U.S. federal agency that regulates interstate electricity transmission, wholesale power markets, and natural gas and oil pipelines.
Oracle asked FERC on Oct. 13 to speed the 17.8-mile Green Chile gas pipeline, now due February 1, 2027 against a plan of August 15, 2026. The 170-day slip feeds a campus planning 2.45 to 2.5 GW, and the trucked-gas fallback could cost four times as much.
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The AI Energy Management Alliance launched Wednesday asking utilities and regulators to reward data centers that cut demand when the grid is strained, with Google pledging one gigawatt against a co-founder's claim that flexibility could free a hundred.
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Senate Democrats blocked Jon Husted's Ratepayer Protection Act 57-43, three votes short of the 60 it needed. Democrats want a mandate that makes large data centers pay for their grid upgrades, so for now no federal rule says who covers those costs.
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H.R. 9340 would have utilities recover the full incremental cost of new grid capacity from customers drawing 100 MW at one site, and it asks state commissions only to consider the standard. The Senate has not moved a data center bill.
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The AI Energy Management Alliance, founded with Nvidia and Emerald AI plus 18 partners, argues that cutting grid draw for under 100 hours a year beats waiting 5-7 years for upgrades. The record behind it is Google's own 1GW across six named utilities.
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Berkeley Lab counts 2,061 GW still waiting for a grid connection, a tenth less than a year ago, but the pool shrank because developers abandoned the line faster than new ones joined it, and the arrivals were mostly gas.
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PJM's filing would make any 50MW-plus site the first load curtailed unless it brings newly built supply, verified on PJM's calendar. Five other grid operators owe FERC the same answer.
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We Energies' very large customer class makes any sub-A- offtaker post guarantees. S&P's July 9 cut to BBB- put Oracle three notches under that line.
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