Episode Details
Back to Episodes
AI Data Center Deals Go Gigawatt as Grid Terms Tighten
Description
Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms from theory into terms.
In this episode
- Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider — Markets Insider
Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider # Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 May. 20, 2026, 04:15…
- Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS — ABC17 News
Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS - Livestream Special Coverage - Livestream Newscasts - Submit Tips, Pics and Video - Work for KMIZ - Experienced Account Executive - Explore Local Jobs - Intern with KMIZ Montgomery County data center announcement HIGH HILL, Mo. (KMIZ) Gov. Mike Kehoe and leaders from Google unveiled a data center project…
- Google is building a new $5B neocloud with Blackstone – but why? — Fierce Network
Google is building a new $5B neocloud with Blackstone – but why? Register today: AI and the Automated Network | June 10, 2026 | Save your spot! # Google is building a new $5B neocloud with Blackstone – but why? - Google inked a deal to create a new neocloud company with Blackstone called N1, which will use Google's TPU chips - It's not clear what kinds of customers the new company will…
- GridTracker Insights — May 2 – 15, 2026 — Interconnection.fyi
GridTracker Insights — May 2 – 15, 2026 # Interconnection.fyi - track interconnection queues in the US SubscribeSign in # GridTracker Insights — May 2 – 15, 2026 ### The most important U.S. grid updates from the past 2 weeks Interconnection.fyi, Nick Manderlink, Chris Talley, and Steven Zhang May 20, 2026 Share Note: This report covers all U.S. transmission grid interconnection queues ##…
- IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News — Beyond Borders News
IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News Contact Form First Name Last Name Email Subject Your Message Send Message ## Share your love -Editorial The Imperial Irrigation District is considering a proposed Large Load Tariff aimed at establishing a standardized framework for evaluating and providing electric service to large-scale…