Topic
The backlog of requests from power plants, storage, and large electricity users awaiting grid-operator approval to connect, often taking years.
The San Francisco startup wants drone fleets to thin clouds over solar farms. The uplift range comes from its own model, the first large flight is targeted for 2027, and standard FAA rules forbid the profile.
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The September 21 directive tells Texas environmental regulators to stop all data center permits until two state audits finish. A dedicated gas plant behind the meter still needs an air permit from the same agency.
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ENRG began trading on NYSE Arca on September 22 holding 25 to 50 names. The rising data-center electricity demand behind the pitch reaches that book through uranium, copper and pipeline tolls. Two-thirds of its oil and gas producers are American.
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The five-year deal reported by Bloomberg takes Jane Street's rented GPU commitments to about $19 billion across two vendors, at a firm that already runs its own GPUs in Texas and owns equity in one landlord.
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ERCOT's conditional classifications cover 3.2 GW of Cipher projects, close to four times the 807 MW the company already has energized, and the 1.4 GW it can draw before transmission is finished comes with curtailment risk.
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TAR's off-grid mix of solar, wind, batteries and gas turbines costs more than grid power. What it sells is an earlier start date. The round closed as its first 20 megawatts came due.
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The London startup's pre-seed, led by Episode 1, sells speed into a market where the IEA counts more than $400bn of data centre capex and 2,500 gigawatts sit waiting in grid queues that no software clears.
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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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Governor Abbott's audit covers power, water, neighbors and ownership, and ERCOT has made finishing it the condition for Batch Zero to proceed. That puts almost 49.8GW of Texas projects behind a paperwork gate.
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Amazon walked away from Project Blue after the city council refused it a connection to municipal utilities. The orbital data center plans now sitting with regulators read better as a price tag on permitting delay than as an escape from it.
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Ken Paxton and James Talarico disagree about tax breaks and local control, but they ask for the same thing on water. That moves cooling design out of the campaign column and into the siting spec.
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The gear that energises a data centre has its own queue. That queue now sets the delivery date. Transformer order books are growing faster than the plants behind them, so a connection slot outranks a chip allocation.
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The queue is free to join and position sets who connects first, so developers file on every candidate site and build one. Utilities that started charging for a place in line watched their pipelines drop by 40% or more.
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The causer-pays standard makes a data centre the financier of the plant that feeds it. The Commonwealth now says it will legislate without the states, which puts the start date in a courtroom.
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Berkeley Lab counts 2,061 GW waiting to interconnect, and a wait that has grown by 25 months since 2015. The executives selling the bypass say buyers pay for it inside compute pricing.
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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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Only 37% of the roughly 700MW Europe added in the second quarter went to Frankfurt, London, Amsterdam, Paris or Dublin, on CBRE's figures. Grid waits explain most of the rest.
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Tesla cut its Powerwall lease by more than two-thirds after Base Power raised $2 billion. The product being sold is grid capacity, and the hardware is now an acquisition cost.
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Moratoriums in Denver, Oklahoma City and Aurora, plus a South Dakota law affirming local veto power, mean the next round of capacity has to be argued on grid, water and consent.
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