Tuesday, November 3, 2026173 stories
Models, agents, laws and the companies putting AI to work. Dated, sourced, no noise.
AI and energy news: power for data centers
The power behind AI: data center energy deals, small modular reactors, batteries and how utilities use AI on the grid.
4 min
Google Voltus virtual power plant deal grows to 1,070 MW
The Google Voltus virtual power plant in PJM grows to 1,070 MW under a contract through 2040, after the first 100 MW was fulfilled and over-subscribed.
4 min
Microsoft NiSource power deal adds 1.1GW for Indiana campus
The Microsoft NiSource power deal runs 20 years from 2028, adds about 1,100 MW to NiSource's GenCo pool and 600 MW of battery storage in Indiana.
4 min
AEP fuel cell plant to supply Google with 702 MW in Wyoming
The AEP fuel cell plant near Cheyenne will cost about $4 billion and sell 702 MW to Google for 20 years, fully operational by the end of 2028.
5 min
FERC approves PJM large load registry, rejects curtailment plan
FERC approved the PJM large load registry for sites of 50 MW or more on October 9, 2026, but rejected PJM's plan to curtail data centers in emergencies.
4 min
Google Constellation nuclear uprates add 890 MW to PJM grid
Google Constellation nuclear uprates: a 20-year deal adds 890 MW at 11 reactors in PJM, backed by more than $4.3 billion of Constellation investment.
5 min
AEP Ohio data center rules now require 180 days' notice
New AEP Ohio data center rules require 180 days' notice before a grid connection, and the data center pays for the new power bought to serve it.
4 min
Centrus X-energy HALEU contract sets fuel deliveries from 2030
The Centrus X-energy HALEU contract includes prepayments from X-energy and fuel deliveries scheduled to start in 2030 from Centrus' Ohio plant.
5 min
Texas data center audit targets ERCOT's 474 GW queue
The Texas data center audit Greg Abbott ordered on August 3, 2026 covers a 474 GW ERCOT queue, about 90% of it data centers.
4 min
Crusoe ON.energy AI UPS deal covers 5GW of AI campuses
Crusoe ON.energy AI UPS deal: 5GW of grid-buffering power systems for AI campuses, commissioning from 2026 into 2027 and validated against ERCOT rules.
4 min
Kairos Power Hermes 2 reactor breaks ground to power Google
Kairos Power Hermes 2 reactor broke ground in Oak Ridge on April 17, 2026; it will send up to 50 MWe to TVA for Google data centers from 2030.
4 min
Google Wilbarger County data center gets 20-year AES power deals
AES will build, own and run new clean power plants beside the Google Wilbarger County data center in Texas under a series of 20-year power purchase agreements.
4 min
Clearway Google power purchase agreements total 1.17 GW
The Clearway Google power purchase agreements cover 1.17 GW in Missouri, Texas and West Virginia, over $2.4 billion of projects, for up to 20 years.
4 min
Switch geothermal PPA buys 13MW from Ormat for 20 years
The Switch geothermal PPA with Ormat covers 13MW from the Salt Wells plant in Nevada for 20 years, with delivery expected to start in Q1 of 2030.
4 min
Meta nuclear deals secure up to 6.6 GW for AI data centers
Meta nuclear deals with Vistra, Oklo and TerraPower could support up to 6.6 GW by 2035 for its AI data centers, including Prometheus in Ohio.
4 min
ON.energy transformer deal with Prolec GE covers 5 GW
The ON.energy transformer deal secures 5 GW of Prolec GE transformers for its medium-voltage AI UPS at US data center campuses from 2026.
5 min
Virginia data center rate class sets 85% minimum charge
The Virginia data center rate class makes users of 25 MW or more pay for 85% of contracted grid capacity for 14 years, used or not.