Topic
How AI and cloud campuses secure large blocks of firm generation capacity, including dedicated on-site or adjacent plants.
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.
Reality
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.
Reality
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.
Reality
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.
Reality
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.
Reality