January 15, 2026

Peter Cook, Editor

“Yuge” announcements about data centers and power this week, including from President Trump.  Plus Meta’s new President, a big nuclear deal, PROPWR announces yet another contract, top predictions for 2026, and more!  Grab a cup of coffee, silence your phone, and check it out.

 

Oh, before we get to that, a big “welcome back” and shout out to the sponsors who have already signed up to return for the 2nd Annual Permian Power Connection Conference (being held June 8-9 in Midland).  Thank you to FO Permian (Platinum), Warren CAT (Gold), Tyton Power (Gold), ITC Tax (Gold), Gravity (Gold), Bracewell (Gold), OY6 Capital (Silver), and Nidec Power (upgraded to Silver)!  And a hearty welcome to our new sponsors TEC Sales (Gold) and TTS (Silver)!  So happy to have everyone on board!  Many more sponsor announcements coming soon!

 

And now, the news…

The Power Connection Digest Issue #39

2026: The Gigawatt Era Begins

Bill Kleyman, who will be moderating our Keynote Panel at the 2nd Annual Permian Power Connection Conference, shares a fantastic article.

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Trump says major tech companies will pay for AI data center power consumption

President Donald Trump announced on Monday that he is set to reach agreements with major technology companies to prevent the rapid expansion of data centers from increasing utility bills in the United States.

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Microsoft’s Brad Smith pushes Big Tech to ‘pay our way’ for AI data centers amid rising opposition

Smith's comments come as data centers have faced opposition in towns where they want to build.

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Dina Powell McCormick named Meta president

Dina Powell McCormick, wife of Sen. Dave McCormick and former Trump advisor, has been named president and vice chair of Meta, the social media titan behind platforms like Facebook, Instagram and WhatsApp.

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Meta Locks In Up to 6.6 GW of Nuclear Power Through Deals with Vistra, Oklo, and TerraPower

The agreements, finalized through Meta’s nuclear request-for-proposals (RFP) process launched in December 2024, mark one of the largest corporate nuclear procurement efforts in U.S. history.

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ProPetro’s ProPWR wins Coterra microgrid deal in New Mexico

ProPWR, continues to rack up contracts a year into operation. A division of ProPetro, ProPWR has executed a contract to provide turnkey power for the development and installation of distributed microgrids throughout the New Mexico portion of the Permian Basin with a subsidiary of Coterra Energy Inc.

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Cotton proposes allowing data centers to build own power plants, electrical networks

The legislation is intended to allow energy-intensive industries to build customized electricity systems without affecting existing power grids and to save consumers money.

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WSJ: America’s Biggest Power Grid Operator Has an AI Problem—Too Many Data Centers

Increasing demand from tech industry threatens to max out generation capacity in 13-state region; rate increases anger consumers

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Texas Gets Tough on Data Center Power – Who’s Next?

Texas’s SB6 legislation shifts grid costs and reliability duties to large-load users, setting a template that could spread beyond ERCOT.

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Galaxy Digital stock rises after Texas grid operator approves data center expansion

Mike Novogratz’s Galaxy Digital shares are up Thursday morning after the firm secured approval to add 830 megawatts of power capacity at its Helios data center campus in West Texas.

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The time-to-power crisis no one’s talking about

The constraint is not potential megawatts on a site. The constraint is actual time-to-power with signed agreements.

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Top 5 Data Center Industry Trends and Predictions for 2026

#1: “Power: Bring Your Own Power, Or Be Left Behind”

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Powering AI: How Data Centers Are Rewriting Power Generation

The last decade was about connecting the world; the next one will be about energizing it.

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The AI Land Rush Is a Power Auction, Not a Real Estate Cycle

Here is the uncomfortable truth we keep skirting around. The so called data center boom is not a real estate cycle. It is a power auction disguised as one.

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The next phase of the AI boom may not come from chipmakers

Point blank, we have a power problem, and nuclear energy is one possible solution to it.

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Video: Power Distribution Strategy Is Important for Smart Manufacturing

As manufacturers push to digitize operations, reduce emissions, and become more flexible, one critical piece of infrastructure is often overlooked: electrical power distribution.

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Strong natural gas demand accelerates US pipeline construction

Strong demand for natural gas, driven by LNG exports and industrial use, is fueling the largest US pipeline capacity increase since 2008, with 12 projects set for completion in 2026 adding 18 bcfd of capacity.

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Podcast: More Power that's Faster and Fairer — Roundtable Discussion

AI-driven load growth is forcing Texas to rethink transmission, distributed flexibility, and what “reliability” means in an energy-only market.

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AI Data Centers Are Outbidding Bitcoin Miners for Cheap Power

Bitcoin miners are losing access to the cheapest electricity as AI data centers aggressively secure long-term power contracts.

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