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The Data Center Daily

PJM, ERCOT and Investors Wrestle With AI Load — July 29, 2026

Wednesday · 9 min · Episode 64 · 8.7 MB
0:00-9:05

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PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interconnection assets.

In this episode

  1. PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines — PJM Inside Lines

    # PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines Author: Jason McGovern Published: 2026-07-27T20:10:41+00:00 Source: insidelines.pjm.com (insidelines.pjm.com) Language: en ## Story PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines - [Home](https://insidelines.pjm.com/) -…

  2. CenterPoint expects 14 GW of demand added to grid in ERCOT batch - Houston Business Journal — Houston Business Journal

    CenterPoint expects 14 GW of demand added to grid in ERCOT batch - Houston Business Journal Preview this article 1 min With mass amounts of new large-load projects trying to get interconnected with ERCOT, the grid operator has developed a new batch process to better evaluate groups of proposed facilities and how they impact the grid together. Now that projects have been submitted to the initial…

  3. Nevada's electric utility is suing a major data center company. Here's why. - The Nevada Independent — The Nevada Independent

    Nevada's electric utility is suing a major data center company. Here's why. - The Nevada Independent Close # The Nevada Independent Support Our WorkEspañol - Voter Guide - 2026 Candidate Announcement Tracker - Special Projects - Lombardo Promise Tracker - Fact Checks - Voter Guide - 2026 Candidate Announcement Tracker - Special Projects - Lombardo Promise Tracker - Fact Checks - Voter…

  4. Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead — InfotechLead

    Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead Search # Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity 27/07/2026 Orange and global infrastructure investor Morrison have entered…

  5. TPG Reportedly Eyes $3B Acquisition Of Data Center Firm — Bisnow

    TPG Reportedly Eyes $3B Acquisition Of Data Center Firm - United States News - National Real Estate News News # TPG Reportedly Eyes $3B Acquisition Of Data Center Firm Data Center Capital Markets July 28, 2026 | 3:35 p.m. ET Asset management giant TPG appears to be preparing a major push into the booming data center market. TPG is in talks to acquire Netrality Data Centers at a value of…

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