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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>Thu, 25 Jun 2026 13:32:15 GMT</lastBuildDate>
    <item>
      <title><![CDATA[Amazon’s $13 Billion India Push Turns AI Cloud Growth Into a Sovereign-Capacity Race]]></title>
      <link>https://thegridreport.news/article/amazons-13-billion-india-push-turns-ai-cloud-growth-into-a-sovereign-capacity-race/</link>
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      <pubDate>Thu, 25 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Amazon’s added $13 billion India investment shows AI cloud competition becoming a sovereign-capacity race built on local datacenters, chips, and enterprise infrastructure.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI’s Agents-at-Work Data Turns AI Automation Into a Workflow-Redesign Story]]></title>
      <link>https://thegridreport.news/article/openais-agents-at-work-data-turns-ai-automation-into-a-workflow-redesign-story/</link>
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      <pubDate>Thu, 25 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI’s new agent-adoption data shows Codex moving from coding tool to delegated-work layer, making enterprise AI a workflow redesign and governance story.]]></description>
    </item>
    <item>
      <title><![CDATA[Microsoft’s Wisconsin Campus Turns AI Datacenter Capex Into an Operations-Proof Story]]></title>
      <link>https://thegridreport.news/article/microsofts-wisconsin-campus-turns-ai-datacenter-capex-into-an-operations-proof-story/</link>
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      <pubDate>Thu, 25 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Microsoft’s Mount Pleasant campus is now fully operational, turning a Wisconsin AI datacenter build into a real execution and capacity signal.]]></description>
    </item>
    <item>
      <title><![CDATA[SK hynix’s $29 Billion ADR Plan Turns AI Memory Into a Capital-Markets Story]]></title>
      <link>https://thegridreport.news/article/sk-hynixs-29-billion-adr-plan-turns-ai-memory-into-a-capital-markets-story/</link>
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      <pubDate>Thu, 25 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[SK hynix’s planned $29 billion Nasdaq ADR listing turns AI memory demand into a capital-markets and capacity-financing story.]]></description>
    </item>
    <item>
      <title><![CDATA[DOE’s $17.5 Billion Nuclear Supply-Chain Loans Turn AI Power Into a Long-Lead Manufacturing Story]]></title>
      <link>https://thegridreport.news/article/does-17-5-billion-nuclear-supply-chain-loans-turn-ai-power-into-a-long-lead-manufacturing-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/does-17-5-billion-nuclear-supply-chain-loans-turn-ai-power-into-a-long-lead-manufacturing-story/</guid>
      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE’s $17.5 billion nuclear supply-chain loans target long-lead AP1000 components, turning AI power planning into a manufacturing and timeline story.]]></description>
    </item>
    <item>
      <title><![CDATA[Microsoft’s Zero-Water AI Datacenter Design Turns Cooling Into a Siting Story]]></title>
      <link>https://thegridreport.news/article/microsofts-zero-water-ai-datacenter-design-turns-cooling-into-a-siting-story/</link>
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      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Microsoft says its AI datacenter design uses zero-water cooling, making water intensity a real siting constraint.]]></description>
    </item>
    <item>
      <title><![CDATA[Micron’s Record Q3 Turns AI Memory Into a Contracted Infrastructure Business]]></title>
      <link>https://thegridreport.news/article/microns-record-q3-turns-ai-memory-into-a-contracted-infrastructure-business/</link>
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      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Micron’s record Q3 and new strategic customer agreements suggest AI memory is shifting from spot-cycle volatility toward contracted infrastructure supply.]]></description>
    </item>
    <item>
      <title><![CDATA[Qualcomm’s Meta and Modular Moves Turn AI Infrastructure Into a Second-Source CPU Story]]></title>
      <link>https://thegridreport.news/article/qualcomms-meta-and-modular-moves-turn-ai-infrastructure-into-a-second-source-cpu-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/qualcomms-meta-and-modular-moves-turn-ai-infrastructure-into-a-second-source-cpu-story/</guid>
      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Qualcomm’s Meta CPU deal, Modular acquisition, and Hugging Face expansion turn its June 24 push into a serious second-source AI infrastructure story.]]></description>
    </item>
    <item>
      <title><![CDATA[PJM’s Manual 13 Update Turns Large-Load Backup Generation Into a Grid Emergency Tool]]></title>
      <link>https://thegridreport.news/article/pjms-manual-13-update-turns-large-load-backup-generation-into-a-grid-emergency-tool/</link>
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      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[PJM’s June 24 Manual 13 update adds a Backup Generator Action for certain large loads, moving data center backup generation into the formal reliability stack.]]></description>
    </item>
    <item>
      <title><![CDATA[Sunrun, Tesla, and Renew Home Turn Residential VPP Scale Into a Speed-to-Power Product]]></title>
      <link>https://thegridreport.news/article/sunrun-tesla-renew-home-turn-residential-vpp-scale-into-a-speed-to-power-product/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/sunrun-tesla-renew-home-turn-residential-vpp-scale-into-a-speed-to-power-product/</guid>
      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Sunrun, Tesla, and Renew Home say they can aggregate more than 16 GW of home energy resources, turning residential DER into a speed-to-power option for large loads.]]></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>
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      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Oklahoma’s HB 2992 and OG&E’s June 2026 filing turn data-center power politics into a utility-contract model with 75 MW thresholds and ratepayer shields.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI’s Appia Push Turns AI Standards Into a Conformity-and-Procurement Layer]]></title>
      <link>https://thegridreport.news/article/openais-appia-push-turns-ai-standards-into-a-conformity-and-procurement-layer/</link>
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      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI’s Appia push suggests AI standards are becoming a conformity and procurement layer built around reusable evidence, audits, and cross-border trust.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI and Broadcom’s Jalapeño Chip Turns Inference Into a Full-Stack Infrastructure Story]]></title>
      <link>https://thegridreport.news/article/openai-and-broadcoms-jalapeno-chip-turns-inference-into-a-full-stack-infrastructure-story/</link>
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      <pubDate>Wed, 24 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI and Broadcom’s Jalapeño chip turns AI inference into a full-stack infrastructure story spanning accelerators, racks, networks, and power.]]></description>
    </item>
    <item>
      <title><![CDATA[Google’s Alabama Expansion Turns AI Campus Growth Into a Ratepayer-Protection Bargain]]></title>
      <link>https://thegridreport.news/article/googles-alabama-expansion-turns-ai-campus-growth-into-a-ratepayer-protection-bargain/</link>
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      <pubDate>Tue, 23 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Google says its $1.5 billion Alabama expansion will fund its own power infrastructure and pair new AI campus growth with a local energy-impact fund.]]></description>
    </item>
    <item>
      <title><![CDATA[The Fed’s June Hold Turns AI Infrastructure Into a Cost-of-Capital Sorting Story]]></title>
      <link>https://thegridreport.news/article/the-feds-june-hold-turns-ai-infrastructure-into-a-cost-of-capital-sorting-story/</link>
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      <pubDate>Tue, 23 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[The Fed’s June 17, 2026 hold keeps AI infrastructure under cost-of-capital pressure, favoring projects with nearer-term cash flow and stronger financing.]]></description>
    </item>
    <item>
      <title><![CDATA[DOE’s AI-on-DOE-Lands RFI Turns Federal Sites Into a Speed-to-Power Product]]></title>
      <link>https://thegridreport.news/article/doe-ai-on-doe-lands-rfi-turns-federal-sites-into-a-speed-to-power-product/</link>
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      <pubDate>Tue, 23 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE’s AI-on-DOE-Lands RFI identifies 16 energy-linked sites that could speed permitting, generation, and data-center buildout on federal land.]]></description>
    </item>
    <item>
      <title><![CDATA[Equinix, Cisco, and NVIDIA Turn Enterprise AI Factories Into a Colocation-and-Sovereignty Story]]></title>
      <link>https://thegridreport.news/article/equinix-cisco-and-nvidia-turn-enterprise-ai-factories-into-a-colocation-and-sovereignty-story/</link>
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      <pubDate>Tue, 23 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Equinix, Cisco, and NVIDIA are packaging secure AI factories through colocation sites and test labs, with sovereignty and faster deployment as the pitch.]]></description>
    </item>
    <item>
      <title><![CDATA[TVA’s 2026 IRP Turns Southeast AI Power Into a Gas-Optionality Story]]></title>
      <link>https://thegridreport.news/article/tvas-2026-irp-turns-southeast-ai-power-into-a-gas-optionality-story/</link>
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      <pubDate>Tue, 23 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[TVA’s preliminary 2026 IRP says data center growth is lifting Tennessee Valley demand, keeping gas optionality in play for Southeast AI power.]]></description>
    </item>
    <item>
      <title><![CDATA[Virginia’s First Data Center Power Tax Turns AI Site Selection Into a Political-Cost Story]]></title>
      <link>https://thegridreport.news/article/virginias-first-data-center-power-tax-turns-ai-site-selection-into-a-political-cost-story/</link>
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      <pubDate>Tue, 23 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Virginia’s new $0.011 per kWh data center electricity tax adds a direct political-cost layer to AI site selection in the largest U.S. server market.]]></description>
    </item>
    <item>
      <title><![CDATA[Backblaze’s $335 Million CoreWeave Deal Turns AI Storage Into a Tiering-and-Throughput Story]]></title>
      <link>https://thegridreport.news/article/backblazes-335-million-coreweave-deal-turns-ai-storage-into-a-tiering-and-throughput-story/</link>
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      <pubDate>Tue, 23 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Backblaze’s $335 million CoreWeave agreement shows AI storage becoming a tiering, cache, and throughput-control layer rather than a commodity capacity purchase.]]></description>
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