Cliff · Data center policy snapshot · May 9
Seattle · May 1
Mayor Wilson plans 365-day moratorium on facilities ≥10 MWBox Elder County · May 4
9 GW Stratos campus approved unanimously — 40k acres, off-grid gasMaricopa County · May 6
Project Baccara approved 4-1 — $36B / 700 MW gas DC near Luke AFBSedgwick County · May 6
90-day moratorium extended to Sep 11Hermantown · May 4
Council tables vote on Google $2B project + $80M / 28-yr abatementOneida County · May 8
Zoning advances proactive 1-yr moratorium — no proposal pendingBulloch County · May 6
Moratorium extended through DecemberDurham · May 4
60-day moratorium passed — 24-month follow-on intendedNorthampton County · May 4
32-month moratorium passed unanimouslyVirginia DEQ · May 7
APG-576 locks Tier 4 BACT as presumptive for emergency + non-emergency gen-setsJurisdiction
Topic
38 of 94 filings
Plain-English framing: in the U.S. grid, FERC (the federal regulator) governs interstate transmission, while individual state commissions govern local distribution and retail service. Data centers are so large that they blur the line — a single campus can...
Utility Dive / White & Case / American Bar Association / ENR ↗
Cheyenne is the weakest of the four outcomes for the pause camp. A motion failing to get a second in committee is the procedural equivalent of zero councilors other than the sponsor being willing to publicly support advancing the proposal. The 'no...
Cap City News / Wyoming News / Cowboy State Daily / Wyoming Public Media ↗
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 ↗
Cheyenne is the first city anywhere west of the Mississippi to introduce a data-center moratorium ordinance at the council level in 2026 (the Wisconsin/Michigan/Ohio/Indiana cluster is Midwest; the GA/NC/FL/AL cluster is Sun Belt; Texas has no moratorium tape...
Cowboy State Daily / KGAB / Cap City News / Wyoming News / Casper Star-Tribune ↗
Three more entries in the local-moratorium tape, each illustrating a different sub-pattern. Penn Township MI: pure preemptive moratorium with no land sold and no developer named. The Diamond Lake Association (the local lake-property-owner organization) drove...
WNDU / WSBT / IPM News / Washington Times-Herald / News4Jax / Seehafer News ↗
Three regulatory events in the same 24-hour window on May 8 — Pennsylvania PUC's model-tariff vote, PPL Electric's pending rate-case settlement (filed March 13, ALJ recommendation April 17, effective July 1), and Oregon PUC's PGE Schedule 96 directive —...
WHYY / WESA / Utility Dive / KGW / KOIN / Beaver County Radio / RTO Insider ↗
NVIDIA and IREN announced the partnership on May 7 with two simultaneous structural elements. The first is a $2.1B equity warrant: NVIDIA receives a 5-year right to purchase up to 30 million IREN ordinary shares at an exercise price of $70 per share (subject...
NVIDIA Newsroom / CNBC / DCD / Globenewswire ↗
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 ↗
Four ongoing local-level developments tracked into May 9-10. (1) Box Elder UT referendum filing: data-center opponents in Box Elder County applied this week (reported by CNN May 9 syndication, KSL May 7 reporting) for a November 2026 ballot referendum to...
CNN / KSL / WVPE / 95.3 MNC / Seehafer News / WBTV ↗
Microsoft's 2030 climate commitments include three distinct goals: (a) carbon-negative by 2030, (b) water-positive by 2030, and (c) 100% renewable matching for all electricity consumption on a 24/7 basis (the 'hourly matching' goal). Annual 100% renewable...
Bloomberg / TechCrunch / Seeking Alpha / Reuters / Yahoo Finance ↗
Three distinct state-level instruments and their May status: (1) Ohio Prohibition of Data Center Construction Amendment — a citizen-initiated state constitutional amendment that would write a 25 MW cap into Ohio's constitution. AG Dave Yost certified the...
Ballotpedia / Ohio Capital Journal / 13abc / Indiana General Assembly / Maine Governor's Office ↗
All four hyperscalers reported Q1 2026 earnings April 29 and collectively raised 2026 capex guidance to $725B vs $410B actually-spent in 2025 — a 77% YoY increase. Microsoft set 2026 capex at $190B (well above the $152B analyst consensus); CFO Amy Hood...
Tom's Hardware / Yahoo Finance / Sherwood News / CNBC ↗
Eight separate municipal / county data-center moratorium or restriction actions in 48 hours. Sedgwick County (Wichita-area) Kansas commissioners voted unanimously to extend their moratorium for an additional 90 days to September 11; this is the second...
SpaceX filed an application for property tax abatements with Grimes County, Texas, for a semiconductor fabrication and advanced-packaging facility branded 'Terafab' that would cost $55 billion in initial phases and up to $119 billion if all planned expansions...
Tom's Hardware / KBTX / TechCrunch / ERCOT ↗
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 ↗
Meta Platforms is working with Morgan Stanley and JPMorgan Chase on a roughly $13 billion financing package for its El Paso, Texas data center, sources told Bloomberg and Reuters. The majority of the package is expected to be structured as debt, with the...
Bloomberg / Reuters via Investing.com ↗
ERCOT's PRS is scheduled to vote on PGRR145 and NPRR1325 today, with the companion ROS vote tomorrow (May 7) and the Technical Advisory Committee (TAC) final stakeholder vote May 19-20. PGRR145, filed March 4, would create the Batch Zero process for large...
At Monday's contentious Hermantown MN City Council meeting, a Google Technical Infrastructure team representative gave the company's first in-person presentation on the proposed 1.2 million sq ft data-center site. Project disclosures: $650 million for Phase...
MPR News / Northern News Now ↗
After a packed Hermantown City Council meeting Monday night with hours of public comment, Councilor John Geissler moved to table both the tax-abatement and the development agreement for Google's 1.2 million sq ft data center, citing the need for clarity on...
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...
EdgeCore Digital Infrastructure announced the close of two limited-recourse senior secured term loans totaling $1.5 billion to fund construction of two single-tenant hyperscale data centers in Sterling, VA. AS01 (initial occupancy November 2026) and AS02...
Morningstar / EdgeCore press release ↗
Amazon Web Services filed suit in May 2025 against King George County after the new Board of Supervisors voted to renegotiate the 2023 performance agreement for AWS's 7.5M sq ft / $6B data-center campus. Amazon is seeking enforcement of the original zoning...
Washington Post (paywalled) via DCD ↗
Fleet Data Centers filed applications with Nevada state energy regulators April 20 to construct more than 350 MW of behind-the-meter natural gas and diesel power for two data center campuses at Tahoe Reno Industrial Center (TRIC) in Storey County, NV. South...
Two parallel local-opposition lawsuits this past week. Yorkville, IL: Preserve our Yorkville & Community filed against the City of Yorkville to halt the 1,034-acre Project Cardinal data center; April 24 court hearing extended to May 8 with both legal teams...
Two large hyperscaler footprint moves this past week. AWS: ~$15B planned investment in Northern Indiana for multiple data center campuses adding approximately 2.4 GW of capacity dedicated to cloud computing and AI workloads. Microsoft: the $3.3B Fairwater...
Microsoft / Mount Pleasant village ↗
Advocates for an Ohio constitutional amendment banning new data center construction with aggregate power demand exceeding 25 MW are working to collect 413,000 valid signatures by July 1 to qualify for the November 3, 2026 statewide ballot. Petitioning was...
Alphabet, Amazon, Meta, and Microsoft all reported Q1 essentially simultaneously this past week. Final guidance: Amazon ~$200B (vs $125B in 2025), Google $175–185B (vs $91B), Meta $115–135B (vs $72B), Microsoft $110–120B (vs $90B). Total Big Four 2026 capex...
The Virginia legislature on Apr 29 rejected all three of Governor Spanberger's substantive amendments to HB 1393 (Bolling) / SB 253: (1) striking the explicit cost-shift mechanism that assigns capacity + distribution infrastructure costs to high-load...
Tom's Hardware and Digitimes reported May 2 that OpenAI has in practice walked away from the original Stargate JV model (Jan 2025 announcement: $500B / 10 GW by 2029 with SoftBank + Oracle) and is now pursuing large bilateral compute-leasing deals — primarily...
NuScale Power (NYSE: SMR) gained over 10% Apr 30 on Amazon's announcement of three new SMR-backing deals, including a $500M investment in X-energy. The broader nuclear sector rallied; Amazon's structuring is similar to its prior June 2025 MOU with Dominion...
Related Digital announced Apr 25 financing close on the $16B / 1.4 GW 'The Barn' campus in Saline Township, Michigan. Capital stack: equity from Related Digital + Blackstone funds; long-dated fixed-rate debt anchored by PIMCO-managed funds and accounts. DTE...
Bank of America newsroom (Related Digital announcement) ↗
Indiana Utility Regulatory Commission unanimously approved the I&M / Google demand-response agreement for the $2B Fort Wayne campus. Google agreed to cut load when the grid is strained and to share clean-energy capacity with the system; I&M will discount...
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...
DTE Energy filed a $474.3M rate-increase request, with a conditional commitment to pause subsequent rate-increase requests for two years if the 1.4 GW Oracle/OpenAI 'The Barn' Saline Township campus energizes by 2027 and DTE wins other unspecified data center...
Amazon Apr 29 evening: Q1 net sales $181.5B (+17% YoY), EPS $2.78 vs $1.62 consensus, AWS revenue $37.59B (+28%, 15-quarter high). Andy Jassy committed ~$200B 2026 capex; Q1 capex $44.2B (+77% YoY). Bedrock token volume in Q1 alone exceeded all prior years...
Q1 2026 earnings dropped Apr 29. Microsoft outlined $190B in CY2026 capex (vs. ~$152B analyst consensus). Alphabet raised the full-year range to $180-190B from $175-185B and CFO Anat Ashkenazi said 2027 will 'significantly increase' from there. Meta raised to...
Apr 20 announcement: both top execs stepped down (Neugebauer remains on Board, Everson resigned from CFO role, both retained as observers). Interim Office of the CEO co-led by COO Jacobo Ortiz Blanes and board observer Anna Bofa; Heidrick & Struggles...
Escalation beyond the Mississippi Southaven air-permit appeal you already wikied: separate civil suit alleging xAI ran turbines in Memphis without required air permits. Couples with the Apr 9 SELC/NAACP appeal of the Southaven permit and the Jan 15 NSPS KKKKa...