January 22, 2026

Peter Cook, Editor

Exciting new conference announcement, a test for the Texas grid, and more big announcements and great analysis!

First, we are excited to announce the Marcellus Power Conference!  If you deal with power generation challenges & opportunities in the Northeast, please plan on joining us at the David L. Lawrence Convention Center in downtown Pittsburgh on October 21-22, 2026 where we will discuss this once-in-a-lifetime infrastructure boom.  Time-to-power is the focus now, and this is where you can meet those who need power and those who can provide it in the Northeast.  Sponsorship and registration are now open.

So now there are two must-attend events focused on power (not only for data centers, but also for oilfield electrification, bitcoin power, manufacturing, etc.).  Mark your calendars (and budgets) to make sure participate in June in Midland and in October in Pittsburgh!  For those interested in sponsoring at both, contact Pete Cook (pete@the-power-connection.com) to discuss package deals.

Turning to Texas, given the freezing temperatures forecast this for weekend, this will be an interesting test for data center power.  Those relying on the grid risk curtailment events (particularly due to weather-related emergencies).  We pray that this weekend is nothing like Uri back in 2021!

We’re thrilled to announce that PROPWR is returning to the 2nd Annual Permian Power Connection Conference as a Platinum Sponsor!  They will also be hosting the oh-so-popular espresso trailer by their booth in Midland this June 8-9!  If you see a short, pudgy bald guy drinking cortado after cortado at the conference, that will be me (Pete Cook).  Please say hello!

We are starting to really dive into the agenda for the 2nd Annual Permian Power Connection Conference.  If you have any topics (or speakers) you would like to see on the agenda, please send a note to power@the-power-connection.com with your suggestions.

And now, the news…

The Power Connection Digest Issue #40

Bloom Energy Releases 2026 Data Center Power Report

When Power Defines Growth: How Power Availability is Reshaping the Data Center Industry

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Data Centers in 2025: When Power Became the Gatekeeper

The era of easy expansion is over—success now depends on early alignment among utilities, governments, and capital.

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OpenAI pledges to “pay its own way” to power Stargate data centers

OpenAI has unveiled a new initiative to help prevent rising electricity costs in the regions where it is building its Stargate data center projects.

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ERCOT approves 830 MW expansion at Galaxy’s Helios site in West Texas

Galaxy will tap AEP Texas Inc for the additional power, which brings Helios’ total approved and connected capacity to over 1.6 GW.

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ERCOT working on a planning process to address data centers looking to come to Texas

In the short term, ERCOT said it has enough power to handle this weekend's potential winter storm, and it's also eyeing long-term strains by working on a new planning process.

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El Paso Electric proposes $473 million gas plant to power Meta data center operations

The estimated $473 million plant, if the application is approved by the Public Utility Commission of Texas, will be named the McCloud facility and will be used and paid for by Meta, according to El Paso Electric’s application to the utility commission.

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New Era Energy & Digital Partners with Primary Digital Infrastructure to Co-Develop Up to 1+ Gigawatt Hyperscale Data Center Campus in Texas

The campus will feature both grid and behind-the-meter power generation solutions with significant future expansion potential.

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Pampa, Texas’ $3 billion high-tech data center signals new era of growth for Gray County

The development is tied to Intersect, an energy company that has operated in Pampa for several years and was recently acquired by Google.

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Texas forecast to be top market for data centers in two years, increasing grid demand

As artificial intelligence pushes demand for more data centers, companies are drawn to the state’s relatively inexpensive land and natural gas that can run on-site power plants.

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Podcast: Oilfield360: Building a Billion-Dollar Energy Company: Nathan Ough’s Story

Nathan reveals how VoltaGrid went from a small startup to 1,500+ employees, the bold moves shaking up the energy sector, and the secrets to leading at scale without losing balance.

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Trump administration wants tech companies to buy $15B of power plants they may not use

The Trump administration wants the largest electricity grid to add $15 billion worth of new power generation — and he wants tech companies to pay for it, even if they don’t need the capacity.

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How the White House and governors want to fix AI-driven power shortages and price spikes

Administration officials said doing so is essential to win the artificial intelligence race against China, even as voters raise concerns about the enormous amount of power data centers use and analysts warn of the growing possibility of blackouts in the mid-Atlantic grid in the coming years.

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Washington Pivots to Gas, Coal and Nuclear for AI Baseload Power

The Trump Administration is prioritizing gas, coal, and nuclear as the backbone of new power generation to support surging data-center demand.

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Trump administration pushes PJM to hold ‘emergency’ auction to supply data centers

Capstone analysts said the proposal lacks binding authority, “reinforcing that this is policy signaling, not an imminent market reform.”

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President Trump Plans an “Emergency Power Auction”: What It Could Mean for Bitcoin Miners

This initiative aims to ease rising electricity costs. The plan could impact both the cryptocurrency sector and the broader economy in the lead-up to the 2026 midterms.

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Pennsylvania lawmakers hold hearing on how to make energy more affordable

Lawmakers heard testimony from PJM representatives along with regulators and advocates, with much of the discussion centering on the rapid growth of energy-hungry data centers and who should bear the costs associated with them.

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Ohio bet big on data centers; now it needs the power

From squeezing more power out of existing nuclear plants to betting on brand-new reactors, Ohio is becoming a test case for how—and who—pays to power the AI boom.

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EPA: Data Centers Must Follow Clean Air Act Standards with Large Generators

Semitruck-sized power generators that data centers use must comply with Clean Air Act standards, officials ruled on Thursday.

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What actually breaks first in AI data center projects?

Power timelines break first. Then political tolerance. Then capital patience. That is the order. Not because people are careless or malicious, but because the system is being asked to move faster than its physical and institutional limits allow.

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AI Data Centers Pushing Electric Grid into Meltdown

AI data centers on the East Coast are gobbling up so much juice that nonprofit grid operator PJM may be forced to enact rolling blackouts on its customers during both heat waves and exceptionally cold weather just to protect the grid’s integrity.

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Should Data Center Companies Take a Lesson From the Fracking Boom?

The oil & gas industry has the social license to operate in the Permian Basin. Can the data center industry replicate that? The challenge is it takes a lot of time to build it.

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Here's what kind of energy is fueling AI

Projected shortfall of energy capacity for Mid-Atlantic and Midwest data centers.

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