Top signal
Kinder Morgan Reports Record Third Quarter 2026 Financial Results
A 434-mile, 2.8 Bcf/d pipeline sanctioned to feed new generation for one hyperscaler tells us gas supply is now being built to order for compute.
Archive
Corridor Signal
A national briefing on power, data centers, gas, land, and the policy that decides where large load can be built.
Afternoon edition
Updated every morning and afternoon. Last updated .
Power
The Nuclear Company Announces Prosperity One, a 6.6 Gigawatt Nuclear Power Campus in Lewis County, Kentucky
Site control and a willing county come first, and a 2028 construction target means the land around this river site is worth watching now.
Colorado utility regulators to decide whether Xcel’s data center tariff proposal protects customers
A $120,000 application fee, 15-year contracts and an 80% minimum take set the real cost of entry for any campus over 50 MW in the state.
Indiana will bring nuclear energy to the grid under new agreement
A 6 GW goal with no timeline is a signal of intent, and the governor's own point that gas must bridge the gap is the part that matters for siting now.
Regulators to consider arguments in OG&E large load tariff case
Another state is writing an extra large load tariff, and a final decision due in early November will set terms for new campuses there.
Data centers
NVIDIA Introduces DSX POD AI Factories to Accelerate Europe’s Infrastructure Deployment
If compute can land in 14 days at a prepared site, the slow part of the schedule is the site itself, which is where we spend our time.
Meta and BlackRock Funds Commit to El Paso Campus Financing
An 80/20 fund structure on a 1 GW, $14 billion campus shows outside capital is ready to own sites once a tenant signs the lease.
Soluna and Applied Digital to build 50 MW wind-powered AI data center in Texas
Putting load next to an existing wind farm is a small deal, but it is the same logic we apply everywhere: start where the power already is.
HUMAIN and DataVolt advance AI infrastructure framework with Nebius for planned giga campus in NEOM’s Oxagon
An anchor tenant signing six weeks after construction began shows how quickly buyers commit when capacity has a date attached.
Gas and pipelines
TGN's US$1.5bn Argentine gas pipeline project to 'trigger' other investment
A pipeline operator ordering compressors early because of data center demand abroad confirms the equipment queue is global, not local.
Land and deals
Amazon abandons $427 million data center plan and pledges land donations worth $65 million instead
When the largest buyer walks away from a site in the most mature market, we read it as proof that local consent now prices land as much as power does.
Hillsboro City Council adopts first round of new data center restrictions
Cutting eligible land from about 6,600 acres to 608, much of it already committed, turns remaining entitled parcels in an established hub into scarce assets.
Lowndes County Commission approves minutes advancing Red Clay data center as residents protest
A signed tax agreement now faces a neighbor lawsuit, which is why we score a site's surroundings, not just its zoning, before calling it ready.
Policy and regulation
Bethlehem passes data center limits 6-1, but two proposals get in under old rules
Filings that beat a new ordinance keep the old rules, so we track pending code changes as closely as the parcels they cover.
Data center legislation begins to take shape in North Dakota
Bring your own power, closed-loop cooling and decommissioning bonds are becoming the standard state package, and we expect more legislatures to copy it.
Data Centers and the 2026 Midterms: Five Election-Driven Trends to Watch
The shift from broad pauses to tailored local rules after the election would reward developers who can show a specific benefit for a specific community.
Morning edition
Top signal
Amazon Buys Billions in Nvidia AI GPU Racks, Then Waits for Power
When the largest cloud buyer stages finished racks in warehouses, we read it as proof that energized sites, not chips, now set the pace of the build.
Power
Energy Dept. to use Defense Production Act funding to expand transmission capacity in Virginia, West Virginia
Federal money aimed at specific corridors is a signal worth tracking, because new transmission paths decide which parcels can be energized first.
How AI data centers are reshaping America's aging grid
The 780 MW Minnesota proposal tests whether a hyperscaler can fund new supply without moving costs onto existing customers.
Microsoft signs 20-year power deal with Indiana utility NiSource for planned data center in the state
We expect more utilities to copy this model: a dedicated generation arm, a large-load rate class, and the customer paying for what it needs.
Data centers
Pittsylvania County's Stack data center project to include 21 buildings, use up to 3,000 megawatts of power and 7 million gallons a day of water
We see a megasite with water, sewer and on-site gas planned together, which is the template large campuses now expect from host communities.
Nscale in talks with Anthropic for second $45 billion computing deal
A second 460 MW building in West Virginia shows how fast capital follows a site once power is lined up.
SOAR AI's Ohio AI Compute Campus on Track for December 31 In-Service Date, with Contracted Revenue Expected to Begin January 2027
We note the pitch is capacity available today, which is the scarcest thing a campus can offer right now.
Meta details Prometheus, the Ohio supercluster heading for 1 million GPUs
Single sites at this scale keep pulling generation and transmission planning toward the Midwest.
Gas and pipelines
Oracle Promises AI-Enabled Project Jupiter Fuel Cell Emissions Refined 35% Lower
Gas-fed fuel cells on site still need a pipeline, so the permit fight over fuel delivery remains the real schedule risk.
TETCO, ARM Projects Take Aim at Gillis Bottleneck
Gulf Coast takeaway built for LNG also shapes how much firm gas is left for new industrial and data center load nearby.
LNG Canada selects Tecnicas Reunidas for Coastal GasLink Phase 2
Doubling capacity with five compressor stations and no new pipe is a reminder that compression is often the fastest way to add gas supply.
Canada Expands LNG Footprint
More North American export capacity adds another buyer for the same compressors and turbines that on-site power projects are waiting on.
Baker Hughes Deal Could Power Venture Global's Push Into AI Data Centers
An LNG developer ordering gas power islands for possible data centers shows how closely gas supply and compute siting now travel together.
Land and deals
Google confirmed as buyer of 94-acre data center site in Roanoke County
A named buyer on a mid-size tract outside the usual hubs tells us hyperscalers are still assembling land well beyond the core markets.
Spartanburg County approves Jones Road data center but puts roadblock in front of NorthMark
Grid-served projects on old industrial sites are clearing local review while projects with their own generation face tougher terms.
Policy and regulation
AI data centers want more power. Washington scrambles to write new rules
Federal rules on large-load interconnection will set timelines nationwide, so we are watching FERC as closely as any utility.
Watchdog group criticizes TCEQ for advancing data center permits
A statewide pause that agencies read differently leaves developers unsure which permits are actually moving.
Texas is still permitting data centers despite a supposed statewide moratorium.
Public records, not press releases, are the best guide to whether a pause is real, and we track them the same way.
Bryan County pauses data center development for one year
County-level pauses are spreading, and a one-year hold can quietly remove a site from a developer's shortlist.
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Archive
- October 27, 2026, morning edition
- October 26, 2026, afternoon edition
- October 26, 2026, morning edition
- October 23, 2026, afternoon edition
- October 23, 2026, morning edition
- October 22, 2026, afternoon edition
- October 22, 2026, morning edition
- October 21, 2026, afternoon edition
- October 21, 2026, morning edition