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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>2026-06-05T20:35:24.028Z</lastBuildDate>
    <item>
      <title><![CDATA[PPL’s LP-6 Rate Class Turns Data Center Grid Access Into a 10-Year Cost-Causation Test]]></title>
      <link>https://thegridreport.news/article/ppls-lp-6-rate-class-turns-data-center-grid-access-into-a-10-year-cost-causation-test/</link>
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      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[PPL’s approved LP-6 large-load tariff adds 10-year agreements, minimum load guarantees, and security terms for data-center-scale customers in Pennsylvania.]]></description>
    </item>
    <item>
      <title><![CDATA[DOE’s OUC Order Turns Florida’s Data Center Growth Into a Coal-Retirement-Delay Story]]></title>
      <link>https://thegridreport.news/article/does-ouc-order-turn-floridas-data-center-growth-into-a-coal-retirement-delay-story/</link>
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      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE’s June 4 order keeps OUC’s Stanton Unit 1 available through September 1, 2026, linking Florida reliability pressure to data-center and other large-load growth.]]></description>
    </item>
    <item>
      <title><![CDATA[China’s Nuclear Buildout Turns Firm Clean Power Into an Industrial Capacity Story]]></title>
      <link>https://thegridreport.news/article/chinas-nuclear-buildout-turns-firm-clean-power-into-an-industrial-capacity-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/chinas-nuclear-buildout-turns-firm-clean-power-into-an-industrial-capacity-story/</guid>
      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[EIA and IAEA PRIS data show China expanding nuclear capacity to 58.7 GW by May 2026 with 36 reactors still under construction, turning firm clean power into an industrial build-speed story.]]></description>
    </item>
    <item>
      <title><![CDATA[Rumble and Together AI Turn Blackwell Capacity Into an Independent AI Cloud Supply Deal]]></title>
      <link>https://thegridreport.news/article/rumble-and-together-ai-turn-blackwell-capacity-into-an-independent-ai-cloud-supply-deal/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/rumble-and-together-ai-turn-blackwell-capacity-into-an-independent-ai-cloud-supply-deal/</guid>
      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Rumble and Together AI’s Blackwell agreement shows AI-native clouds reserving dedicated GPU capacity from independent providers, not just hyperscalers.]]></description>
    </item>
    <item>
      <title><![CDATA[Google’s Meitner Energy Center Turns AI Data Center Siting Into a Co-Located Power Build]]></title>
      <link>https://thegridreport.news/article/googles-meitner-energy-center-turns-ai-data-center-siting-into-a-co-located-power-build/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/googles-meitner-energy-center-turns-ai-data-center-siting-into-a-co-located-power-build/</guid>
      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Google and Intersect’s Meitner Energy Center in Texas shows how co-located clean generation, air cooling, and lower grid dependency are becoming part of the AI campus design.]]></description>
    </item>
    <item>
      <title><![CDATA[STMicroelectronics Raises Its Data Center Revenue Target and Turns AI Demand Into a Power-Silicon Story]]></title>
      <link>https://thegridreport.news/article/stmicroelectronics-raises-data-center-revenue-target-turns-ai-demand-into-a-power-silicon-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/stmicroelectronics-raises-data-center-revenue-target-turns-ai-demand-into-a-power-silicon-story/</guid>
      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[STMicroelectronics raised its 2026 data-center revenue ambition to about $1 billion, signaling that AI capex is spreading deeper into power, control, and supporting semiconductors beyond GPUs.]]></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>
      <guid isPermaLink="true">https://thegridreport.news/article/pjms-byong-push-turns-ai-data-center-interconnection-into-a-self-supplied-capacity-test/</guid>
      <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>
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      <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>
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      <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>
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      <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>
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