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

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

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

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

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

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

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

Equipment and interconnection queues lengthened in the latest quarterly reports.

Alphabet raises 2026 capital spending to $195 to $205 billion

The increase adds about $15 billion to the guidance given three months ago, with roughly 40 percent of the total going to data centers and networking. Management said supply constraints persist.

Data Center Dynamics

OpenAI contracts 3.2 GW from Georgia Power for a Savannah area campus

Project Camellia spans about 1,400 acres in Effingham County across four buildings, and the utility delivers that load in phases between 2028 and 2032. It is the first site OpenAI designs and builds itself.

ConstructConnect

Generation adequacy reports came due at FERC from all six grid operators

PJM, MISO, SPP, CAISO, ISO New England and NYISO had to set out how enough generation will exist to serve new large loads, with milestone schedules attached. The filings follow June show cause orders on interconnection tariffs.

Federal Energy Regulatory Commission, Docket RM26-4

Hut 8 signs a second 352 MW lease at Beacon Point

The new agreement doubles one tenant's contracted capacity at the Texas campus to 704 MW and lifts campus base term value to $19.6 billion. Utility capacity behind the portfolio now reaches 1,330 MW.

Hut 8

FTAI books a $1.465 billion order for mobile turbine generator sets

J&F Power Systems signed a master supply agreement with an unnamed international cloud provider and placed the first order under it. Units ship in batches through November 2027.

FTAI, via GlobeNewswire

PowerPlay AI starts a 400 MW development behind the meter near Abilene

The venture is progressing natural gas service agreements and selecting a preferred independent power producer, on an unincorporated site with existing pipeline and fiber. First power is targeted for 2028.

PowerPlay AI, via PR Newswire

Power procurement led the week again.

TSMC expands Arizona commitment to $265 billion

The expansion tightens Southwest electrical equipment and trades near term; long term, US fab capacity is the relief valve for the GPU squeeze.

Data Center Knowledge

BlackRock infrastructure arm launches Coravel with a 140 MW anchor lease

The Global Infrastructure Partners and ACS platform opens with a 1.7 GW portfolio and a signed hyperscaler tenant in Dallas Fort Worth.

Global Infrastructure Partners

Supermicro ships rack door heat exchangers rated to 240 kW

The rear door units mount on standard racks in air cooled buildings, so hosting high density AI hardware no longer requires a plant rebuild.

Supermicro, via PR Newswire

Grid operators file with FERC on serving large loads

All six regional operators must justify or rewrite interconnection rules for loads over 50 MW. Flexible loads connect faster, and smaller builds sit below the federal threshold.

Utility Dive

Crusoe and Lancium announce a 1 GW Texas campus

In Childress, Lancium owns the land and power while Crusoe builds and operates the compute, a split structure showing up in more large AI builds.

Crusoe

Nebius secures $1.7 billion for onsite fuel cells

Industrial Development Funding and Oaktree are funding Bloom Energy units across Nebius US sites, structured like a solar farm rather than sitting on the compute balance sheet.

Industrial Development Funding and Oaktree, via PR Newswire

Contractor data: battery storage is now on virtually every new build

The same session reports diesel coverage down to 15 to 40% of load on new designs, buildout costs near $13 million per MW, and queues reaching 7 years above 100 MW.

ESS News