North America
Data centre news.

On 9 October the regulator turned down PJM's proposed interim service that would have let large loads connect without matching new capacity, while approving its large-load definition and registry (Utility Dive).

San Francisco and Oakland passed 45-day pauses on new data centres (SFist). Memphis postponed its moratorium vote to 20 October, and Shelby County's commission advanced its own moratorium at first reading, by 5 votes to 4 (Action News 5).

Hudspeth County confirmed the $15bn data centre with on-site power (KFOX), which Baxtel reports is planned at 350MW, starting with 80MW (Baxtel).

The on-premises rack-scale computer maker's Series D was led by Eclipse, with AMD Ventures and Atreides Management joining (Pulse 2.0).

An amended agreement with Kentucky Power lifts the Muskie campus to 1GW, with the second 500MW phase pulled forward to 2029, subject to regulatory approval (Finviz).

LS Power's oversubscribed Fund VI will back generation, storage and grid assets, including about $1.7bn committed to buying Constellation gas assets (POWER).

Plans filed with Indiana County in August and reported this week describe a 36-building AWS campus of about 2,200 acres at the Homer City Energy Campus, built from December 2026 to 2036 alongside a 4.5GW gas plant (Baxtel).

The agreement covers 690MW, funds uprates and a licence extension, and sits alongside a retail supply agreement for Amazon's PJM operations (Constellation).

The permit covers construction of a 300MWe BWRX-300 at Clinch River; TVA still needs a separate operating licence (Neutron Bytes).

Anthropic will buy mainly CPU-based cloud capacity from Akamai over seven years, with the contract expected to start in the second half of 2027 (ITPro).

The Department of Energy selected 31 projects across 26 states, about $5.25bn including cost-share; three name data centres or AI loads as beneficiaries (Enerdata).

DigitalBridge is now a SoftBank subsidiary, run as a separately managed platform under Marc Ganzi, at about $3.1bn of equity (SoftBank).

Crusoe's round includes NVIDIA, GIC, QIA and TPG among others, and the company says it has more than $140bn of contracted value (Crusoe).

Governor Spanberger signed Executive Order 22, restricting non-disclosure agreements, reviewing diesel backup generators and noise, creating an AI task force and proposing local approval for projects over 25MW, with legislation planned for 2027 (Cardinal News).

The new laws require disclosure of power, water, land and workforce use, and make data centres pay a proportionate share of the grid costs their load creates (Mayer Brown).

Aligned started a three-building, 2GW campus at a former coal plant site in Beaver County, with Holder Construction and Kokosing building and dedicated onsite power (Construction Review Online, Baxtel).

Bloomberg reported, citing people familiar with the plans, that Microsoft aims to grow from about 12GW of owned and leased capacity to more than 38GW by 2032. Microsoft declined to comment (DCD).

Vantage Data Centers closed a five-year, $2bn revolving facility led by Evercore and Wells Fargo to fund pre-construction work across North America (W.Media).

The EPA finalised a partial repeal of the 2024 standards for existing steam units and carbon capture requirements for new baseload gas, effective 16 November (J. J. Keller).