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    <title>The Grid Report</title>
    <link>https://thegridreport.news/</link>
    <description>AI infrastructure, energy, and data center news.</description>
    <language>en-us</language>
    <lastBuildDate>2026-06-05T05:30:10.368Z</lastBuildDate>
    <item>
      <title><![CDATA[Microsoft’s Work IQ APIs Turn Enterprise Agents Into a Context-and-Governance Surface]]></title>
      <link>https://thegridreport.news/article/microsofts-work-iq-apis-turn-enterprise-agents-into-a-context-and-governance-surface/</link>
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      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[A Grid Report systems brief on why Microsoft’s June 2, 2026 Work IQ APIs matter: enterprise agents are moving toward a compressed API surface with built-in context, cost controls, and governance.]]></description>
    </item>
    <item>
      <title><![CDATA[PJM’s BYONG Push Turns AI Data Center Interconnection Into a Self-Supplied Capacity Test]]></title>
      <link>https://thegridreport.news/article/pjms-byong-push-turns-ai-data-center-interconnection-into-a-self-supplied-capacity-test/</link>
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      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[A Grid Report policy brief on how PJM’s BYONG and connect-and-manage debate could force AI data centers to show matched generation or curtailment terms before interconnecting.]]></description>
    </item>
    <item>
      <title><![CDATA[Diesel Loses Its Default Role as AI Data Centers Chase Gas Power]]></title>
      <link>https://thegridreport.news/article/diesel-loses-its-default-role-as-ai-data-centers-chase-gas-power/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/diesel-loses-its-default-role-as-ai-data-centers-chase-gas-power/</guid>
      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[A new Grid Report infrastructure brief on why diesel is losing its default role in AI data centers as operators lean toward gas engines, gas turbines, and steam-based alternatives.]]></description>
    </item>
    <item>
      <title><![CDATA[AI Infrastructure Stocks Need an Infographic Basket, Not a Ticker Dump]]></title>
      <link>https://thegridreport.news/article/ai-infrastructure-stocks-need-an-infographic-basket-not-a-ticker-dump/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/ai-infrastructure-stocks-need-an-infographic-basket-not-a-ticker-dump/</guid>
      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[A Grid Report markets brief on why AI infrastructure stocks should be mapped as an infographic basket across compute, power, cooling, data centers, and financing.]]></description>
    </item>
    <item>
      <title><![CDATA[AMD Stock Needs a Portfolio-Tracker Lens, Not Just Chip-Cycle Headlines]]></title>
      <link>https://thegridreport.news/article/amd-stock-needs-a-portfolio-tracker-lens-not-just-chip-cycle-headlines/</link>
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      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[AMD belongs in an AI infrastructure portfolio tracker because data-center AI exposure, 13F ownership rows, and insider filing context can be mapped cleanly.]]></description>
    </item>
    <item>
      <title><![CDATA[Public Disclosure Trackers Need Filing-Type Labels Before Portfolio Claims]]></title>
      <link>https://thegridreport.news/article/public-disclosure-trackers-need-filing-type-labels-before-portfolio-claims/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/public-disclosure-trackers-need-filing-type-labels-before-portfolio-claims/</guid>
      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[A source-backed methodology note for public portfolio trackers: 13F filings, SEC Form 4 insider reports, and STOCK Act disclosures each prove different things.]]></description>
    </item>
    <item>
      <title><![CDATA[Cisco’s Cloud Control Launch Turns Agentic AI Into a Control Plane for IT Operations]]></title>
      <link>https://thegridreport.news/article/ciscos-cloud-control-launch-turns-agentic-ai-into-a-control-plane-for-it-operations/</link>
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      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Cisco Cloud Control, announced June 2, 2026, turns agentic AI into a governed operating layer for networking, security, observability, and support workflows instead of another generic chatbot surface.]]></description>
    </item>
    <item>
      <title><![CDATA[FERC’s Crane Waiver Turns Three Mile Island’s Restart Into a Grid-Deliverability Story]]></title>
      <link>https://thegridreport.news/article/fercs-crane-waiver-turns-three-mile-islands-restart-into-a-grid-deliverability-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/fercs-crane-waiver-turns-three-mile-islands-restart-into-a-grid-deliverability-story/</guid>
      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[FERC approved Constellation’s waiver to move 760 MW of PJM interconnection rights to the Crane Clean Energy Center, improving timing for the Microsoft-backed Three Mile Island restart.]]></description>
    </item>
    <item>
      <title><![CDATA[Google and Voltus Turn AI Data Center Demand Into a PJM Capacity Product]]></title>
      <link>https://thegridreport.news/article/google-and-voltus-turn-ai-data-center-demand-into-a-pjm-capacity-product/</link>
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      <pubDate>Wed, 03 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Google and Voltus signed a three-year PJM agreement to unlock up to 100 MW of distributed capacity, turning AI-related data center growth into a grid-capacity procurement story.]]></description>
    </item>
    <item>
      <title><![CDATA[Microsoft’s 300,000-Copilot Seat Push Turns IT Services Firms Into Agentic Delivery Test Beds]]></title>
      <link>https://thegridreport.news/article/microsofts-300000-copilot-seat-push-turns-it-services-firms-into-agentic-delivery-test-beds/</link>
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      <pubDate>Wed, 03 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Microsoft says Infosys, TCS, and Wipro have each scaled Microsoft 365 Copilot to more than 100,000 employees, offering one of the clearest live tests of enterprise agentic AI at operating scale.]]></description>
    </item>
    <item>
      <title><![CDATA[Generac’s Hyperscaler Deal Turns Backup Power Into Reserved AI Infrastructure Capacity]]></title>
      <link>https://thegridreport.news/article/generacs-hyperscaler-deal-turns-backup-power-into-reserved-ai-infrastructure-capacity/</link>
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      <pubDate>Wed, 03 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Generac says it signed a global supply agreement with a leading hyperscale data center operator, signaling that backup generators are becoming a reserved capacity layer in AI infrastructure buildouts.]]></description>
    </item>
    <item>
      <title><![CDATA[I Squared’s $1 Billion Edge Push Turns AI Inference Into a Location-Power-Connectivity Trade]]></title>
      <link>https://thegridreport.news/article/i-squareds-1-billion-edge-push-turns-ai-inference-into-a-location-power-connectivity-trade/</link>
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      <pubDate>Wed, 03 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[I Squared Capital is buying ten seed data center assets for $225 million and committing up to $1 billion more, signaling that AI inference is becoming a location, power, and connectivity investment trade.]]></description>
    </item>
    <item>
      <title><![CDATA[CAISO’s $6.7 Billion Transmission Plan Turns Load Growth Into a Grid-Capex Signal]]></title>
      <link>https://thegridreport.news/article/caisos-6-7-billion-transmission-plan-turns-load-growth-into-a-grid-capex-signal/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[CAISO’s approved 2025-2026 transmission plan includes 38 projects costing an estimated $6.7 billion, with reliability-driven upgrades tied in part to data-center load growth.]]></description>
    </item>
    <item>
      <title><![CDATA[CME’s Compute Futures Launch Turns GPU Capacity Into a Real Commodity Market]]></title>
      <link>https://thegridreport.news/article/cmes-compute-futures-launch-turns-gpu-capacity-into-a-real-commodity-market/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[CME Group and Silicon Data plan to launch compute futures later in 2026, using daily GPU rental benchmarks to turn AI compute into a hedgeable market exposure.]]></description>
    </item>
    <item>
      <title><![CDATA[ASU’s Data Center Heat Study Turns AI Infrastructure Into a Neighborhood-Externality Story]]></title>
      <link>https://thegridreport.news/article/asu-data-center-heat-study-turns-ai-infrastructure-into-a-neighborhood-externality-story/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[An Arizona State University study found Phoenix-area neighborhoods downwind of data centers ran 1.3 to 1.6 degrees hotter on average, with peaks up to 4 degrees Fahrenheit.]]></description>
    </item>
    <item>
      <title><![CDATA[HPE’s Q2 Record Turns Enterprise AI Demand Into a Server-Conversion Story]]></title>
      <link>https://thegridreport.news/article/hpes-q2-record-turns-enterprise-ai-demand-into-a-server-conversion-story/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[HPE’s June 1 quarter showed Cloud and AI revenue at $7.7 billion and server revenue at $5.5 billion, signaling that enterprise AI demand is converting into shipped infrastructure.]]></description>
    </item>
    <item>
      <title><![CDATA[Agora’s Large-Load Test Bed Turns AI Data Centers Into a Grid-Flexibility Validation Story]]></title>
      <link>https://thegridreport.news/article/agoras-large-load-test-bed-turns-ai-data-centers-into-a-grid-flexibility-validation-story/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Agora, a DOE-backed large-load test bed, signals that AI data centers are moving from passive-load assumptions toward physical validation of flexible grid behavior.]]></description>
    </item>
    <item>
      <title><![CDATA[Travelers’ Nationwide AI Claims Rollout Turns Insurance Automation Into a Catastrophe-Throughput Story]]></title>
      <link>https://thegridreport.news/article/travelers-nationwide-ai-claims-rollout-turns-insurance-automation-into-a-catastrophe-throughput-story/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Travelers expanded its OpenAI-powered AI Claim Assistant nationwide within two months, making insurance claims automation a catastrophe-throughput and workflow story.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI’s Codex Knowledge-Work Report Turns AI Automation Into a Parallel-Operations Story]]></title>
      <link>https://thegridreport.news/article/openais-codex-knowledge-work-report-turns-ai-automation-into-a-parallel-operations-story/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI says Codex tops 5 million weekly users, with rapid growth in reports, spreadsheets, contracts, research, and workflow automation.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI’s AWS General Availability Turns Frontier AI Into a Procurement-Approved Enterprise Channel]]></title>
      <link>https://thegridreport.news/article/openais-aws-general-availability-turns-frontier-ai-into-a-procurement-approved-enterprise-channel/</link>
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      <pubDate>Tue, 02 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI’s AWS general availability puts GPT-5.5, GPT-5.4, and Codex into Amazon Bedrock, easing enterprise procurement, governance, and deployment.]]></description>
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