Top signal
OpenAI pledges data center power cuts
OpenAI says campuses it develops will cut power in a grid emergency, including up to 1,000 MW in Effingham County, so we now ask what a large load can turn down.
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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
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Power
AEP selects Jacobs and WSP to lead $37B transmission grid expansion across 11 states
AEP hired Jacobs and WSP to run a $37 billion transmission build, including $5 billion of lines for a 10.4 GW Ohio campus, so we tie that site's timing to those wires.
National Grid Advances Plans to Rebuild Long Island Gas Plants
National Grid has asked for about 1,550 MW of new gas units on Long Island, with a first unit hoped for by late 2027, so we wait on a real turbine slot before we count it.
Data centers
SpaceXAI launching two additional data center campuses in Mississippi to further expand Colossus 2
Two more Southaven sites, on about 56 and 53 acres, are aimed at roughly 420,000 GPUs by year end, so we treat pace on the existing gas-fired campus as the limit.
Nvidia in talks to backstop Nscale's Monarch Compute Campus project for Anthropic - report
A reported Nvidia guarantee above $5 billion would back debt for the first building on a 2,250-acre West Virginia campus, so we count vendor credit as part of the build.
Digital Realty revenue hits $1.9bn, with a $2.5bn backlog
Record leasing left a $2.5 billion backlog and 1.5 GW under construction, 63 percent pre-leased, and we see little of that book tied to the neocloud names in the news.
Envision claims to be running the world's first 800VDC data center in Ulanqab, China
Envision says an 800-volt system is already running compute at a planned 3 GW campus in Inner Mongolia, so we watch whether that rack design shows up on sites here.
Gas and pipelines
FERC clears East Tennessee's 110-mile Ridgeline Expansion to enter service for TVA's Kingston gas plant
Federal staff cleared a 110-mile line, up to 300,000 dekatherms a day, for TVA's planned 1,500 MW Kingston plant, so we mark the gas path ready while the plant is still ahead.
Matador's San Mateo to build 20 miles of gas pipeline, 300-MMft3d processing train under new Delaware Basin deals
A new 300 million cubic foot a day train and about 20 miles of pipe in New Mexico, due by the end of 2028, is more Permian processing capacity we will track for fuel.
Chevron Keeps Microsoft Data Center Plan Despite Texas Pause
Chevron still targets first gas-fired power in 2028 for a Microsoft project in the Permian and says the state already signed off, so we keep that date on the list.
Land and deals
Hermantown approves plans for data center
A unanimous vote approved a special-use permit and a shutdown plan for Google's 500 MW proposal, but lawsuits are open, so we do not treat Hermantown as clear to build.
KDDI, Telehouse complete $294m London land deal for new data centre
Telehouse paid about $294 million for London Docklands land that already has 65 MVA, which we read as secured power setting the price more than the acreage.
Policy and regulation
Gallatin City Council to discuss 6-month pause on data centers. Here's what to know
Tuesday's second reading would pause new data center applications in Gallatin for six months, next to Meta's 900-acre campus, so we wait on that vote.
Michigan township urges developers to drop data center plan. Its future is uncertain
Delhi Township voted 6-0 to oppose a proposed 1 GW campus on 423 acres and told the developers to stop, so we treat the Lansing-area site as stalled.
Commissioners approve pass regulation to define data centers
Darke County put a data center definition into zoning for three townships so it can seek a pause next, which we read as a step to slow projects, not invite them.
Here are six Kentucky counties where data centers could factor into local elections
Races in at least six Kentucky counties turn on data center decisions already made, so we expect Tuesday's results to change who will hear the next site.
Data Centers, Affordability, and the Ballot Box: What the 2026 Midterms Mean for the Power Industry
Half of Americans now oppose a data center within three miles of home, up from 28 percent in January, and we expect large-load rules to stay in play after Tuesday.
Morning edition
Top signal
Wisconsin utility Alliant Energy expects to sign 1GW of data center supply contracts in next six months
Alliant expects 1 GW more on top of 3.4 GW already contracted and lifted 2027-2030 capex 19% to $15.9 billion, so we read Iowa and Wisconsin as utilities still taking large load.
Power
Vistra acquires Cogentrix, adding 5.5GW of natural gas capacity
Closing on 10 gas plants and about 5.5 GW takes Vistra to nearly 50 GW, much of it in Pennsylvania, New Jersey and Maryland, where we expect buyers to seek supply for large load.
PJM's Tx Owners Would Lock In What a Data Center Pays
A 10 to 20 year minimum payment with a make-whole charge and posted security would move grid cost risk onto the data center side, so we budget for collateral at interconnection.
Mitsubishi Heavy gears up to boost US gas turbine production
A planned $490 million addition to Mitsubishi Heavy's Georgia turbine plant helps, but we still treat a turbine slot as a gate on gas-fired power for a new campus until units ship.
Six Illinois nuclear reactors to receive part of $5 billion federal grant
Most of a $5 billion federal grant to modernize eight nuclear plants goes to Illinois's six stations, which we read as more output from sites already on the grid, not new ones.
Data centers
ServerDomes breaks ground on domed data center campus outside El Paso, Texas
A 350 MW off-grid plan on 700 of 2,000 ranch acres, powered behind the meter by gas, began after the county judge said residents had no notice, so we watch local pushback there.
Google commits $160m to develop water treatment plant for planned data center in Negeri Sembilan, Malaysia
Google paying $160 million for a shared 65 million liter a day water plant shows hyperscalers funding public water to win sites, a trade we expect to see asked for here too.
Plans announced for 45MW data center campus in Oman
A campus still in design and approvals, aiming for Q2 2028 and up to 100 MW, is an announcement, so we would count it only once a first phase has power and a tenant.
Green to develop a new data center campus in Birr, Switzerland
Green bought a 250,000 sqm former ABB brownfield site but named no capacity or cost, so we file it as land banked for later phases, not capacity coming online.
Fluidstack breaks ground on $4 billion data center project in Cameron County
Phase one started on 1,100 acres near Harlingen after the city tabled a drainage deal, so we read the county permit as enough to build while wastewater plans are still changing.
Gas and pipelines
TerraVolt plans 240 MW behind-the-meter data center campus in Idaho
Options on Cassia County land near the Williams Northwest Pipeline, with a firm gas supply deal behind 240 MW of islanded power, are the gas-first site model we track.
A WKY agency is wielding eminent domain for a gas pipeline. Landowners say they're being bullied.
A public agency has sued in more than 20 cases for easements on a 53-mile line backed by $30 million in state money, so we treat easement fights as schedule risk on new gas laterals.
SpaceX Florida gas pipeline: proposed 32.4-mile route
A 32.4-mile, 16-inch private lateral off Florida Gas Transmission, with one customer holding all capacity, shows us how a single large user can bring its own gas line.
Land and deals
Land slated for 'Powhatan Tech Park' data center campus sells for nearly $10M
A Vantage entity paid about $9.4 million on Oct. 21 for 180 acres already approved for data centers, roughly $52,000 an acre, which we read as a price for entitled land.
National Grid buys land in Teesside, UK, for 3.2GW substation to power AI data center
The grid operator buying more than 70 acres for a 3.2 GW substation before a data center partner is chosen shows us power land being secured ahead of the tenant.
Hagerstown weighs annexation of 171 acres as most speakers oppose data center use
Annexing 171.88 acres from county industrial zoning into city industrial mixed use was pushed to Nov. 10, and one parcel sits outside the water growth area, so we wait on that vote.
City Council approves zoning for massive data center in west OKC
Zoning for nearly 300 acres inside city limits, after months of deferrals, gives Oklahoma City its first hyperscale-level site, so we treat the Beltline Energy parcel as entitled.
Policy and regulation
Larimer County is tackling data center rules by listening to the public. Over 7,000 have responded so far.
Draft rules would block data centers drawing over 30 MW and offer no incentives, with a vote in January, so we treat unincorporated Larimer County as closed to hyperscale.
Landover data center project faces new hurdle
The county closed a 2021 loophole so the Brightseat Park plan must go back to the council, which we read as prior approvals in Prince George's County no longer being safe.
Alpena County approves data center moratorium resolution
The county can only urge townships and the city to pause data centers, since they hold zoning, so in Michigan we check each township's status before the county's.
Lake County set to extend data center moratorium into June 2027
Commissioners moved to pause applications through June 11 with hearings Nov. 17 and Dec. 1, waiting on the legislature, so we keep unincorporated Lake County off our list.
Representative Eugene Vindman introduces H.R. 10950: Data Center Oversight Act
A bill with no cosponsors would make data centers of 20 MW or more file public reports with the Energy Department, so we note it as a disclosure push, not a near-term rule.
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