OG&E announced a contract with Google for three new data centers in Muskogee and Stillwater. Google will cover 100% of grid-connection costs and pay all contracted charges regardless of consumption (take-or-pay capacity), and will contribute capacity from two new solar facilities. OG&E said the agreement will form the basis of a stand-alone 'large-load' tariff to be filed with the Oklahoma Corporation Commission no later than July 1, 2026. OG&E stock +5.6% pre-market.
Primary source · OG&E press release ↗
Why it matters
Add to byog-byong-state-patchwork.md as a new utility-led cost-allocation template. The structure (hyperscaler pays 100% of interconnection + take-or-pay capacity + contributes generation) is the demand-side mirror of the VA cost-shift fight and the Texas SB 6 financial-commitment requirement — three different regulatory mechanisms converging on 'data center pays its own way.' OG&E's July 1 OCC filing is a live regulatory clock to add to the open-investigations list; the Electric Service Agreement and Capacity Purchase Agreement will be public docket material. This is also the first deal where a hyperscaler is *contributing generation capacity* as part of the tariff structure — that's a structural precedent BTM-product-surface.md should track.
Related filings
Meta Hyperion / 10 gas plants / 7 GW / 30% LA grid expansion
Hyperion is the largest single-site hyperscaler gas-fleet buildout in US history. The 10-gas-plant, 7+ GW figure is roughly 2x the next-largest hyperscaler gas commitment on the public tape (Microsoft's Quincy WA campus, ~3.5 GW gas commitment) and roughly...
Yahoo Finance / The Cool Down / WinBuzzer / EnergyNow / Energy Connects / Utility Dive ↗
Hut 8 / Beacon Point / Nueces County TX
Hut 8 Corp (Nasdaq: HUT) — formerly a Bitcoin miner, similar pivot trajectory to IREN — announced on May 6 the commercialization of the first phase of its Beacon Point AI data center campus on a 525-acre site in Nueces County, Texas (near Corpus Christi). The...
Hut 8 / PRNewswire / DCD / KRIS-TV / CoinDesk ↗
PJM EIT / Stargate restructure
PJM filed its Expedited Interconnection Track (EIT) proposal February 27, 2026 in response to FERC Order EL25-49 (issued December 18, 2025) directing PJM to revise its Open Access Transmission Tariff to address co-located load and behind-the-meter generation...
FERC / PJM / Day Pitney / Digitimes ↗
NC / HB 1004
WRAL and Data Center Knowledge confirm North Carolina lawmakers have moved HB 1004, the Ratepayer and Resource Protection Act, into the 2025-2026 General Assembly. Filed April 27, 2026. Threshold: facilities with peak electricity demand of ≥40 MW...