERC delays large-load rule by 2 months, threatening data center power timeline — HyperSinc energy11 hours ago· 2 readers # FERC delays large-load rule by 2 months, threatening data center power timeline FERC pushed its June 2026 deadline for landmark large-load interconnection rules past the DOE's April mandate, as 86 GW of new grid demand waits for connection protocols. HyperSinc…
- OpenAI, Oracle Add 4.5 GW to ‘Stargate’ AI Data‑Center Buildout | Brand Vision — Brand Vision
OpenAI, Oracle Add 4.5 GW to ‘Stargate’ AI Data‑Center Buildout | Brand Vision Subscribe OpenAI and Oracle on Tuesday unveiled the next phase of their sprawling Stargate initiative: a 4.5‑gigawatt expansion that will deploy hyperscale data‑center campuses across at least four states and house two million AI accelerators. The announcement lifts Stargate’s total committed capacity to just over 5…
- Hut 8 signs about $10 billion AI data center lease in Texas, shares jump | The Star — The Star
Hut 8 signs about $10 billion AI data center lease in Texas, shares jump | The Star × View # Hut 8 signs about $10 billion AI data center lease in Texas, shares jump --- Thursday, 07 May 2026 | 8:26 AM MYT share AI (Artificial Intelligence) letters and robot hand are placed on computer motherboard in this illustration taken, June 23, 2023. REUTERS/Dado Ruvic/Illustration May 6 (Reuters) -…
- Kevin O'Leary's Utah AI campus gets approved - Chain Tech Daily — Chain Tech Daily
Kevin O'Leary's Utah AI campus gets approved - Chain Tech Daily Close Menu Facebook X (Twitter) Instagram Thursday, May 7 Share Box Elder County commissioners approved Kevin O’Leary’s 9GW Stratos AI campus in Utah on May 4, amid loud public protests from hundreds of local residents. Summary - Kevin O’Leary’s Stratos project, a 40,000-acre AI campus in Utah, received county approval on May…
- Gas power leapfrogs wind for first time in 10 years in Texas’ grid connection queue - AOL — AOL
Gas power leapfrogs wind for first time in 10 years in Texas’ grid connection queue - AOL Thu, May 7, 2026 at 11:43 PM UTC 0 Brandon Mulder is a journalism fellow at the University of Texas Energy Institute. A decade ago, wind power was surging in popularity and attracting huge investments that made Texas a national leader in renewable energy. But today, gas generation is making a big…