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July 30, 2026

Peter Cook, Editor

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And now, the news…

The Power Connection Digest Issue #66

PJM’s Proposal to FERC Targets Data Centers and Other Large Load Customers

From Babst Calland: Data centers and other large-load customers should monitor PJM’s forthcoming proposal to the FERC around the Large Load Registry, Reliability Backstop Procurement, Interim Resource Adequacy Service, and compensation for reduced load. Stakeholders may also wish to engage with state and federal regulators given PJM’s emphasis that state action will be necessary to implement and regulate the program.

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PJM proposes data center registry with teeth

Large energy users in 13 states could see their power curtailed during power shortages under the grid operator’s new plan.

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Developer eyes 930-acre data center in Ransom Township, Pennsylvania

Mudiita Infra’s website states that it is looking to develop a 930-acre data center in Lackawanna County, almost double the size of the parcel it bought earlier this week. The website also says that construction would occur in phases, and that the data center would provide 750MW of capacity.

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Nvidia And OpenAI Discussing $500 Billion Data Center—Here’s What We Know

Nvidia and OpenAI have held talks to spend roughly $500 billion on a data center in southern Ohio, potentially becoming the largest such project by power capacity in the world by far.

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Nvidia's $250B guarantee for OpenAI Ohio campus proves debt markets said no

The fact that the world's most valuable chip company must serve as lender of last resort for its most prominent customer — is the most important signal in this story.

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AES Ohio settlement calls for 1% bill increase, stricter data center controls

AES Ohio customers may see about a 1% increase on their bills beginning Jan. 1, 2027, after the energy provider, the Ohio Consumer’s Counsel, the city of Dayton and other parties filed in a settlement of the company’s three-year electric distribution rate case.

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Ohio Supreme Court case to decide if residents get any say on data center in their back yards

As a data center developer finalized a deal to build a massive campus in a small community south of Columbus, the company asked local officials to do more than approve the agreement.

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Proposed Legislative Rule Could Change Electricity in West Virginia

Should the government favor one energy industry over another, particularly when both operate in West Virginia, employ West Virginians and contribute severance-tax revenue to state coffers? These questions are not new. They have been asked time and again in different regions of the country and across different industries.

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PJM grid hit by voltage disturbance after data center load abruptly drops offline - report

The US’ largest grid operator, PJM Interconnection, saw a large proportion of data center load abruptly disconnect from its grid on Wednesday (22 July), causing a voltage disturbance felt from Washington, DC, to Chicago.

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Power Just Failed Exactly Where the Framework Said It Would

The data centers’ own protective control systems detected the disturbance and did precisely what they were built to do, disconnect fast to protect the equipment inside. At gigawatt scale, done simultaneously across dozens of facilities, that protective reflex became the disturbance itself.

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Utilities Ask for $18.6 Billion in Rate Increases Through First Half of 2026

At the same time, investor-owned utilities are planning at least $1.4 trillion in capital expenditures by 2030, so the pipeline of rate increases may break still more records yet.

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Dynamis Power Solutions Awards Baker Hughes Major Power Generation Order for Data Centers, Oil & Gas

Baker Hughes to supply NovaLT™ industrial gas turbines packaged with generators, gearboxes, and control systems

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The Industry Financed Its Economics Before It Finished Its Feasibility

The rating agencies, in other words, are starting to price feasibility risk directly into the cost of capital, which is precisely what should have been happening from the very beginning.

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Meta plans to back a $14-billion data center in Texas

Meta Platforms and BlackRock plan to build a 1-gigawatt data center complex in Texas that will cost about $14 billion to develop, adding to a wave of investment in the computing hubs that power artificial intelligence.

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Galaxy Expands Data Center Footprint with Acquisition of 500 Acre Campus in McGregor, Texas

Galaxy's second data center campus in Texas will grow the Company's footprint, with the execution of a services agreement with the utility for interconnection facilities to support the campus and an initial development phase expected to reach 74 MW, which Galaxy believes has the potential to grow into a multi-hundred-megawatt campus.

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Texas leaders discuss growing concerns over data center expansion, power grid impact

Texas Agriculture Commissioner Sid Miller said regulations on data centers are overdue, pointing to concerns about the state’s power grid and future demand.

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Texas energy agencies respond to governor’s data center directive by requesting more authority from lawmakers

ERCOT and the PUCT said they’ve already taken steps to regulate large energy consumers and called for the state legislature to expand their authority.

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Protect the Permian, power West Texas

As the oil and natural gas industry continues to evolve and lead the way in innovations to meet domestic and global energy needs, power demand has outpaced the electrical infrastructure needed to sustain West Texas’ growth.

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Power West Texas launches campaign supporting Permian Basin Reliability Plan

A new campaign is calling for the timely completion of a major electric transmission project aimed at meeting growing power demand across West Texas.

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AI's Future Must Return to the Edge: How Power Constraints and Local Politics Are Redefining AI Infrastructure

AI demand is colliding with two hard constraints: grid capacity and local politics around hyperscale. Our industry’s most feasible strategy is a distributed edge-and-regional architecture that spreads load, shortens permitting fights, and still feeds the clusters that anchor today’s AI platforms.

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The Missing Middle: How Community-Led Microgrids are Rewiring the Grid

Cascadia Renewables and Sulis Energy are betting that the future of the grid isn’t bigger — it’s local..

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First advanced, liquid-fueled nuclear reactor in US secures key safety approval

The US Department of Energy approved a Nuclear Safety Design Agreement establishing regulatory alignment for an experimental molten salt reactor under construction at Abilene Christian University.

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A Lease Is Not a Data Center

A lease proves demand. It does not prove financing, construction, or delivery. Those are separate milestones, and each deserves its own underwriting because the period between customer commitment and operating infrastructure is where billions of dollars of capital are still at risk.

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The Flywheel is Hosting a Texas Data Center Virtual Career Fair

September 16 is a virtual career fair for data centers and companies supporting the industry (power generation, construction, trades, etc.).

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