Topic
How AI and cloud campuses secure large blocks of firm generation capacity, including dedicated on-site or adjacent plants.
A New Era Energy subsidiary has contracted a minimum of 200 megawatts from a Vistra retail affiliate for two decades, covering Phase 1 of the Texas Critical Data Center only.
Reality
A three-month pilot with Quintrace, esVolta and LevelTen Energy shifted 9.2GWh of hourly solar certificates into the hours when Google's demand outran its renewables. The operators kept control of dispatch.
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Oracle says ten wind projects will put more than 1.7GW onto the ERCOT grid for its Abilene campus. Only two of the agreements carry a megawatt figure, and the larger of them is a virtual PPA over three farms already operating.
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ERCOT's conditional classifications cover 3.2 GW of Cipher projects, close to four times the 807 MW the company already has energized, and the 1.4 GW it can draw before transmission is finished comes with curtailment risk.
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The €13 billion Google is putting into Finnish data centres in 2027 and 2028 comes with a two-decade electricity contract that Fortum says will support its programme to extend the Loviisa reactors' operating life.
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Fervo's Cape Station geocluster in Beaver County, Utah is meant to begin operating in 2028, and Google holds an option to raise its offtake toward a gigawatt by June 2030. No price has been published.
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The RFP takes solar, wind or geothermal and scores bids on delivery timing and project maturity. That ranking tells you Project Jupiter needs matched megawatt-hours by a date more than it needs a preferred fuel.
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The geothermal operator has 163 MW of signed data-center PPAs and a 2028 build target needing about five times that. Its enhanced-geothermal pilots will not report costs until the contracts are running.
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We Energies' very large customer class makes any sub-A- offtaker post guarantees. S&P's July 9 cut to BBB- put Oracle three notches under that line.
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The Pike County mega-campus is being financed like utility infrastructure: a supplier-backed lease and power obligation of up to $105bn, with first compute due in 2028.
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A portion of Sunrun's PJM and MISO solar-plus-storage fleet will feed Voltus's Bring Your Own Capacity program, which sells accredited capacity to data center developers awaiting approvals.
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Commerce and Tokyo are funding early development on two gas hubs in Texas and Pennsylvania aimed at data centers. First power is targeted for late 2028, full build for 2032.
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Blue Energy and GE Vernova Hitachi will burn gas in Victoria, Texas from 2030 and start SMRs in 2032. The two-year gap is the part worth reading closely.
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