Top signal
OpenAI investing in AI data centers despite election results, CFO says
OpenAI CFO Friar said Friday the firm will keep funding AI campuses after midterm ballot losses, so we treat community work as a build cost, not a pause.
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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
Prompt: AI's next bottleneck is outside the data center
TechTarget flags xAI's Clean Air setback and OpenAI's Georgia curtailment deal as proof that power, permits, and locals now gate new halls more than capital.
Infineon and SOLUM partner on AI data centre HVDC power
Infineon and SOLUM signed an MoU on HVDC converters, battery backups, and PSUs for AI halls, so we watch rack-level DC as the next power-density lever.
Federal judge: Southaven data center gas turbines must have air permits
A federal judge held SpaceXAI's Southaven turbines are not mobile sources and need air permits, so we treat temporary on-site gas as a Clean Air diligence item.
Data centers
After Tuesday, the Data Center Industry Is Facing an Allocation Crisis
Tayyeb argues the constraint is now who gets power, water, and land first, not demand, after Texas voters backed a governor who promised to pause approvals.
Gas and pipelines
Columbia Gulf Transmission, LLC; Notice of Application and Establishing Intervention Deadline
FERC noticed Columbia Gulf's Clark Project, an 8.68-mile 30-inch Kentucky lateral for 250,000 Dth/d to EKPC's J.K. Smith plant at about $95.2 million.
Natural Gas Pipeline Company of America, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Proposed Amarillo Expansion Project
FERC opened scoping on NGPL's Amarillo Expansion for about 550,000 Dth/d to a new gas plant serving a planned Deaf Smith County data center, with comments due Dec. 2.
TC Energy to unveil NGTL expansion plan in December, CEO says
TC Energy's CEO said a meaningful NGTL expansion plan lands in December after a dramatic rise in service requests on the fully subscribed 15 Bcf/d system.
Energy Transfer sanctions $1.6bn South Mississippi pipeline project
Energy Transfer took FID on a 215-mile, 1.2 Bcf/d South Mississippi line at about $1.6 billion for 2030 service, so we mark more Southeast takeaway toward Florida Gas.
Land and deals
Michigan township could rezone 1,400 acres. Is a data center coming?
Lenox Township posted a request to rezone 1,402 acres to light industrial for a Nov. 16 hearing, from a firm that earlier said it was developing a data center campus.
Nephi planners to weigh a 677-acre data center and power plant zone on Nov. 11
Nephi's Planning Commission hears Nov. 11 on annexing about 677 acres into Industrial 4, which allows data centers and gas-fired plants before council action.
Ofer Yanai's Shoham Deal: Data Centers Aren't Speculation, They're Strategic
Nofar Energy paid NIS 361 million for about 32 dunams in Shoham for a 45 MW campus after Israel labeled data centers national infrastructure.
Policy and regulation
Data center boom could hit a political wall after midterms
Incoming governors in Texas, Ohio, and Georgia campaigned on pauses while Congress eyes permitting reform, with Goldman putting about 45% of planned U.S. capacity in restriction-leaning states.
Kotek gives Legislature a 60-day deadline to pass data center reforms
Gov. Kotek wants statewide data center rules on water, energy, and transparency in the first 60 days of the January session, after a nine-month halt on new state permits.
Lame-duck Congress might actually do something: speed up energy projects
The Bipartisan American Affordability and Jobs Act would shorten NEPA clocks and make large loads pay grid costs, with a Senate push possible next week in the lame duck.
Midterm Voters Reject Data Centers in 40 of 41 Ballot Measures, Making Grid Flexibility the Price of AI Expansion
Futurum reads the 40-of-41 ballot losses as making verifiable load flexibility the price of interconnection, citing Duke's 100 GW stranded-peak thesis.
Morning edition
Top signal
NTT DATA Announces Agreement with Bloom Energy for 900 MW of Onsite Power Generation Across Multiple Data Center Projects
NTT Global Data Centers will deploy 900 MW of Bloom fuel cells as primary power across multiple sites, with shipments from 2027, so we treat on-site fuel cells as a path past grid waits.
Power
Renewable Innovations joins US DOE lab project on fuel cell power for AI data centers
DOE's National Laboratory of the Rockies leads a three-year FC-DC project with a Santa Rosa field demo of floor-level fuel cell racks and 800VDC, so we watch rack-coupled generation leave the lab.
Google plans $17 billion Wyoming data center amid rising threats of curbs
Alongside Google's Wyoming plan, Microsoft declined to expand a Texas Nscale deal and is tightening oversight of neocloud capacity, so we mark hyperscaler optionality as a live offtake risk.
Georgia's New Grid Rules Put Data Center Growth on a Tighter Clock
Georgia's PSC requires 100 MW-plus service requests to show schedules, financing, and site control from Jan. 1, with customer-specific grid cost deals, so Atlanta power diligence gets longer.
Data centers
AI giants scramble for stock amid midterms, looming data center restrictions
Meta's Dina Powell McCormick said every hyperscaler is weighing overseas builds after midterm ballot losses, and Microsoft is stepping back from riskier partner projects.
Voters rejected AI data centers over resource concerns. Here's why measuring water usage is hard
UC Riverside's Ren puts peak draw near 10 million gallons a day for some 1 GW campuses, and Meta's Indiana site could hit 8 million on hot days, so we demand site-level water numbers.
Gas and pipelines
TC Energy approves $2bn in pipeline expansions in US and Canada
TC Energy sanctioned Crossroads at 1.4 Bcf/d for about $1.8 billion and American Midwest at 1 Bcf/d, both take-or-pay for 2030 Midwest power including data centers, so we mark more firm gas there.
Transcontinental Gas Pipe Line Company, LLC; Notice of Schedule for the Preparation of an Environmental Assessment for the Leidy Access Expansion Project
FERC set a March 26, 2027 EA date for Transco's Leidy Access Expansion, adding 183,100 Dth/d via 3.4 miles of 42-inch loop in Luzerne County, so we track that Marcellus takeaway clock.
Minnesota utility regulators grant permit for controversial pipeline to reopen near sacred site
Minnesota's PUC voted 4-1 to permit Magellan's 8-inch products re-route about 13 miles northwest of Pipestone National Monument, with tribal monitors and April 2027 surveys before build.
TC Energy raises 2026 profit outlook, announces $3B in pipeline projects
TC Energy raised 2026 adjusted core profit to $11.8 to $12.0 billion and greenlit about $3 billion of growth, citing power and data center gas demand on fee-based systems.
Land and deals
AdaniConneX signs ₹1,085.5 crore deal to acquire Vizag Mega Data Center Park
AdaniConneX agreed to buy Vizag Mega Data Center Park for ₹1,085.51 crore, targeting close by Nov. 10 for land and licences in Visakhapatnam, so we file more India campus land into the global queue.
Amazon pays nearly $100M for Chantilly property where it plans a data center
Amazon closed nearly $100 million on Oct. 13 for a 23-acre Loudoun County parcel and filed a pre-application sketch for a data center, so Northern Virginia land still clears at a premium.
NextNRG Executes Term Sheet to Acquire 33-Acre Indiana Site for Lone Wolf Energy Center, With Potential to Support Up to 70 MW of Data Center Capacity
NextNRG signed a non-binding $22 million term sheet for about 33 acres in South Bend, planning up to 70 MW of data center capacity on 27 acres with on-site power, still subject to definitive docs.
Policy and regulation
Big Tech and green groups meet to discuss the future of data centres in the US
Google, Meta, Microsoft, Amazon, Nvidia, Oracle, and Anthropic joined NRDC, WWF, and Sierra Club in a Responsible Data Center Collaborative through Feb. 2027, so soft standards may trail hard rules.
Factbox-Authorities tighten restrictions on data centres amid AI boom
Reuters maps curbs from Pennsylvania's Fast Track ban and NDA bar to New York's one-year freeze above 50 MW and Denmark's lowest-priority grid queue, so we screen markets against live state rules.
FACT SHEET: Heinrich Details How Bipartisan American Affordability & Jobs Act Holds Data Centers Accountable, Lowers Utility Bills for American Families
Sen. Heinrich's bill would force FERC to make large loads pay for service and grid upgrades, citing a Dallas Fed estimate that data centers already lifted wholesale prices 6.9% nationally.
After a Rebuke at the Ballot Box, What's Next for State Data Center Policy?
Data Centers on the Ballot counted about 40 measures in 13 states, with restrict positions winning or leading 39 of 40 at roughly 75% average support, so local ballot risk is now a diligence gate.
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