Hyperscalers Are Buying Power Like Utilities, and Taking On Utility Risk
Three October deals show Google, Microsoft and Oracle absorbing volume, cost and regulatory risk once held by utilities, while FERC’s PJM order leaves the terms to state commissions.
New York and Texas Are Rewriting the Terms of Data Center Growth
New York and Texas are pausing different data center approvals. Texas is auditing projects seeking grid access; New York combines environmental review, grid planning, and community investment guidance to create a stronger foundation for responsible growth.
Brandon N. Owens
After FERC Said No: Who Now Decides How AI Load Connects, and Who Pays
FERC rejected most of PJM's large-load interconnection proposal on October 9 while approving Duke Energy Carolinas' 15-year minimum revenue commitment. What that leaves for states, utilities and AI data center developers.
Brandon N. Owens
