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October 8, 2026

Peter Cook, Editor

If you have not done so recently, check out the website for the Marcellus Power Conference, happening in a couple of weeks in Pittsburgh.  We’re thrilled to feature speakers and sponsors from Nebius, CNX, JLL, Saga Data Centers, WTW, Chariot Energy/Pumpjack Power, Emerson, Shale Crescent, INNIO, Red Post Energy, Long Ridge Energy, Jenbacher, Waukesha, and many others.  On top of that, we’ll be closing the conference with a behind-the-scenes tour of the off-grid power plant at Pittsburgh International Airport (should be really cool!).  Check it out and sign up!

 

And we are about to announce some exciting developments related to the Data Center Energy Industry Update being held in Houston on November 2!  Sign up now, before the announcements are made and the seats fill up!

 

And now, the news…

The Power Connection Digest Issue #76

Google secures 890 MW of nuclear power from Constellation Energy

Google/Alphabet says it has contracted 3,590 megawatts of power from Constellation Energy in the largest US power grid, PJM Interconnection, which serves 67 million people across 13 states and Washington, D.C.

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INNIO and Aggreko Extend Strategic Partnership Through 2031, Securing Long-Term Engine Capacity to Meet Growing Global Power Demand

“Global power demand is rising rapidly, while grid constraints are growing. Together with Aggreko, we are delivering reliable, efficient, and sustainable power solutions that help bridge these gaps and keep customers moving,” said Dr. Olaf Berlien, President and CEO of INNIO.

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INNIO Books 450MW Order

INNIO just booked a firm 450 MW order of containerized Jenbacher gas engines for behind-the-meter prime power at large North American data centers — deliveries targeted by 2028. When the grid can’t clear load on AI timelines, the equipment order book becomes the schedule. Come say hello to the INNIO team at the Marcellus Power Conference! These guys are making things happen!

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Pa. House passes bill requiring electricity companies to store energy for demand spikes

The legislation, which passed the state House in a 116-86 vote, would require major electricity companies, including PPL Electric Utilities, to create battery energy storage programs that would pump additional power into the grid when demand rises. The bill would require every electric company in the state to be able to store at least 3,500 megawatts of energy by 2035.

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From Coal to Compute: How Pennsylvania Is Rebuilding Power for AI Data Centers

Ron Vokoun comments on a recent article on two coal generation sites converting to support AI data centers.

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Ohio Grapples with How Much of the Queue is Real

AEP Ohio introduced a tariff requiring data centre developers to pay for the bulk of the capacity they request — whether they end up using it or not — plus exit penalties for walking away early.

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Fit Energy Will Use Gas-Powered Fuel Cells For Pennsylvania Data Center Project

The project is planned on land that has already been mined and quarried, putting previously used industrial property back into productive use rather than developing untouched forests or farmland.

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Crusoe has filed plans for a $4.8 billion data center campus in Jayton, Texas

Crusoe's model is all about monetizing stranded energy assets, turning gas that would be flared into compute capacity. Plus Jayton is in rural West Texas, which means cheap land and available gas. And really, anything written by Peter Perri III is worth a read.

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$22B data center and power campus dubbed Project Star planned for rural Encinal

San Antonio-based Lewis Energy Group, Related Digital and Florida-based NextEra Energy Resources are partnering to develop a $22 billion data center campus in South Texas. Jason Jennaro will be talking about why companies are choosing South Texas for their projects at the Data Center Energy Industry Update in Houston on November 2. Join us!

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Skybox addresses water and power concerns in Wichita Falls

Skybox DataCenter officials updated Wichita Falls City Council Tuesday on the project’s economic impact, water and electricity use, national security goals, and plans to remain active in the community.

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The Amazon Data Center Commitment Announced

Amazon makes a public commitment related to data center development, as well as $1B+ over five years for the communities in which they build.

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ERock, HD Construction Equipment Sign Multi-Year Engine Long Block Supply Agreement to Accelerate Manufacturing Capacity

ERock has entered into an agreement with HD Construction Equipment, a subsidiary of Hyundai, for a multi-year supply of high-efficiency natural gas engine long blocks for ERock’s RockBlock generator. The agreement spans 2027 through 2028.

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AI Infrastructure’s Next Phase: Capital, Power and the Right to Build

A week of billion-dollar financings, massive compute contracts, energy-first data center projects and new development rules offered a revealing look at where the AI infrastructure boom is headed next.

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