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
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28 of 94 filings
Plain-English framing: ERCOT runs the Texas grid. It received so many giant new load requests (the queue is over 230 GW, more than 70% data centers) that the normal process — make every project wait years for full transmission upgrades — would freeze the...
EPE Consulting / ERCOT / Zero Emission Grid / Seyfarth Shaw ↗
Plain-English framing: SB 6 is the Texas legislature's response to ERCOT receiving 225 new large-load interconnection requests in 2025 (vs. 152 total from 2022-2024) and tracking ~238.6 GW of large-load requests as of December 2025. The law says: any new load...
PUCT / Perkins Coie / Greenberg Traurig / Bracewell / EPE Consulting / Seyfarth Shaw ↗
Today is the single highest-density 'moratorium decision day' of 2026 so far. Four municipal-level decisions in geographically distinct markets (Mountain West urban, Sun Belt urban, central Kentucky rural, Mountain West regional capital) plus a structurally...
Two parallel Texas tracks. (1) Batch Zero (PGRR145 + NPRR1325) is ERCOT's proposed replacement for the existing one-at-a-time Large Load Interconnection Study (LLIS) process — instead of studying each new large-load request individually, Batch Zero would...
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 ↗
Two updates on the local-moratorium tape that fill in the May 11 picture. (1) Kingsland GA: the City Council votes tonight on a 90-day moratorium that City Manager Lee Spell publicly recommended on April 24. The political context shifted last week when...
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 ↗
HB 1030 was Colorado's primary 2026 attempt to attract data-center investment via tax incentives — the bill was first introduced in January and modeled loosely on the sales-and-use exemption regimes that Texas, Virginia, Georgia, Ohio, Iowa, Nebraska, and...
KUNC / CPR News / The Colorado Sun / The Durango Herald ↗
PGRR145 (Planning Guide Revision Request 145) and NPRR1325 (Nodal Protocol Revision Request 1325) are the two governance instruments that establish ERCOT's 'Batch Zero' large-load interconnection process — PGRR145 sets the planning-guide framework and...
ERCOT NPRR1325 + PGRR145 issue pages ↗
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 ↗
SB 484 (sponsored by Sen. Bryan Ávila with companion in the Florida House) cleared both chambers earlier in the 2026 session and was signed at a Lakeland press conference May 7 alongside several other technology-related bills. The statute directs the Florida...
WFSU / Florida Politics / Tallahassee Reports / Florida Senate (SB 484 bill text) ↗
NPRR1325 — Nodal Protocol Revision Request 1325 — operationalizes the Provisional Controllable Load Resource framework, which lets large loads (data centers in particular) commit to a partial-firm + curtailable service profile in exchange for a faster path...
ERCOT NPRR1325 issue page / EPE Consulting tracker ↗
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 ↗
Virginia Department of Environmental Quality's APG-576 (Diesel Engine-Generator Set Procedure for Writing New and Modified Permits) became effective April 9, 2026, with the new BACT (Best Available Control Technology) requirements applicable to air permit...
Virginia DEQ / Trinity Consultants ↗
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...
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...
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...
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...
The Data Center Consumer Ratepayer Protection Act of 2026 cleared the OK Senate unanimously and now returns to the House. Bill defines 'large load customers' as new facilities ≥75 MW grid demand; requires those customers cover their share of electricity +...
Reconvened session Apr 22 (vote count finalized through Apr 29): General Assembly bucked Spanberger on the Dominion-backed energy / data center package. Her three proposed weakeners — SCC sole discretion over undergrounding, halved spending cap, opt-out...
Manitowoc County WI passed unanimous 18-month moratorium Apr 21 after a developer approached three towns with land offers. Swain County NC unanimous 12-month Apr 22. Orange County NC unanimous 1-year Apr 22. Weaverville NC reclassified data centers + crypto...
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...