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October 1, 2026

Peter Cook, Editor

“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.”

 

Ferris Bueller could have said the same thing about data centers and power generation developments.  As you will see below, real deals and project advancements continue.  We can spend an entire day just reading about these and thinking about how to be involved.  Every now and then, you just need to go meet people, talk about the industry, and build the relationships that lead to those deals down the road.

 

Toward that end, we are adding speakers and sponsors at a dizzying rate for these two upcoming power events:

 

Marcellus Power Conference, Pittsburgh, October 21-22

 

Data Center Energy Industry Update, Houston, November 2

 

Take a look at the ever-expanding speaker & sponsor lineup!  And thank you to our wonderful groups of speakers for being willing to share their insights with us!

 

If you are planning to attend either event, book your hotel rooms now!  The booking deadlines are fast approaching and you can save hundreds per night by being in our room block!

 

We’ll see you there!

 

And now, the news…

The Power Connection Digest Issue #75

Google to be the Customer for Crusoe's Amarillo Data Center Campus

The campus is being built around the power available in West Texas, with a direct connection to a 265.5 MW wind farm already operating next door and another 265.5 MW wind project under construction.

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Kodiak Gas Services to power data center

A West Texas data center is turning to Kodiak Gas Services to provide 76 megawatts of behind-the-meter baseload power.

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New Era secures 207 MW with Vistra for its data center in Texas

New Era Energy & Digital secured the electricity supply for the first phase of Texas Critical Data Center through a 20-year PPA with a Vistra subsidiary. The contract will allow access to between 200 MW and 207 MW of power.

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FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction

PJM had planned to accept offers for backstop power supplies from Sept. 30 through Oct. 21 after falling short of its reserve margin targets amid aggressive data center load growth.

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Texas Close to Approving a 366-MW power plant for a Meta data center.

Two administrative law judges recommended approval of the ERock project, which would power the data center independently of the grid for up to five years while transmission improvements are completed.

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Atlas Energy Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with Leading Frontier AI Lab

The first cost reimbursement agreement supports the purchase of balance-of-plant equipment, the second agreement supports an incremental 283 megawatts of purchase commitments for Caterpillar power generation equipment. Additionally, Atlas executed a purchase agreement for 328 megawatts of generating capacity.

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Permian PBS Hosts a West Texas Data Center Town Hall

Very good hour-long show on data center challenges & opportunities featuring many Permian Power Conference participants. Check it out.

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NextEra Energy, partners tapped to develop $22B Texas power plant for data center

The U.S. Department of Commerce and the South Korean government said late Wednesday that NextEra Energy (NEE) and Related Companies, in partnership with Lewis Energy Group, were selected to develop Project Star, a $22B-plus energy infrastructure campus with 6.47 GW of generation capacity in Texas.

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𝗔𝗕 𝗘𝗻𝗲𝗿𝗴𝘆 𝗨𝗦𝗔 𝗥𝗲𝗮𝗰𝗵𝗲𝘀 𝟮 𝗚𝗪 𝗶𝗻 𝗦𝗲𝗰𝘂𝗿𝗲𝗱 𝗢𝗻-𝗦𝗶𝘁𝗲 𝗣𝗼𝘄𝗲𝗿 𝗳𝗼𝗿 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀

AB Energy USA has secured 2 GW of generation capacity across five on-site data center projects in Texas and Oklahoma, marking an important milestone as developers look for ways to bring reliable power and cooling online alongside new facilities.

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Texas politics could delay investment decision for huge Chevron data center

But the final investment decision, originally expected by the end of this year, could be pushed to 2027 following a moratorium on new data center permits imposed last month by Gov. Greg Abbott, according to Daniel Droog, Chevron's vice president for power solutions.

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Texas Data Center Site Selection Shifts Toward Power First Development

AI and hyperscale power demand is changing how developers evaluate land, power, generation and infrastructure for large-scale Texas data centers.

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Dash for small gas turbines set to impact data center costs

Sales of small gas turbines are surging as data center builders prioritize speed, raising long-term power costs and emissions.

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There’s a pipeline of deals—for pipelines—that will help power the AI boom

“There’s just such a demand for infrastructure right now, particularly on the [natural] gas side, as we sort of reshape the U.S. gas market with LNG demand coming online on the Gulf Coast and data center demand increasing.”

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From massive to micro, data center development is shifting again.

Emily Brown Easley (speaker at the Marcellus Power Conference!) shares her insights on a very interesting trend in data center development: going micro.

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How rethinking the grid could start with natural gas power solutions

Why natural gas could be a strong solution for data center power generation, and how AI will keep evolving industry expectations.

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DOE Allocating $1.9B for Grid Upgrades

U.S. Department of Energy (DOE) is allocating $1.9 billion across 26 states for grid upgrades, roughly 21,000 miles of transmission and distribution improvements.

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The Project That Started the Fight May Be the One That Survives It

A moratorium usually pauses future approvals while a government studies zoning, power, water, noise, tax policy or other impacts. It does not automatically unwind projects that are already approved, under construction or otherwise far enough along to have protected rights.

Read More

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