Good morning. A federal AI land push collides with the Interior secretary's tech investments, OpenAI rethinks 2027 capacity and utilities redraw who pays for the buildout.
Top Stories
BURGUM'S AI LAND PUSH COLLIDES WITH HIS TECH INVESTMENTS
ProPublica
Doug Burgum holds an estimated $18.1 million to $64.4 million in AI companies while Interior promotes data centers on public land. His agency says he follows federal ethics rules.
OPENAI RECONSIDERS ITS 2027 CAPACITY AFTER THE VOTER REVOLT
The Wall Street Journal
Leaders discussed whether local bans and slowdown measures require resetting the company's 2027 data-center expectations.
DEMOCRATS MOVE FROM LOCAL BANS TO A NATIONAL DATA-CENTER PAUSE
CNBC
Bernie Sanders called for a moratorium while House members lined up broader limits on AI development.
PG&E CUTBACKS PUT 15 GW OF CLEAN PROJECTS AT RISK
Canary Media
More than 60 renewable and storage projects could face connection delays as wildfire liabilities squeeze grid investment.
DTE AGREES TO A $3 BILLION SALE TO FUND A $44 BILLION BUILDOUT
Planet Detroit
The utility is selling its non-utility DTE Vantage business, with closing expected in the first half of 2027. The five-year plan includes 7.6 GW of wind and solar, 2.1 GW of gas and 2.7 GW of storage.
Power & Grid
REVOLUTION WIND REACHES FULL 704-MW OUTPUT
Canary Media
The $6.2 billion project is the third U.S. utility-scale offshore wind farm to enter full commercial operation.
CAISO COUNTS $33 MILLION IN DAY-AHEAD MARKET BENEFITS
RTO Insider
The grid operator says EDAM has delivered almost $33 million since its spring 2026 launch.
SOLAR-PLUS-STORAGE HITS 16% OF NEW U.S. UTILITY SOLAR
Utility Dive
EIA says the share could reach 19% in 2026 and exceed 30% among planned 2027 and 2028 additions.
HULL STREET BUYS 1.4 GW OF HYDRO AND STORAGE
Power Engineering
The closed deal includes the 1,168-MW Northfield Mountain pumped-storage plant and 14 hydro stations.
BLACK HILLS BILL RISES $16 AS A $20 SURCHARGE LOOMS
South Dakota Searchlight
Regulators approved $27.4 million in annual revenue. A separate interim charge for the Lange II gas plant is scheduled for December.
Data Centers
DATA CENTERS LIFT SOUTHWEST WHOLESALE POWER PRICES 8.6%
Organ Mountain News
A Dallas Fed model attributes a $2.93-per-MWh increase in Arizona and New Mexico to large computing loads.
EATON SAYS THE 800-VOLT DATA-CENTER SHIFT IS UNDERWAY
Utility Dive
Its 2-MW solid-state transformer passed a new UL standard. McKinsey says the architecture could cut non-IT capital costs by up to 18%.
GEORGIA'S NEW UTILITY MAJORITY TARGETS DATA-CENTER COSTS
WRDW/WAGT
The incoming commission plans an affordability docket, a cost-allocation review and limits on shutoffs during extreme weather.
TAYLOR COUNTY WRITES DATA-CENTER RULES AFTER A MILL CLOSURE
FOX49
Draft protections cover water, noise, gas turbines, cleanup guarantees and ownership disclosure. Commissioners have not adopted them.
THE DATA-CENTER BACKLASH COULD DEEPEN BIG TECH'S MOAT
Yahoo Finance
Higher barriers favor incumbents with existing campuses while Jefferies expects new construction to migrate to friendlier states.
Stat of the Day
$23B
Cleaner-generation investment in DTE's new five-year plan
It includes $15 billion for renewables, $6 billion for combined-cycle gas and $2 billion for storage.
DTE Energy ↗