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July 2, 2026

Peter Cook, Editor

Big week here in the good ole U.S.A.!  Happy 250th on the 4th to everyone!  And what a thrilling win for the U.S. Men’s World Cup Soccer team last night!  So exciting.

 

The team here at The Power Connection wishes you and yours a wonderful and a safe 4th of July!  Enjoy time with friends and family, practice the National Anthem, grill some burgers, and cheer on the U.S. Men’s World Cup team in their match on Monday against Belgium!

 

Once we get past the celebrations this weekend, our team plans on turning our attention to the Marcellus Power Conference.  We’ll start reaching out to potential speakers & sponsors.  Let me know if you want to get ahead of the crowd in those conversations.  Shoot me a note now to get to the front of the line!

 

And now, the news…

The Power Connection Digest Issue #62

Gov. Greg Abbott Calls for Ban on Data Center Development in Rural Texas Neighborhoods

Abbott’s push for a prohibition in rural neighborhoods appears to go further than a sweeping regulatory framework he unveiled earlier this month, which called for data centers to add new power generation to the grid, pay for their own infrastructure costs, reuse their own water and implement measures such as setbacks, among other proposals aimed at limiting their impact on residential communities.

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Abbott slammed after sudden U-turn on Texas data center boom

The tougher tone marks a notable shift for Abbott, who publicly praised data center growth in Texas just months ago - but not without swift backlash from critics.

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Chevron says considering more deals to power U.S. data centers

Rep says Chevron is exploring additional data center deals across the U.S., just days after announcing an agreement with Microsoft to power a massive west Texas data center for 20 years.

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New Era Energy & Digital Announces Leadership Transition to Support Next Phase of Execution and Growth

Among multiple leadership announcements, Charlie Nelson, currently President and Chief Operating Officer, has been appointed Chairman and Chief Executive Officer.

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How to Build a 2-Gigawatt Distraction

Poolside announced a 2-gigawatt campus in Pecos County. Eight days later it quietly switched on a second site 20 miles away, on the same ranch.

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The Industry Is Quietly Moving Off-Grid

One of the clearest trends emerging across the industry is the growing interest in self-supplied generation.

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Vinod Khosla: AI’s energy crisis has a fix — and it doesn’t need the grid

Khosla claim: Linear generators convert fuel directly into electricity through a low-temperature, flameless reaction. There’s no combustion and no complex mechanical parts.

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US big tech secure power sites before data center construction

Unlike in some cases where companies build fabs or AI data centers and then draw power through transmission networks, foreign countries often determine factory locations based on where power is available.

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The Great Fragmentation of AI Infrastructure

The industry increasingly serves two very different computational functions. One category is optimized for training large models. The other is optimized for deploying and operating those models across the broader economy.

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Biggest US power grid PJM moves towards managing data center demand

Members of the PJM Interconnection on Tuesday voted to advance a plan to source more electricity ​to serve the rising data center demand that threatens to overtake regional ‌electricity supplies on the largest U.S. power grid.

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Shaking off the rust: Pennsylvania’s data center rise

How the Rust Belt state has become one of latest boom markets in the US.

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The Infrastructure Stack Is Collapsing Into One System

As computational intensity increases, decisions that once affected only servers now affect nearly every part of the infrastructure stack. What begins as a compute decision quickly becomes an infrastructure decision. The relationship works in both directions.

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Little talk of ‘world’s largest’ data center planned for southern Ohio

In late March, the DOE announced a public- private partnership with SB Energy to build the “world’s largest artificial intelligence data center” at the 3,700- acre Portsmouth site near the village of Piketon. Not a lot of updates since then.

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Regulate This

The Trump Card: What the xAI National-Security Filing Is Really About.

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How GE Vernova builds the massive gas turbines powering the AI data center boom

CNBC got an exclusive look inside GE Vernova’s largest gas turbine plant in Greenville, South Carolina.

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Solving the data center conundrum – America's next boomtowns may be nuclear towns

Oklo's Brian Gitt looks at the potential upside of going nuclear.

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Virginia Approves First-Ever Data Center Power Tax

Virginia’s new electricity tax on data centers, including self-generated power, is projected to generate $600M annually. This just strikes me as greedy politicians with no self-discipline. I think it is going to backfire.

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Turning Waves Into Watts to Power Future Data Centers

AI chipmaker NVIDIA is working with energy startup Eco Wave Power to harness wave power at oceanfront power plants to support AI data centers.

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