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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>2026-05-20T22:22:49.627Z</lastBuildDate>
    <item>
      <title><![CDATA[EIA's MISO Coal-Competitiveness Signal Turns AI Siting Into a Fuel-Economics Story]]></title>
      <link>https://thegridreport.news/article/eias-miso-coal-competitiveness-signal-turns-ai-siting-into-a-fuel-economics-story/</link>
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      <pubDate>Wed, 20 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[EIA's May 2026 MISO fuel-spread analysis shows coal staying competitive against gas, a useful signal for AI data-center siting, utility planning, and Midwest power-market investors.]]></description>
    </item>
    <item>
      <title><![CDATA[QTS's FAST-41 Data Center Coverage Turns Federal Permitting Into an AI Infrastructure Advantage]]></title>
      <link>https://thegridreport.news/article/qts-fast-41-data-center-coverage-turns-federal-permitting-into-an-ai-infrastructure-advantage/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/qts-fast-41-data-center-coverage-turns-federal-permitting-into-an-ai-infrastructure-advantage/</guid>
      <pubDate>Wed, 20 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[QTS's FAST-41-covered Richmond data center shows federal permitting is becoming a real AI infrastructure advantage, with schedule transparency and agency coordination now part of deployment timing.]]></description>
    </item>
    <item>
      <title><![CDATA[NVIDIA's Vera CPU Deliveries Turn Agentic AI Into a CPU-and-Orchestration Story]]></title>
      <link>https://thegridreport.news/article/nvidias-vera-cpu-deliveries-turn-agentic-ai-into-a-cpu-and-orchestration-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/nvidias-vera-cpu-deliveries-turn-agentic-ai-into-a-cpu-and-orchestration-story/</guid>
      <pubDate>Wed, 20 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NVIDIA's first Vera CPU deliveries show agentic AI is becoming a CPU and orchestration story, not only a GPU story, for labs, clouds, and enterprise AI factories.]]></description>
    </item>
    <item>
      <title><![CDATA[Gradiant's $2B Financing Turns Water Into an AI Campus Siting Constraint]]></title>
      <link>https://thegridreport.news/article/gradiants-2b-financing-turns-water-into-an-ai-campus-siting-constraint/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/gradiants-2b-financing-turns-water-into-an-ai-campus-siting-constraint/</guid>
      <pubDate>Wed, 20 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Gradiant's $2 billion financing highlights water as a real AI data center constraint, with cooling, reuse, discharge, and permitting becoming part of campus siting.]]></description>
    </item>
    <item>
      <title><![CDATA[BIG Fiber's $250M Financing Turns Dark Fiber Into an AI Campus Bottleneck]]></title>
      <link>https://thegridreport.news/article/big-fibers-250m-financing-turns-dark-fiber-into-an-ai-campus-bottleneck/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/big-fibers-250m-financing-turns-dark-fiber-into-an-ai-campus-bottleneck/</guid>
      <pubDate>Wed, 20 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[BIG Fiber's $250 million financing shows dark fiber is becoming a real AI campus bottleneck as operators race to connect new data center capacity.]]></description>
    </item>
    <item>
      <title><![CDATA[Virginia's Tier 4 Data Center Generator Rules Turn AI Siting Into an Air-Permit Problem]]></title>
      <link>https://thegridreport.news/article/virginias-tier-4-data-center-generator-rules-turn-ai-siting-into-an-air-permit-problem/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/virginias-tier-4-data-center-generator-rules-turn-ai-siting-into-an-air-permit-problem/</guid>
      <pubDate>Tue, 19 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Virginia now requires Tier 4-equivalent limits for new data-center generator permits after July 1, 2026, changing AI siting and backup power design.]]></description>
    </item>
    <item>
      <title><![CDATA[EIA's Data-Center Server Forecast Says AI Could Reach One-Third of Commercial Power Demand]]></title>
      <link>https://thegridreport.news/article/eias-data-center-server-forecast-says-ai-could-reach-one-third-of-commercial-power-demand/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/eias-data-center-server-forecast-says-ai-could-reach-one-third-of-commercial-power-demand/</guid>
      <pubDate>Tue, 19 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[EIA says data center servers were 7% of commercial electricity use in 2025 and could reach 22% to 33% by 2050, reshaping AI power planning.]]></description>
    </item>
    <item>
      <title><![CDATA[EIA's ERCOT Solar-Over-Coal Milestone Turns Texas AI Growth Into a Flexibility Test]]></title>
      <link>https://thegridreport.news/article/eias-ercot-solar-over-coal-milestone-turns-texas-ai-growth-into-a-flexibility-test/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/eias-ercot-solar-over-coal-milestone-turns-texas-ai-growth-into-a-flexibility-test/</guid>
      <pubDate>Tue, 19 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[EIA says ERCOT solar generation could top coal in 2026, making flexibility, gas balancing, storage, and large-load behavior the real Texas AI story.]]></description>
    </item>
    <item>
      <title><![CDATA[DOE's PJM Backup-Generation Order Turns Data Centers Into Emergency Grid Assets]]></title>
      <link>https://thegridreport.news/article/doe-pjm-backup-generation-order-turns-data-centers-into-emergency-grid-assets/</link>
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      <pubDate>Tue, 19 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE's May 18 PJM emergency order lets backup generation at data centers and other major facilities support the grid during real operating stress.]]></description>
    </item>
    <item>
      <title><![CDATA[Dell's PowerRack Push Turns AI Infrastructure Into a Rack-Scale Deployment Product]]></title>
      <link>https://thegridreport.news/article/dells-powerrack-push-turns-ai-infrastructure-into-a-rack-scale-deployment-product/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/dells-powerrack-push-turns-ai-infrastructure-into-a-rack-scale-deployment-product/</guid>
      <pubDate>Mon, 18 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Dell's PowerRack turns AI infrastructure into a rack-scale deployment product focused on faster installation, integrated cooling, and lower integration risk.]]></description>
    </item>
    <item>
      <title><![CDATA[NextEra and Dominion Turn Utility Scale Into an AI-Load Financing Platform]]></title>
      <link>https://thegridreport.news/article/nextera-and-dominion-turn-utility-scale-into-an-ai-load-financing-platform/</link>
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      <pubDate>Mon, 18 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NextEra’s Dominion deal turns AI power into a utility-finance story built around 130 gigawatts of large-load demand, bill credits, and grid investment scale.]]></description>
    </item>
    <item>
      <title><![CDATA[X-energy and Dow's Long Mott Milestone Turns Advanced Nuclear Into a Permitting-Speed Test]]></title>
      <link>https://thegridreport.news/article/x-energy-and-dows-long-mott-milestone-turns-advanced-nuclear-into-a-permitting-speed-test/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/x-energy-and-dows-long-mott-milestone-turns-advanced-nuclear-into-a-permitting-speed-test/</guid>
      <pubDate>Mon, 18 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Dow and X-energy’s Long Mott milestone shows advanced nuclear becoming a permitting and licensing-throughput story for clean, firm industrial power.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI and Dell Turn Codex Into an On-Prem Enterprise Data Play]]></title>
      <link>https://thegridreport.news/article/openai-and-dell-turn-codex-into-an-on-prem-enterprise-data-play/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/openai-and-dell-turn-codex-into-an-on-prem-enterprise-data-play/</guid>
      <pubDate>Mon, 18 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI and Dell are pushing Codex into hybrid and on-prem enterprise environments, turning agent adoption into a data-locality and governance story.]]></description>
    </item>
    <item>
      <title><![CDATA[Oklahoma's Data Center Ratepayer Law Turns Large-Load Policy Into a Utility-Contract Model]]></title>
      <link>https://thegridreport.news/article/oklahomas-data-center-ratepayer-law-turns-large-load-policy-into-a-utility-contract-model/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/oklahomas-data-center-ratepayer-law-turns-large-load-policy-into-a-utility-contract-model/</guid>
      <pubDate>Mon, 18 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Oklahoma HB 2992 requires separate tariffs, credit protections, and long service terms for large data-center loads, giving utilities a cost-recovery model.]]></description>
    </item>
    <item>
      <title><![CDATA[ERCOT's Preliminary Load Forecast Turns the Texas AI Boom Into a Grid-Credibility Test]]></title>
      <link>https://thegridreport.news/article/ercots-preliminary-load-forecast-turns-the-texas-ai-boom-into-a-grid-credibility-test/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/ercots-preliminary-load-forecast-turns-the-texas-ai-boom-into-a-grid-credibility-test/</guid>
      <pubDate>Mon, 18 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[ERCOT's 2026-2032 load forecast shows Texas data-center demand overwhelming old planning assumptions and turning AI growth into a grid-credibility test.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI's Deployment Company Turns Enterprise AI Into a Workflow-Rebuild Business]]></title>
      <link>https://thegridreport.news/article/openais-deployment-company-turns-enterprise-ai-into-a-workflow-rebuild-business/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/openais-deployment-company-turns-enterprise-ai-into-a-workflow-rebuild-business/</guid>
      <pubDate>Sun, 17 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI's Deployment Company signals enterprise AI is moving from seat access to workflow redesign, forward-deployed engineering, and production systems.]]></description>
    </item>
    <item>
      <title><![CDATA[Anthropic's SpaceX Compute Deal Turns Claude Capacity Into a Megawatt Story]]></title>
      <link>https://thegridreport.news/article/anthropics-spacex-compute-deal-turns-claude-capacity-into-a-megawatt-story/</link>
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      <pubDate>Sun, 17 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Anthropic's SpaceX compute deal ties Claude usage limits to 300+ megawatts, 220,000 GPUs, and a broader multi-gigawatt capacity portfolio.]]></description>
    </item>
    <item>
      <title><![CDATA[PJM's Market-Reform Push Turns Data Center Power Into a Capacity-Finance Problem]]></title>
      <link>https://thegridreport.news/article/pjms-market-reform-push-turns-data-center-power-into-a-capacity-finance-problem/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/pjms-market-reform-push-turns-data-center-power-into-a-capacity-finance-problem/</guid>
      <pubDate>Sun, 17 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[PJM's May 2026 market-reform push shows data-center load is colliding with slower generation build times, higher capital costs, and tighter capacity timing.]]></description>
    </item>
    <item>
      <title><![CDATA[AI Data Center Gas Deals Turn Pipeline Capacity Into a Deployment Product]]></title>
      <link>https://thegridreport.news/article/ai-data-center-gas-deals-turn-pipeline-capacity-into-a-deployment-product/</link>
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      <pubDate>Sat, 16 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Williams, Energy Transfer, Entergy, and EIA data show AI data-center growth is becoming a gas-transport and behind-the-meter power contracting story.]]></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>Sat, 16 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[CME Group’s compute-futures launch signals that GPU capacity is moving toward benchmark pricing, forward curves, and real hedging tools for AI infrastructure.]]></description>
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