In scope: generation (nuclear, gas, renewables), PPAs and offtake, grid interconnect queues, power arbitrage, energy ownership as a moat, transformer and switchgear lead times, energy cost pass-through. Out: the buildings themselves (datacenters), the cost of a token (inference-economics).
| Type | Source | Published |
|---|---|---|
| REPORT | ERCOT Market Notice M-A080326-01 — Update Regarding Batch Zero Timelines and Processes ERCOT · Electric Reliability Council of Texas Governor Abbott directed ERCOT to verify data-centre Large Loads before interconnection; ERCOT missed the 2026-08-07 Batch Zero classification deadline and sought a PUCT good-cause exception (Planning Guide §5, §9) ahead of the 2026-08-20 open meeting. | 2026-08-03 |
| REPORT | EIA expects record electricity generation in 2026 and 2027 (September 2026 STEO) U.S. Energy Information Administration · EIA US generation 4,368 BkWh in 2026 (+2.2%) and +1.7% in 2027; sales 4,135 BkWh (2026) and 4,211 BkWh (2027). West South Central the largest regional contributor to sales growth from data centres — stated while acknowledging the Texas pause. BkWh only; no GW of data-centre load. | 2026-09-09 |