Tagged

data centers

50 articles

July 4, 2026 6 min read

Data Center Load Flexibility Is Now an Equipment Spec

Data center load flexibility trades curtailable load for faster interconnection, and utilities enforce it with owned breakers and relays. The procurement read.

data centersload flexibilitylarge load

Read Analysis DistroForge Research

June 25, 2026 6 min read

Hyperscalers Own Generation: The Data Center Buyer Shift

Hyperscalers now own and finance generation outright. What hyperscaler-owned generation means for data center equipment procurement.

hyperscalersdata centersgeneration

Read Analysis DistroForge Research

June 24, 2026 5 min read

FERC Large Load Interconnection Order: 6 RTOs on the Clock

The FERC large load interconnection order gives six RTOs 60 days to rewrite data center tariffs. What the show-cause ruling means for equipment buyers.

FERCdata centerslarge load

Read Analysis DistroForge Research

June 19, 2026 5 min read

AI Ratepayer Protection Meets State Utility Law

The AI ratepayer protection pledge is voluntary. State utility regulation, not Washington, decides who gets to buy power directly. A procurement read.

ratepayer protectionretail choicedata centers

Read Analysis DistroForge Research

June 14, 2026 5 min read

Who Pays for Data Center Grid Upgrades? FERC's June 18 Decision Will Set the Answer

FERC votes June 18 on data center grid upgrade costs. The RM26-4 ruling follows three coordinated industry moves in 60 days. Here is what to watch.

FERCdata centerscost allocation

Read Analysis DistroForge Research

June 9, 2026 4 min read

Data Center Substation Design Is a Procurement Decision

Data center substation design now decides the bill of materials. Footprint, schedule, and storage choices are reshaping what utilities buy and when they buy it.

substationsdata centersgas-insulated switchgear

Read Analysis DistroForge Intelligence

June 3, 2026 5 min read

CAISO Transmission Plan: $6.7B and the Equipment Wave

The CAISO transmission plan just approved $6.7 billion across 38 projects. Here is the high-voltage equipment buyers should plan to chase, and when.

CAISOtransmissionPath 15

Read Analysis DistroForge Research

May 22, 2026 3 min read

DOE’s May 2026 PJM Order: Backup Power and Procurement Limits

What DOE Order 202-26-23 authorized during May 18–20, and why that emergency window did not establish equipment purchases or runtime specifications.

DOE PJM data center curtailment orderPJM emergency curtailment data centersDOE order grid reliability

Read Analysis DistroForge Research

May 19, 2026 7 min read

Pennsylvania Large Load Tariff: 'But For' Cost Allocation

Pennsylvania's first-in-nation large load tariff puts hyperscalers on the hook for upgrades they trigger. The procurement timeline compression starts now.

Pennsylvania PUClarge load tariffdata centers

Read Analysis DistroForge Research

May 10, 2026 7 min read

Evergy Gas Pivot: 4.7 GW, 90% Solar Cut, SPP Procurement Wave

Evergy's Q1 2026 IRP raised gas to 4.7 GW, cancelled 2.4 GW of wind, and slashed solar 90%+. Here is the Kansas-Missouri equipment math that goes with it.

EvergySPPdata centers

Read Analysis DistroForge Research

May 9, 2026 2 min read

Utility Data Center Strategies: What the Disclosures Support

Generation proposals, affordability concerns and distributed storage raise different procurement questions. Follow the project evidence.

data centersutility strategyload growth

Read Analysis DistroForge Research

May 7, 2026 6 min read

Utility Data Center Plans: What Q1 Disclosures Actually Prove

Separate utility load agreements, generation plans and supplier commitments using original AEP, Entergy, Duke and Xcel disclosures.

hyperscalerdata centersutility capex

Read Analysis DistroForge Research