FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan — October 11, 2026

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.

1. FERC rejects PJM's large-load curtailment plan, keeps the load registry | The Duck Curve — The Duck Curve

   “The Federal Energy Regulatory Commission on October 9 accepted PJM Interconnection's definition of a Large Load, end-use customer load with a cumulative peak of 50 MW or more at a single electrical site, and a Large Load Registry to track those loads, and rejected the rest of…”

2. xAI brings Colossus 2 supercomputer online in Memphis - Newzino — Newzino

   “The campus hit about 1 gigawatt of IT load in early October, which the analysis firm SemiAnalysis calls a first for a single-site data center. Colossus 2 is scheduled to grow to 1.21 million Nvidia GPUs by the end of 2026, fed by a 1.2-gigawatt gas plant in Southaven,…”

3. The 4,500 Megawatt Number Meta Fought to Keep Off the Record - Tech Thought Leaders — Tech Thought Leaders

   “Meta’s Hyperion campus in Richland Parish will draw 4,500 megawatts, and the number became public only when the chief executive of Entergy Louisiana said it under questioning at a Louisiana Public Service Commission hearing on 7 October. That is more than four times the peak…”

4. TeraWulf’s 1 GW Muskie Bet: Power Scaled, Capital Strained | The Desk — The Desk

   “The transaction doubles contracted power capacity at the Muskie Data Campus in eastern Kentucky from 500 megawatts (MW) to 1 gigawatt (GW) and accelerates the target delivery of the second 500 MW phase from 2030 to 2029, while the initial 500 MW phase remains targeted to begin…”

5. Digital Realty subsidiary issues €1B in notes | DLR 8-K Filing — Stock Titan

   “Digital Realty Trust, Inc. disclosed that its indirect finance subsidiary, Digital Euro Finco, LLC, issued and sold €1,000,000,000 aggregate principal amount of 5.125% Guaranteed Notes due October 9, 2036. The senior unsecured notes are fully and unconditionally guaranteed by…”

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