Weekly rundown
The week in AI infrastructure power, carbon, policy, and capital, in a five-minute read.
- Issue of Oct 12, 2026
Nuclear uprates, PJM cost fights and $260bn in canceled projects
Google and DOE back 1.3 GW of nuclear uprates, DOE presses PJM on who pays for data center load, and Heatmap counts $260bn in projects canceled after local opposition.
- Issue of Oct 5, 2026
Gas plans, PJM delay and nuclear PPAs shape data center power
Ameren files 10.6 GW of new gas, PJM pauses its 6.8 GW backstop, and Virginia bans data center NDAs as buyers sign nuclear and solar PPAs.
- Issue of Sep 28, 2026
Regulators start saying no, and geothermal says yes
The week of Sept 21: North Carolina rejects a data center gas plant, Northern Virginia closes its doors, the EU adopts a data center rating scheme, Fervo delivers first geothermal power, and Nscale raises $3.4B ahead of its IPO.