Signal & Scale

More than 700 gigawatts of electricity requests from very large power users, mostly data centers, have accumulated across parts of the U.S. Midwest, Mid-Atlantic and South. That is a huge number. It is also easy to misread. 700 GW of power requests does not mean 700 GW of data center load will actually appear on the grid. Some requests represent financed projects moving toward construction. Othe..

더보기 Pennsylvania did not ban data centers. Executive Order 2026-05 ends fast-track permitting, mandates developer-funded grid upgrades, and requires local consent. Here is what it means for hyperscaler CAPEX and Amazon's $20B footprint.Pennsylvania has not enacted a ban on AI data centers. Under Executive Order 2026-05 signed on August 18, 2026, Governor Josh Shapiro officially excluded commerc..

더보기Nvidia is providing up to $105 billion in contingent residual-value guarantees for OpenAI’s 8 GW data center buildout. Here is how the Land, Power, Shell (LPS) structure works and what it means for AI infrastructure risk.Nvidia’s $105 billion commitment to OpenAI’s data center is not a direct cash investment, but a cumulative cap on contingent residual-value guarantees tied to 20-year facilit..