Top signal
Google supersizes PJM virtual power plant to more than 1 GW
Adding 1,070 MW of contracted demand response through 2040 shows hyperscalers will buy capacity off their own sites when new generation cannot arrive fast enough.
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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
Infineon and Nvidia to develop gallium nitride power conversion tech for 800VDC data center racks
As rack power approaches the megawatt range, 800 VDC designs raise the load per acre, so we size substations and parcels for density, not just building count.
Flexible grid connections can cut AI data centre power wait to 2-4 years from 5-10 years: BCG
Cutting a 5 to 10 year power wait to 2 to 4 years with non-firm service and on-site backup is a trade we expect more US buyers to accept, and we score sites for it.
Untangling the accounting fight reshaping Google’s Arkansas power deal
Google covering financing on about $550 million of batteries through scheduled payments, not a ratepayer rider, shows who pays now decides whether a large load deal holds.
Data centers
Microsoft files for data center campus in Floyd County, Georgia
A 349-acre site bought in 2023 now carries a 422 MW filing for 2032, a reminder that hyperscalers hold land for years before the power plan is ready to file.
Era4 reveals details of hyperscale data center planned for former steelworks in Newport, Wales
A 230-acre former steel mill targeting up to 1 GW is the brownfield play we look for, existing industrial land in place of a greenfield zoning fight.
Crusoe signs on for Polar DC's upcoming 40MW data center in Norway
A 40 MW second building next to a live 12 MW hall shows tenants expand where delivery is already proven, which is why we track phase two land at operating campuses.
Saudi Arabia's Humain expands Nvidia deal with 84MW AI computing plan
An unnamed US client reserving 50 MW in Saudi Arabia from June 2027 shows US AI demand will take capacity wherever power has a firm date.
Meta narrows capex forecast as it leans into the AI agent wars
Q3 capex of $34.91 billion and a 2026 range lifted to $135 to $145 billion at the low end mean demand for powered land is not slowing into next year.
Gas and pipelines
NextEra's 16.5 GW of data center power is funded, not yet sold
Three gas hubs of about 16.5 GW have $5.7 billion of first funding but no signed power buyer, so we treat the campuses beside them as power-ready land still looking for a tenant.
Follow-on Order Brings Orders from INNIO Data Center Customer to 1.72 GW, Further Strengthening INNIO’s Data Center Backlog and Revenue Visibility
A 620 MW repeat order of containerized gas engines, months after a 1.1 GW first order, tells us on-site gas is being bought at campus scale, so pipeline access keeps rising in our site scores.
AI growth opens new market for natural gas infrastructure
A midstream operator says pipelines picked early can be fully subscribed by the time a campus advances, which is why we test gas capacity, not just distance to a line.
Land and deals
US considering 35 data center-related developments on public land, land records say
With 17 campus applications on federal land, one over 9,000 acres, public land is becoming a real alternative supply of large parcels, with its own permitting path.
Microsoft buys 70 acres in Sturtevant for $70 million as it weighs another data center
Paying $70 million for 70 acres with an existing building next to an active campus shows what adjacency to a working site is worth to a hyperscaler.
Wisconsin Rapids rejects permit for data center
A 7-0 denial at a former paper mill, inside a one-year moratorium, shows brownfield status alone does not carry a site past local opposition.
Policy and regulation
Arbol launches moratorium risk insurance coverage
When nearly 500 moratoriums proposed across the US since January make a construction pause insurable, regulatory risk has become a line item in every site budget.
Buxton voters approve temporary data center ban
A 180-day ban in a town with no proposal on file shows pauses now arrive before developers do, so we check local rules even where nothing has been filed.
Pittsburg weighs moratorium on data centers
A 45-day pause that lets phase one proceed but holds phases two and three shows approved campuses can still lose later phases, a risk we flag on phased sites.
Google, Amazon, Meta and Microsoft promise less secrets, more money to data center communities
With Meta and Amazon each pledging $1 billion to host communities and Google paying full property taxes on new campuses, community terms are now part of land cost.
Texas environmental agency shuts down online permit filing system after data center controversy
Pulling automatic stormwater approvals for paper review adds time to every Texas data center start, so we push out schedules for sites still waiting on that permit.
Google’s $1B data center looms as Little Rock rejects six-month moratorium in 4-4 tie
A second 4-4 tie with three supporters up for reelection means one seat could flip the outcome, so we read this city as open but not settled.
Morning edition
Top signal
Trump: Data Centers 'Mandated' To Supply Own Electricity, Should Pay 'Dividend' To Communities
A Truth Social post is not a rule, but it puts the White House behind bring your own power, which already shapes how we rank sites with room for on-site generation.
Power
Microsoft exits UK AI data center project over electricity delays
A 50 MW anchor lease walked once grid power slid from early 2027 into the 2030s, which is the clearest reminder this week that a power date is the lease.
Vantage signs 1GW solid-state transformer supply deal with Heron Power
Reserving more than 1 GW of factory output before the plant is built shows developers now queue for electrical gear the way they queue for turbines.
Power grid operator seeks new rules for data centers
Ramp limits of 30 MW per second and a 50 MW reporting threshold are the kind of interconnection terms we expect every grid operator to file before FERC's November 16 deadline.
Data centers
Analysis-Investors see risk from US midterms to AI trade as data center backlash builds
When public markets start pricing local opposition into a buildout expected to top $1 trillion next year, community fit becomes a capital question, not just a permitting one.
AI firms say UK has a year to head off datacentre protests before construction is threatened
Builders asking for a formal benefits compact with a 12-month window tells us the industry now treats host community terms as part of site cost.
IREN to Advance Europe’s Sovereign AI Ambitions with 300MW Spanish Campus
Grid-connected power plus a civil works license is what turned this 300 MW site from a plan into a 2028 date, and it is the same pair we look for first.
Duos secures cloud provider as customer for 20MW of data center capacity
A ten-year, 20 MW lease due in Q2 2027 shows cloud buyers will sign for smaller powered sites when the capacity has a near date.
Inside India newsletter: Asia’s hottest data center market aims to quell concerns over water and power use
A national policy that ties faster approvals to proven grid and water readiness is the same screen we run on US parcels, now written into law abroad.
Gas and pipelines
Kinder Morgan to invest $4.7bn in two gas pipeline projects as demand surges
The 470-mile, 2.6 Bcf/d Southeast Connector starting in Q4 2030 marks where new firm gas will reach, and we map sites along that path accordingly.
Michigan residents fight potential $6.4bn datacenter bill: ‘That is insanity’
DTE's 2.1 GW of planned gas plants for 2031 and 2032 rides on 2.4 GW already contracted, and who pays will decide how fast more load gets a yes.
Land and deals
Casa Grande approves 954-acre data center after county denies similar projects
A city approving 954 acres while the surrounding county denies similar projects shows jurisdiction lines can matter more than the dirt itself.
Archbald council unanimously denies zoning for hyperscale data center campus in borough
A 578-acre site inside a data center overlay district still lost after nine hearings, so we no longer treat an overlay alone as entitlement.
Policy and regulation
Hayward City Council enacts immediate moratorium on new data centers
A unanimous pause that can last two years, near a substation already serving four facilities, shows established clusters can close as fast as new ones open.
Substitute Ordinance No. 5988: The data center moratorium and what comes next
Memphis chose a 135-day pause over 18 months and exempted vested projects, so filings already in hand keep their value while the rules are rewritten.
Fort Lupton advances pause on 5-megawatt-plus data-center applications
A 5 MW threshold reaches far below hyperscale, and a landowner with utility deposits already paid shows how a one-year pause lands on deals in progress.
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