Issue 03

Turbine backlog and slot reservations grew to 116 gigawatts, PG&E counted 12.7 gigawatts of pipeline against 490 megawatts signed, and one Texas campus raised $3.5 billion at 9.875 percent.

3 August 2026 · items collected 21 to 27 July 2026 · 7 items

A Teraplex cluster on piedmont grassland with the transmission line running behind it.

  1. GE Vernova books more than $5 billion of data center orders so far this year

    That is more than double the 2025 total. Gas Power equipment backlog and slot reservations grew from 100 to 116 gigawatts, with at least 125 expected by year end.

    GE Vernova · read 27 July 2026

  2. PG&E puts its data center pipeline at 12.7 gigawatts, 490 megawatts signed

    Another 3.9 gigawatts sit in final engineering, and the utility expects to serve 1.8 gigawatts of new load by 2030. CEO Patti Poppe said projects under one gigawatt dominate the queue.

    Utility Dive · read 27 July 2026

  3. FERC gives PJM until the end of September on governance changes

    Chairman Laura Swett set the deadline at a technical conference, with reforms imposed if the grid operator does not move. PJM covers 13 states and the District of Columbia.

    Utility Dive · read 27 July 2026

  4. Galaxy prices $3.5 billion of secured notes at 9.875 percent for a Texas campus

    The Dickens County site is sized at 400 megawatts of utility capacity and 260 megawatts of critical IT load, funding two buildings and eight data halls.

    Galaxy Digital, via PR Newswire · read 27 July 2026

  5. Comfort Systems backlog reaches $14.06 billion, up 73 percent in a year

    Second quarter revenue came in at $3.27 billion against $2.17 billion a year earlier, and backlog rose from $12.45 billion at the end of March.

    Comfort Systems USA, via Barchart · read 27 July 2026

  6. Pennsylvania will require disclosure from data centers above 10 megawatts

    Sites using more than that annually must report energy and water use. The budget left the sales tax exemption in place, projected to forgo $2 billion in revenue by 2031.

    WITF · read 27 July 2026

  7. Crusoe and ON.energy will deploy 5 gigawatts of uninterruptible power at medium voltage

    The system sits inline between the power source and the data center, validated against ERCOT large load interconnection requirements. Commissioning starts in 2026 and extends into 2027.

    Crusoe · read 27 July 2026

Equipment and interconnection queues lengthened in the latest quarterly reports.