Tagged

data centers

27 articles

May 6, 2026 7 min read

Hyperscaler Utility Capex 2026: Three Q1 Strategies

Q1 2026 hyperscaler utility capex disclosures from AEP, Entergy, Duke, and Xcel reveal three competing buyer strategies plus a NERC Level 3 mandate. Procurement implications for distribution buyers.

hyperscalerdata centersutility capex

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May 2, 2026 6 min read

GE Vernova's Q1: $42.4B Electrification Backlog, Prolec Fully Absorbed, Two-Source Strategy Now Mandatory

GE Vernova's Q1 2026 numbers and the February Prolec consolidation reshape transformer procurement. Backlog jumped 86% YoY, data center orders alone exceeded all of 2025, and one of the two qualified North American suppliers most municipals carry just became one.

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May 2, 2026 7 min read

MISO's Anti-PJM Auction: 141 GW Cleared, Prices Halved, and the Solar Surge That Did It

MISO's 2026-27 Planning Resource Auction cleared at $116-126/MW-day annualized, roughly half last year's $212-217 range. Solar accreditation jumped 59% and 5.6 GW of new accredited capacity entered the market. The signal for distribution equipment buyers in the 15-state footprint is the opposite of PJM.

MISOcapacity auctionsolar

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May 1, 2026 7 min read

PJM at the Inflection: 220 GW Queue, FirstEnergy's Refusal, and the Hull Street Veto

Three PJM market-design moves in six days redraw the procurement map for distribution equipment buyers in the 13-state footprint. What the convergence means for 2026-2028 buying.

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April 30, 2026 7 min read

PJM Reopens Its Queue: 220 GW Across 800 Projects

PJM's first new interconnection cycle since 2022 brought in 800 projects totaling 220 GW. The procurement implications for substation transformers, switchgear, and protection equipment across 13 states.

PJMinterconnection queuegas generation

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April 24, 2026 4 min read

Data Center Moratoriums Relocate Equipment Demand, They Don't Erase It

Maine became the first state to enact a data center moratorium. Twelve more are filing bills. Here is where the equipment demand actually goes.

data centersmoratoriumsgrid infrastructure

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April 21, 2026 9 min read

The $1.4 Trillion Utility Capex Wave: What It Means for Transformer Procurement

U.S. investor-owned utilities plan $1.4T in capital spending through 2030, with $686B aimed at T&D. Here is what the new baseline means for transformer lead times, pricing, and sourcing strategy.

transformer procurementutility capexlead times

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April 13, 2026 6 min read

Data Center Grid Infrastructure Costs: The $10B Fight Over Who Pays

Data center grid infrastructure costs are triggering a political battle across 13 states. Who pays for $3.5B in upgrades that were overdue anyway?

data centersgrid infrastructurePJM capacity

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April 13, 2026 7 min read

Pad-Mount Transformer Procurement: Why 2026 Budgets Are Already Broken

Pad-mount transformer lead times are running 40-60 weeks and prices are 12-18% above 2023 levels. Here is what procurement teams need to know right now.

pad-mount transformertransformer procurementlead times

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April 13, 2026 12 min read

Solid-State Transformers: $500 Million and 140 Years of Disruption

Half a billion in venture capital says the conventional transformer's days are numbered. Here's what utility procurement teams need to know right now.

solid state transformersgrid modernizationequipment procurement

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April 12, 2026 8 min read

50 GW of Data Centers Are Rewriting Grid Procurement

Data center grid infrastructure demand is forcing utilities into a procurement race against 128-week lead times, aging fleets, and a 30% transformer shortfall.

data centersgrid infrastructureequipment procurement

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April 6, 2026 4 min read

FERC Large Load Interconnection Rules: What Changes for Equipment Procurement

FERC's RM26-4 rulemaking on large load interconnection reshapes how data centers and utilities procure transformers and switchgear. Key principles and timing.

FERCdata centersinterconnection

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