Google: 3.6 GW Deal, Only 890 MW New Under PJM Cutoff Plan - CRE AI Briefing, Oct 6, 2026
Google has contracted 3,590 MW (about 3.6 GW) from Constellation Energy in the PJM grid, but only 890 MW of it is new capacity: a 20-year deal funding upgrades at 11 nuclear units in Illinois, Pennsyl...
6 Okt 1min
TeraWulf: $100M Bill Credits for 1 GW Still Unapproved - CRE AI Briefing, Oct 5, 2026
TeraWulf has amended its electric service agreement with Kentucky Power, doubling contracted capacity at its Muskie Data Campus in eastern Kentucky from 500 MW to 1 GW and moving the second 500 MW pha...
5 Okt 1min
Google Pine Island: $1B Ratepayer Cost Fight - CRE AI Briefing, Oct 4, 2026
Minnesota's attorney general is challenging the Xcel Energy electric service agreement behind Google's Pine Island data center. Xcel says the deal delivers more than $1.1 billion in net benefits to it...
4 Okt 1min
Fermi: $6.5B 222 MW Lease Still Unclosed - CRE AI Briefing, Oct 3, 2026
Fermi's TensorWave lease on Project Matador is still unclosed: about $6.5 billion in expected revenue over a 15-year term for a 222 MW phase one. The lease is binding but not effective until closing, ...
3 Okt 1min
Apollo: $15B Japan Campus Needs 400 MW - CRE AI Briefing, Oct 2, 2026
Apollo is backing more than $15 billion for a Japan AI campus that taps up to 400 MW behind the meter at JERA's Chiba thermal plant, with operations targeted around 2028. Michigan's PSC locked Google ...
2 Okt 1min
Digital Realty: Megawatt Renewals Top 60% - CRE AI Briefing, Oct 1, 2026
Digital Realty told RBC that megawatt-plus renewals printed above 60% last quarter as power stays scarce, AWS surfaced as the end user on Homer City's 36-building campus tied to a 4.4 GW gas plant, an...
1 Okt 1min
Senate: AI Campuses Pay Full Transmission Costs - CRE AI Briefing, Sep 30, 2026
Senate leaders locked a bipartisan permitting deal that puts the grid upgrade bill on AI campuses. The American Affordability and Jobs Act from Sens. Heinrich, Lee, Capito, and Whitehouse would requir...
30 Sep 1min
California: Full Grid Bill on AI Campuses by Jan 2028 - CRE AI Briefing, Sep 29, 2026
California signed seven data center bills that put the full grid bill on AI campuses. Senate Bill 886 gives the CPUC until January 1, 2028 to set tariffs covering interconnection, transmission, distri...
29 Sep 1min
