Top signal
Anthropic Flags Gas Supply as One of Its Biggest Near-Term Risks
Cleanview counts 110 GW of behind-the-meter gas in development, up from 20 GW in July 2025, so we treat firm fuel as a site screen, not a given.
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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
NC Gov, AG call for data center owners to help pay for new power plants
The pending tariff covers grid connections, not new plants, and the state puts data center generation near $50 billion by 2050, so we still price that bill as open.
Data center demand surges; what will Dominion do if those projects fall through?
About 12,000 MW is under contract on 14-year terms, with a 60% generation minimum and $1.5 million per MW of collateral, the stranded-cost screen we now expect.
CenterPoint expands 10-year capital plan by $4B to handle load growth
The 10-year plan rises $4 billion to $70.7 billion to serve 14 GW of new Houston demand by 2030, so we treat new wires, not the request queue, as what gets built.
Data centers
Broadcom organizes $63bn deal with Bank of America, Blackstone, Citigroup, and Morgan Stanley to fund Anthropic chip purchases
A $63 billion loan funds 3.5 GW of chips with delivery from 2027, and the seller is backstopping the banks, so we treat chip finance as a gate on US halls.
First building at Project Jupiter data center campus in New Mexico topped out
The first of four buildings is topped out on a 1,400-acre campus aimed at 2.5 GW, and the gas connection remains the schedule risk we would underwrite.
Oracle will offer Google's TPU AI chip via OCI
Oracle describes a multi-year, multi-gigawatt build of these chips in its own halls, available in 2027, so we count it as contracted power demand.
Nvidia to invest $3bn in Meta's $97.5bn equity offering, as social media giant plans to deploy more Nvidia hardware
A $3 billion investment into a $97.5 billion equity raise puts chip-vendor capital behind the tenant, which we read as more demand for powered halls.
520MW data center planned in Eatonton, Georgia
A filing seeks 11 buildings and 520 MW on 542 acres, with a 2031 date and on-site generation still unnamed, so we count no megawatts until power is contracted.
CoreWeave leasing 22.5MW from atNorth data center in Denmark
Most of a 22.5 MW lease is now live in an existing hall, which we read as near-term compute still landing where power is already on.
AirTrunk secures AU$4.25 billion green loan for Sydney data center campus
An AU$4.25 billion loan funds a campus that could reach 400 MW by mid-2028, which we log as financed construction, not new US capacity.
Gas and pipelines
The Power Challenge Behind Hyperscale AI Expansion
Large gas turbines are sold out through 2029, and some orders run to 2031, so we date on-site plants to the equipment slot, not the announcement.
Land and deals
DeSoto County commissioners to vote on 238-acre data center
Commissioners hear a 238-acre rezoning for up to 1.8 million square feet after the planning board urged denial, so we do not treat the site as entitled.
Oklahoma City Council rezones two properties for data centers after delays
A 6-3 vote clears two sites filed before the city pause, so we separate in-process entitlements from anything still outside the door.
Microsoft pays $95.5 million for Dallas County farmland
Records show about $155,000 an acre for 616 acres, more than triple the price paid days earlier, a comp we will use for unpowered Midwest land with a campus label.
Piedmont council spent hours debating Beltline Energy data center concerns
Council sent a 321-acre master plan back for more study on setbacks and compliance, so we expect rural rezonings near homes to slip at least one cycle.
Policy and regulation
Spain revises data center renewable mandate
The mandate now starts above 10 MW and allows up to five years to reach an 80% hourly renewable match, a screen we will compare as US states write their own.
Google data center hearing in Hermantown, Minnesota, shut down due to protests
The vote slipped a day after police closed the hearing, and an $80 million subsidy ask is already withdrawn, so we treat local consent as a line on the schedule.
Amazon settles legal battle against AWS managers accused of data center deal kickbacks
Two former managers settled over fees on Virginia build-to-suit leases, with a Nov. 2 trial still set for the developer, so we flag related-party land in diligence.
Aurora lawmakers reject data center moratorium amid resident calls of 'shame'
The pause failed on a procedural vote and would not have covered an application already accepted, which is why we still value sites already in queue.
Morning edition
Top signal
It's projected to cost ComEd $3.1B to connect data centers to the grid
Thirty projects need $3.1 billion in wires against $721 million in deposits, and that gap is the cost allocation fight we expect every large-load tariff to have next.
Power
Evergy says data centers won't raise your rates. Here's how that works
Loads above 75 MW pay for dedicated infrastructure, post collateral, and sign 12 to 17 year contracts with exit fees, terms we now price into every site plan.
Consumer advocates warn Missouri lacks data center cost safeguards, but regulators disagree
The open question is who carries generation built for a campus that leaves early, and we expect exit fees and minimum bills to keep tightening as that debate spreads.
Clean energy groups, states oppose MISO's large load-generation study plan
Eleven of 15 state commissions want more protection before a 120-day fast track for 200 MW loads paired with nearby generation, so we would not count on that path for 2027 energization.
Why new Utah data centers are building 'off-the-grid' energy
State law lets loads near 100 MW build closed private generation and pay their own transmission, which moves the screen from utility capacity to gas access and land.
Data centers
OpenAI applies for federal permit to build portion of Effingham County, Texas, data center on wetlands - report
The Georgia campus seeks to fill 72 acres of wetlands on a 2,600-acre hub with 3.2 GW contracted, a reminder that Army Corps permits can set the schedule even after power is secured.
SpaceX secures $40bn in debt financing, Elon Musk says
Large balance sheets are still raising GPU money while smaller neoclouds report tighter credit, so we weight site demand toward tenants with revenue outside AI hosting.
Thieves repeatedly steal copper and tools from Culpeper data center construction site
Three break-ins since September, one taking over $200,000 in copper piping, make site security a line item for rural construction phases.
Gas and pipelines
Southeast Connector's 1 Bcf/d Capacity Blocks Outrun Likely Data Center Demand
East Daley risk-weights 42.5 GW of announced load in the line's six states to about 0.75 Bcf/d, so we read utility commitments beyond one block as bets on peak days and coal retirements.
EQT becomes the nation's leading natural gas 'juggernaut' with a $13B deal as data center, export demand surges
A combined 9 Bcf/d producer with 3,700 miles of pipe and a Q1 2027 close gives Appalachian sites one large counterparty for long-term supply deals.
Anthropic is burning gas to feed the AI boom
The S-1 lists competition for gas, pipeline capacity, and grid access as risks, which tells us tenants now underwrite fuel supply the way they once underwrote fiber.
Land and deals
BLM evaluating pitch for second data center on public land in Idaho
A 3,700-acre pitch near an existing substation shows federal land entering the site mix, though BLM says a notice of intent is likely a year or more away.
Council hears annexation, rezoning requests, QTS update
About 840 acres next to a $10 billion campus are moving to heavy industrial zoning, with a signed letter of intent under NDA on 684 acres and a final vote set for November 23.
Trinity council delays vote on nearly 184-acre rezoning request
A 141-acre piece is marketed as a data center site and more than 50 residents objected, so we expect industrial rezonings near homes to keep slipping a cycle.
Policy and regulation
Lawmakers say push from public, governor behind new batch of proposed data center guardrails
Bills filed for 2027 include a statewide pause for facilities at 20 MW or more through 2028, so we treat New England sites as on hold until the session settles.
Charlotte extends its data center moratorium for 11 months
The unanimous vote runs the pause to October 18, 2027, and the city is waiting on the legislature for downzoning power, so we expect new Charlotte applications to sit for a year.
Pittsburg City Council places 45-day moratorium on new data centers amid resident protests
The pause stops later phases of an approved project but leaves phase one alone, which is why we value sites with entitlements already in hand.
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