THE MW DESK / BLOG
Source-linked analysis — not a press-release rewrite. Follow @Day2Gigawatt for the short version.
Data centers were on the ballot in at least 40 jurisdictions. The same week, Google and NTT signed for about 1.6 GW of on-site fuel cells. Siting got harder. Operators are buying down calendar risk.
Read →Dominion's GS-5 class hits January 1, 2027 with 14-year commitments and minimum charges. APS wants collateral and exit fees. The fight over AI power is becoming a fight over other people's bills.
Read →Record construction, 1.4% vacancy, GS-5 minima, Texas pause risk, 160-week transformers and hyperscaler credit wraps. Directional rents stay firm where power is real. Speculative shells pay in coupon, not in asking rate.
Read →CBRE: primary-market supply up 33.7% to 10.9 GW, construction at 7,481 MW, vacancy down to 1.4%. Northern Virginia sits at 0.24% vacant with 10.8 MW available. Scarcity is the product.
Read →AGC's 2026 survey: 28% of contractors worked a data-center job last year, and among them worker availability is the top delivery challenge. Capex announcements do not hire journeymen.
Read →Caterpillar's backlog hit $78B. Eaton's Electrical backlog is up 46%. Substation transformers sit past 160 weeks. Clearing a grid queue does not clear a factory queue.
Read →Abbott's audit freeze was supposed to run into December. Governor-elect Gina Hinojosa pledged a ban on approvals until the Legislature writes new rules. BMI already said the pause could run into late 2027.
Read →At least 14 Ohio communities banned or capped data centers on Election Day. Grove City now requires a public vote above 50 acres, 20 MW or 500,000 gallons a day. Local politics is a site criterion.
Read →Hyperscalers have signed roughly 8.5 GW from existing and restarting U.S. reactors. Conditional SMR deals top 45 GW. Only one data-center-tied new reactor is under construction. Do not confuse the two clocks.
Read →Entergy plans seven combined-cycle plants totaling 5,278 MW and about $12.9B around Meta's Louisiana campus. APS wants 4,000 MW of gas through 2036. AI load is rewriting utility resource plans in methane.
Read →CAISO will file a plan letting large loads connect before network upgrades finish — if they accept enforceable flexibility. PJM has a Large Load registry without a public queue. The wires are late; the contracts are changing.
Read →Google's Wyoming campus will be air-cooled. Chemours launched two-phase fluids that can cut cooling water toward zero. Grove City's ballot trigger includes 500,000 gallons a day. Water is now a siting veto.
Read →Alliant has 3.4 GW of data-center demand under contract and expects another 1 GW in six months. APS is writing collateral and exit fees for loads that never show. Announced MW is not spoken-for MW.
Read →Eight former mining platforms now lease capacity to AI tenants. Roughly 5.7 GW is under contract; only about 870 MW was billing by late summer. The asset is the interconnect, not the hashrate.
Read →Google's 702 MW Wyoming fuel-cell deal and NTT's 900 MW Bloom agreement put on-site generation on the same procurement path as chillers and switchgear. The IT load is still unpublished.
Read →Google is backstopping debt on TeraWulf's 480 MW Kentucky campus leased to Anthropic. The Bank of England is asking about loans to empty shells. Cost of capital just became a site attribute.
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