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FERC accepted PJM's 50 MW large-load definition and registry but rejected its interim curtailment service and bring-your-own-capacity rules. Separately, xAI switched on Colossus 2 in Memphis, and Entergy testimony put Meta's Hyperion load in Louisiana at 4,500 MW. In this episode FERC rejects PJM'…
Voltus raised $225 million to scale its bring-your-own-capacity program for data centers. Google signed a 20-year Constellation PPA backing 890 MW of PJM nuclear uprates, and a Duke Energy settlement makes hyperscalers pay upfront to connect to North Carolina's grid. In this episode Voltus raises …
PJM cleared its first 2.1 GW of fast-track capacity, Engie batteries and an LS Power gas uprate, as a Senate Democratic report says hyperscalers resist paying for shared grid upgrades and Meta's infrastructure chief puts 2026 spend above $100 billion. In this episode PJM fast-tracks first 2.1 GW o…
PJM's stalled 6.8 GW backstop procurement drew a rare DOE filing at FERC insisting data centers, not existing ratepayers, carry the cost. Applied Digital tied Polaris Forge 3 to a related-party 1.2 GW gas plant, and Duke's clean transition tariff still sits unfiled. In this episode PJM Data Center…
Black Hills signs on to serve Google's Cheyenne campus with a 2.7 GW resource stack built largely on undisclosed third-party supply, and Indiana County's posted filing names AWS for 36 buildings at the Homer City gas campus. Also: Oracle's Wisconsin transmission line restarts review, Firmus and CDC…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 The Data Center Daily — Lantern Podcasts에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.