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Large-load queues meet FERC’s jurisdiction fight
Episode 32
PJM interconnection data shows 877 active load, generation and transmission requests totaling 102.79 GW, while a DOE-prompted FERC large-load proceed…
3 weeks, 6 days ago
FERC’s Load Fight Meets a Nordic Data Center Auction
Episode 31
FERC large-load interconnection reform is the center of gravity: DOE’s push tests who pays for gigawatt-scale AI campuses, while Digital Realty and E…
4 weeks ago
Stargate Wisconsin Meets the Grid-and-Water Reality Check
Episode 30
OpenAI, Oracle and Vantage’s Port Washington Stargate plan puts Wisconsin’s grid, water and transmission constraints under the microscope, alongside …
4 weeks, 1 day ago
FERC’s Large-Load Clock Meets Hyperscale’s Capacity Surge
Episode 29
FERC’s large-load interconnection docket has a June 2026 action marker, as state regulators press jurisdictional limits and Synergy Research shows hy…
1 month ago
ERCOT’s AI Load Wave Hits the Cost-Allocation Wall
Episode 28
ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-drive…
1 month ago
States Make Data Centers Pay as AI Capacity Keeps Scaling
Episode 27
Texas ERCOT and Ohio lawmakers are pushing data centers toward paying more of their grid, tax, water and local-cost burden, while Meta’s 168 MW Relia…
1 month ago
Broadcom’s AI Commitments Hit Real-World Data Center Gates
Episode 26
Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop fo…
1 month ago
AI Data Centers Face Curtailable Power and a Hard Supply Ceiling
Episode 25
FERC approved SPP’s CHILLS tariff for curtailable large-load transmission as AI data-center demand keeps outrunning supply. Jefferies flags a multi-g…
1 month ago
AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall
Episode 24
ERCOT says large data centers and crypto sites failed voltage-disturbance tests, sharpening summer outage risk as Nvidia readies Vera Rubin’s HBM4 su…
1 month ago
OpenAI’s $50B Compute Bill Meets Grid Pushback
Episode 23
OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart,…
1 month, 1 week ago