Top signal
Kinder Morgan takes FID on two US gas pipeline projects
Permian Link at 2.8 Bcf/d is contracted to feed power for one A-rated hyperscaler from Q3 2030, so we read 2030 as the earliest gas date for sites waiting on these lines.
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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
PUC Staff Seeks To Make Utility's Proposed Default Service For New Data Centers Applicable To All Data Centers
Ohio staff want Duke's separate class for loads of 25 MW or more to cover existing data centers too, so we expect operating sites, not only new ones, to face new rate terms.
Emerald AI, Nvidia share results of latest pilot at Nscale data center in Iceland
Cutting rack power about 25% for 30 minutes in a seventh pilot is the kind of tested flexibility we want before counting a site as able to take non-firm grid service.
US Department of Commerce commits up to $389m in R&D funding to power semiconductors for fusion and advanced computing
We read up to $389 million for power chips, $175 million of it to Helion, as federal money aimed at power delivery equipment, a long-run bottleneck, not near-term supply.
Liberty Energy Misses On Earnings As Frac Margins Slip, But A 1.2 GW AI Power Deal Reshapes The Story
A 1.2 GW on-site power deal with a $300 million prepayment, plus a 1.9 GW large-load permit filed in Wyoming, shows frontier labs paying up front for power they control.
Utilities turn to AI to manage rising power demand, from AI
Portland General finding more than 80 MW for data center hookups years early tells us existing grid headroom is still being found, so we recheck capacity maps often.
Data centers
Meta details Ohio Prometheus data center campus, with first phase live
Converting an existing New Albany campus into the first phase of a planned gigawatt cluster shows reuse of powered sites is the fastest path to AI capacity.
SK Hyper seeks $350B to build 15GW of AI data centers
A $350 billion first 5 GW phase from 2029, in a market of about 1 GW today, competes with US sites for the same hyperscale tenants, so we watch where its anchor customers sign.
Krolmap plans a 225MW off-grid data center in Zaragoza, Spain
A 225 MW plan on 25 hectares with its own generation and storage puts the power job on the developer, a model we see more often where grid capacity is short.
TCG to foray into data centres, aims to set up 2GW capacity
A 2 GW plan with no sites named yet is an intent, not a pipeline, so we will count it only when locations and power contracts are filed.
Gas and pipelines
Welspun Corp wins ₹5,500-crore US order to supply pipes for data centre project
A $580 million pipe order for a Permian line serving one hyperscaler campus, with deliveries in fiscal 2029, shows gas for data centers is now booked years ahead.
Kinder Morgan's Creekside Pipeline Locks In Texas Data Center Gas Demand
More than 750 MMcf/d is contracted on a $235 million lateral from Q4 2026, but its 1.3 Bcf/d design is not demand, so we score sites on contracted gas only.
Land and deals
Public hearings on expanding Salem Twp. data center overlay set for Tuesday
Options on 4,466 acres from about 200 owners, worth $1.2 billion or more, hinge on Tuesday's vote to grow the overlay to 7,366 acres, so we treat the land as optioned, not entitled.
Microsoft Keeps Grabbing Pataskala Land as Licking County Tops 700 Acres
More than 700 acres bought since 2023 while build plans paused and restarted shows hyperscalers keep buying land through schedule changes, which keeps nearby parcels priced up.
Policy and regulation
Oregon city declares state of emergency over lost data center revenue amid state-wide ban
A host city declaring an emergency over a state permit freeze shows statewide pauses can stall even towns that want the projects, so we rate state policy above local support.
Grant County enacts one-year data center moratorium
A 4-1 vote for a one-year pause, with some lawmakers planning a statewide moratorium bill in 2027, means we treat rural New Mexico sites as paused until rules are written.
Memphis fails to pass 1-year data center moratorium, instead opting for a shorter-term ban
A 135-day construction halt in place of a one-year pause still stops new builds into early next year, so we push Memphis start dates out by at least that long.
Suffolk approves temporary data center ban
A unanimous citywide pause with no end date and no applications accepted means we treat Suffolk land as closed to data centers until permanent rules pass.
Morning edition
Top signal
Gigawatt-scale data center proposed for steel mill in Illinois
We read a contingent buy of 381 acres, up to 1 GW in 200 MW blocks, as unfinished land until rezoning, a utility study, and a tenant are all in hand.
Power
Data centers will cost ComEd $3 billion, but consumer groups worry Illinois households will be on the hook
ComEd expects $3.1 billion to connect 30 large loads and has $720.9 million in deposits, so we ask who pays if projects in that set never arrive.
Data Centers Can Delay, Not Dodge, the Power Crunch
Infosys finds efficiency and flexible workloads can delay new plants, not replace them, so we still want a contract that proves a site can cut load on request.
US is reviving shuttered nuclear plants to meet growing electricity demand, data centers
We count loans of up to $4.4 billion to restore 2.25 GW at three closed plants, with hyperscaler contracts keeping two restarts off residential bills.
Data centers
Endeavour partners with US desalination firm Trevi to turn data center waste heat into clean water
The claim is up to 200,000 gallons of clean water a day per megawatt, but the system has never run at a data center, so we will not score it until a US campus does.
Crusoe to develop 106MW data center site in Paraguay
We read a mid-2027 start beside a hydro dam, scaling from 106 MW toward about 280 MW, as compute following power that is already built.
KT breaks ground on 50MW data center in Ansan, South Korea
Ground broken on 50 MW due in 2029, inside a plan for 1 GW by 2031, is the dated power schedule we look for before a campus counts as bankable.
Digital Realty Breaks Ground on 22MW Turkish Data Centre
A 22 MW first building with land, permits, and power already secured for 2028, inside a 200 MW plan, is the proof we want before calling a campus real.
Data centres fail as AI pick-and-shovel trade
We read a 42% share drop, after opposition delayed a power upgrade, as the market pricing a utility date ahead of the building.
Google gives insight into the Palo data center project and plans to break ground
Six buildings, groundbreaking early next year, and 10 to 14 million gallons of water a day without a closed loop is a water test we now run on every campus.
Nebius secures $3.5 billion financing facility with Citi
We read a $3.5 billion, 364-day loan at Term SOFR plus 2.75%, for data centers and GPUs, as bank debt funding the next year of capacity.
Nebius signs on for 50MW at Neom's Oxagon data center in Saudi Arabia
We read a reservation of up to 50 MW, half of what is under construction and phased from late 2027, as buyers taking dated power outside the US.
Gas and pipelines
The BrightVolt Take: Gas Is Winning Behind the Meter
About 90 GW of on-site generation is lined up at 59 projects, mostly gas, and only about 2 GW is running, so we count permitted fuel, not announcements.
88-mile Silver Spur: Williams seeks FERC approval to bring 275 MMcf/d more gas to the Northwest
We map an 88-mile line Williams wants approved for up to 275 million cubic feet a day by 2030, a step toward nearly 1 billion cubic feet a day more Northwest gas.
Land and deals
Spartanburg County Council approves preliminary NorthMark data center development agreement
A 4-1 vote advances a 457 MW campus with its own gas plant under a moratorium written for 65 MW or less, so we treat those caps as terms to negotiate, not a hard stop.
Policy and regulation
San Diego leaders seek limits on data centers amid 400-megawatt NAVWAR proposal
We treat a mayoral pause headed to Monday's council, before any signed deal on 70 federal acres the city does not control, as rules arriving first.
Clackamas County commissioners approve 120-day pause on data center development
A 120-day pause, extendable by six months, in a county with no data center application on file means we check the rules before a site is even proposed.
Lexington council unanimously restricts data center zoning
We treat a unanimous removal of data centers from six zones, with no land left designated, as a site that now needs a new zone and another council yes.
OpenAI hires new energy regulatory lead
We read an AWS regulatory hire, tasked with utility deals and permit filings, as power approvals becoming a staffed job.
DS Council holds first reading on data center moratorium and more
A first reading of a 12-month ban, with a second vote on Oct. 29, is not an adopted rule, so we leave the town open.
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