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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, 02 Jul 2026 13:33:10 GMT</lastBuildDate>
    <item>
      <title><![CDATA[NVIDIA’s Capital-Partner Model Turns AI Compute Into a Usage-Linked Finance Product]]></title>
      <link>https://thegridreport.news/article/nvidias-capital-partner-model-turns-ai-compute-into-a-usage-linked-finance-product/</link>
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      <pubDate>Thu, 02 Jul 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NVIDIA’s capital-partner model lets AI clouds procure supported capacity through revenue sharing and credit support, making AI compute easier to finance.]]></description>
    </item>
    <item>
      <title><![CDATA[PJM’s Connect-and-Manage Push Turns Large-Load Growth Into a Curtailable Grid-Service Model]]></title>
      <link>https://thegridreport.news/article/pjms-connect-and-manage-push-turns-large-load-growth-into-a-curtailable-grid-service-model/</link>
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      <pubDate>Thu, 02 Jul 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[PJM’s July 1 large-load update shows the grid operator pairing connect-and-manage rules with backstop procurement and bilateral supply to handle rising data-center demand.]]></description>
    </item>
    <item>
      <title><![CDATA[Anthropic’s Claude Science Launch Turns AI Research Tools Into a Governed Compute Workbench]]></title>
      <link>https://thegridreport.news/article/anthropics-claude-science-launch-turns-ai-research-tools-into-a-governed-compute-workbench/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/anthropics-claude-science-launch-turns-ai-research-tools-into-a-governed-compute-workbench/</guid>
      <pubDate>Wed, 01 Jul 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Anthropic’s Claude Science bundles scientific tools, auditable artifacts, reviewer agents, and lab compute into a governed AI workbench for research teams.]]></description>
    </item>
    <item>
      <title><![CDATA[National Grid’s $1.75 Billion Joulent Stake Turns AI Power Delivery Into a Private Grid-Services Platform]]></title>
      <link>https://thegridreport.news/article/national-grids-1-75-billion-joulent-stake-turns-ai-power-delivery-into-a-private-grid-services-platform/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/national-grids-1-75-billion-joulent-stake-turns-ai-power-delivery-into-a-private-grid-services-platform/</guid>
      <pubDate>Wed, 01 Jul 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[National Grid Ventures is investing $1.75 billion for a 35% stake in Joulent, backing Project Kilby and a private power-delivery platform for AI data centers.]]></description>
    </item>
    <item>
      <title><![CDATA[Brookfield and Bloom’s $25 Billion Expansion Turns AI Power Into a Financeable Capacity Stack]]></title>
      <link>https://thegridreport.news/article/brookfield-and-blooms-25-billion-expansion-turns-ai-power-into-a-financeable-capacity-stack/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/brookfield-and-blooms-25-billion-expansion-turns-ai-power-into-a-financeable-capacity-stack/</guid>
      <pubDate>Wed, 01 Jul 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Brookfield and Bloom Energy expanded their AI infrastructure partnership to $25 billion, signaling that behind-the-meter power is becoming financeable for hyperscale AI campuses.]]></description>
    </item>
    <item>
      <title><![CDATA[PJM’s 2028/2029 Capacity Auction Opens With a Price Collar and a Data-Center Supply Gap]]></title>
      <link>https://thegridreport.news/article/pjms-2028-2029-capacity-auction-opens-with-a-price-collar-and-a-data-center-supply-gap/</link>
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      <pubDate>Wed, 01 Jul 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[PJM’s 2028/2029 capacity auction opened June 30 with a FERC-approved price collar, a prior 6.6 GW shortfall, and rising data-center demand.]]></description>
    </item>
    <item>
      <title><![CDATA[Google’s 37% Electricity Jump Turns AI Growth Into a Grid Decarbonization Race]]></title>
      <link>https://thegridreport.news/article/googles-37-percent-electricity-jump-turns-ai-growth-into-a-grid-decarbonization-race/</link>
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      <pubDate>Wed, 01 Jul 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Google’s 2026 Environmental Report says electricity demand rose 37% in 2025, turning AI infrastructure growth into a grid decarbonization and interconnection story.]]></description>
    </item>
    <item>
      <title><![CDATA[Ocasio-Cortez’s House Bill Turns the AI Data Center Moratorium Act Into a Federal Siting-Risk]]></title>
      <link>https://thegridreport.news/article/ocasio-cortezs-house-bill-turns-the-ai-data-center-moratorium-act-into-a-federal-siting-risk/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/ocasio-cortezs-house-bill-turns-the-ai-data-center-moratorium-act-into-a-federal-siting-risk/</guid>
      <pubDate>Thu, 25 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Ocasio-Cortez’s June 24 House bill turns the AI Data Center Moratorium Act into a federal siting and financing risk for new data center projects.]]></description>
    </item>
    <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>
      <guid isPermaLink="true">https://thegridreport.news/article/microns-record-q3-turns-ai-memory-into-a-contracted-infrastructure-business/</guid>
      <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>
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      <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>
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