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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22 of 94 filings
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 ↗
Three structurally different state-level outcomes in one week, all in the ratepayer-protection family. Oklahoma is the cleanest version: statute-only, no PUC tariff layer, 75 MW threshold, effective July 1, and the 60-day pre-acquisition notice provision is...
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 ↗
PJM's 'Powering Reliability Through Market Design' paper is the most significant single regulatory-process document in the PJM footprint since FERC's December 18, 2025 order on co-located generation (which Cliff has been tracking via the pjm-er26-1088 page)....
PJM Inside Lines / Utility Dive / Modo Energy / PR Newswire / ROI-NJ / Daily Caller (yournews) ↗
The North Carolina cluster has reached critical mass through the May 4-10 window in three layered ways. Layer 1 (local moratoria): Harnett County's unanimous 1-year approval on May 4 — driven by Sen. Jim Burgin's disclosure that a developer was 'earnestly...
NC Newsline / Sanford Herald / Axios Charlotte / WBTV / Spring Hope Enterprise / NCleg ↗
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...
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 ↗
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) ↗
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 ↗
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...
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 ↗
Bloomberg, DCD, and CoStar all confirmed April 29–30 that Compass Datacenters is pulling out of the Prince William Digital Gateway data center corridor in Northern Virginia. Sequence: Virginia Court of Appeals blocked the project March 31 after years of...
Per yesterday's update, the Virginia General Assembly rejected most of Governor Spanberger's substantive amendments to HB 1393 (Bolling) / SB 253 at the April 22 reconvened session, returning the bills to her desk as-passed. The constitutional clock to sign,...
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...
Dominion Energy reported Q1 2026 operating EPS $0.95 vs $0.86 consensus, revenue $5.02B vs $4.47B. Commercial sales +8.4% YoY led by data centers; weather-normalized sales +4.3% LTM. Total contracted data center capacity reached ~51 GW as of March 2026, a...
Dominion Energy Q1 2026 earnings (Investing.com) ↗
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...
QTS Realty Trust filed an appeal Apr 30 (hours before the deadline) to the Virginia Supreme Court asking it to overturn the Court of Appeals ruling that nullified Prince William County's 2023 zoning amendments authorizing the 22M sqft Digital Gateway...
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...
Virginia DEQ's revised guidance APG-576 ('Diesel Engine-Generator Set Procedure for Writing New and Modified Permits') became effective April 9, 2026. New sections set presumptive BACT for both emergency and non-emergency gen-sets at data center stationary...
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...
PJM issued the RFI Apr 16 to LSEs, large load participants, hyperscalers, generation developers, DR/DER aggregators, EDCs, and state commissions. Two-phase backstop procurement for 14.9 GW: bilateral phase Sept-Mar (PJM + Charles River Associates as...