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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>2026-05-25T17:09:22.193Z</lastBuildDate>
    <item>
      <title><![CDATA[NextEra’s Dominion Deal Turns Data Center Alley Into a Utility-Scale and Financing Story]]></title>
      <link>https://thegridreport.news/article/nextera-dominion-deal-turns-data-center-alley-into-a-utility-scale-and-financing-story/</link>
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      <pubDate>Mon, 25 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NextEra Energy’s proposed Dominion merger turns Virginia data-center growth into a utility-scale financing, rate-base, and customer-bill story.]]></description>
    </item>
    <item>
      <title><![CDATA[NVIDIA and Corning Turn Optical Connectivity Into an AI Infrastructure Bottleneck Story]]></title>
      <link>https://thegridreport.news/article/nvidia-and-corning-turn-optical-connectivity-into-an-ai-infrastructure-bottleneck-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/nvidia-and-corning-turn-optical-connectivity-into-an-ai-infrastructure-bottleneck-story/</guid>
      <pubDate>Mon, 25 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NVIDIA and Corning’s 2026 collaboration highlights how fiber density, optical connectivity, and cable manufacturing are becoming AI infrastructure bottlenecks.]]></description>
    </item>
    <item>
      <title><![CDATA[DOE’s PJM Wagner Order Turns Mid-Atlantic Grid Strain Into a Summer Operating Problem]]></title>
      <link>https://thegridreport.news/article/doe-pjm-wagner-order-turns-mid-atlantic-grid-strain-into-a-summer-operating-problem/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/doe-pjm-wagner-order-turns-mid-atlantic-grid-strain-into-a-summer-operating-problem/</guid>
      <pubDate>Sun, 24 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE’s May 21, 2026 Wagner order shows PJM grid strain has become a summer operating problem, with emergency tools now extending across load and supply.]]></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>
      <guid isPermaLink="true">https://thegridreport.news/article/cmes-compute-futures-launch-turns-gpu-capacity-into-a-real-commodity-market/</guid>
      <pubDate>Sun, 24 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[CME Group and Silicon Data’s May 12, 2026 compute-futures launch would push GPU capacity toward benchmark pricing, hedging, and commodity-market structure.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI and Dell Turn Enterprise Coding Agents Into a Hybrid Infrastructure Story]]></title>
      <link>https://thegridreport.news/article/openai-and-dell-turn-enterprise-coding-agents-into-a-hybrid-infrastructure-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/openai-and-dell-turn-enterprise-coding-agents-into-a-hybrid-infrastructure-story/</guid>
      <pubDate>Sat, 23 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI and Dell’s May 18, 2026 Codex partnership makes enterprise coding agents a hybrid infrastructure story tied to governed data and production workflows.]]></description>
    </item>
    <item>
      <title><![CDATA[Who Pays for AI Data Center Grid Upgrades?]]></title>
      <link>https://thegridreport.news/article/who-pays-for-ai-data-center-grid-upgrades/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/who-pays-for-ai-data-center-grid-upgrades/</guid>
      <pubDate>Thu, 14 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[AI data centers need grid upgrades, substations, transmission, and utility planning. Here is who may pay, how large-load tariffs work, and why ratepayers care.]]></description>
    </item>
    <item>
      <title><![CDATA[NERC’s Level 3 Alert Turns AI Data Centers Into a Grid Reliability Problem]]></title>
      <link>https://thegridreport.news/article/nerc-level-3-alert-ai-data-centers-grid-reliability/</link>
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      <pubDate>Thu, 14 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NERC’s May 2026 Level 3 load alert shows AI data centers becoming a grid reliability issue involving modeling, controls, commissioning, and standards.]]></description>
    </item>
    <item>
      <title><![CDATA[EIA’s May Forecast Shows Commercial Power Demand Becoming the AI Bottleneck]]></title>
      <link>https://thegridreport.news/article/eia-may-2026-electricity-forecast-commercial-demand-data-centers/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/eia-may-2026-electricity-forecast-commercial-demand-data-centers/</guid>
      <pubDate>Thu, 14 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[EIA’s May 2026 Short-Term Energy Outlook shows U.S. electricity demand rising, commercial demand leading growth, residential prices increasing, and data center measurement becoming central to AI power planning.]]></description>
    </item>
    <item>
      <title><![CDATA[How Much Electricity Does AI Actually Use in 2026?]]></title>
      <link>https://thegridreport.news/article/how-much-electricity-does-ai-actually-use-2026/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/how-much-electricity-does-ai-actually-use-2026/</guid>
      <pubDate>Wed, 13 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[AI electricity use is rising quickly in 2026. Here is what IEA, EIA, and NERC data say about AI data center power demand, grid pressure, and why the answer depends on training, inference, and infrastructure.]]></description>
    </item>
    <item>
      <title><![CDATA[Will Your Electricity Bill Go Up Because of AI?]]></title>
      <link>https://thegridreport.news/article/will-ai-data-centers-raise-household-electricity-bills/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/will-ai-data-centers-raise-household-electricity-bills/</guid>
      <pubDate>Wed, 13 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Will AI data centers raise household electricity bills? In some regions, yes. Here is what the latest EIA and ITIF data say, what a typical U.S. household bill looks like, and how AI load costs can reach residential customers.]]></description>
    </item>
    <item>
      <title><![CDATA[The One-Person AI Research Desk Stack]]></title>
      <link>https://thegridreport.news/article/the-one-person-ai-research-desk-stack/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/the-one-person-ai-research-desk-stack/</guid>
      <pubDate>Tue, 12 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[A practical AI automation stack for a one-person research desk: ChatGPT, Perplexity, Gamma, Canva, Zapier or Make, Beehiiv, LinkedIn, and RSS workflows.]]></description>
    </item>
    <item>
      <title><![CDATA[CPI April 2026: What Hot Inflation Means for AI Infrastructure, Data Center, and Utility Stocks]]></title>
      <link>https://thegridreport.news/article/cpi-tomorrow-ai-infrastructure-stocks-to-watch-before-the-inflation-print/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/cpi-tomorrow-ai-infrastructure-stocks-to-watch-before-the-inflation-print/</guid>
      <pubDate>Tue, 12 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[April 2026 CPI came in above March, keeping inflation pressure alive. Here is what that means for NVDA, IREN, VST, CEG, VRT, DLR, utilities, and AI infrastructure financing.]]></description>
    </item>
    <item>
      <title><![CDATA[The AI Power Forecast Is Now a Planning Range, Not a Single Number]]></title>
      <link>https://thegridreport.news/article/the-ai-power-forecast-is-now-a-planning-range-not-a-single-number/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/the-ai-power-forecast-is-now-a-planning-range-not-a-single-number/</guid>
      <pubDate>Sun, 10 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[IEA and EIA data show AI data center electricity demand is becoming a planning range, not a single forecast. The real issue is load timing, siting, and grid capacity.]]></description>
    </item>
    <item>
      <title><![CDATA[FERC’s Large-Load Clock Turns AI Power Into a Rules-and-Cost Allocation Story]]></title>
      <link>https://thegridreport.news/article/fercs-large-load-clock-turns-ai-power-into-a-rules-and-cost-allocation-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/fercs-large-load-clock-turns-ai-power-into-a-rules-and-cost-allocation-story/</guid>
      <pubDate>Sun, 10 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[FERC’s large-load interconnection work shows AI data center power demand is becoming a rules, queue, and cost-allocation problem for utilities and grid operators.]]></description>
    </item>
    <item>
      <title><![CDATA[NVIDIA and IREN Turn 5GW AI Capacity Into a Power-Readiness Story]]></title>
      <link>https://thegridreport.news/article/nvidia-and-iren-turn-5gw-ai-capacity-into-a-power-readiness-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/nvidia-and-iren-turn-5gw-ai-capacity-into-a-power-readiness-story/</guid>
      <pubDate>Sun, 10 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NVIDIA and IREN’s 5GW AI infrastructure partnership shows that power-ready capacity, not just GPU ambition, is becoming the key competitive asset in AI buildout.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI’s 10GW Push Turns AI Power Into a Grid-and-Construction Timing Story]]></title>
      <link>https://thegridreport.news/article/openai-10gw-push-turns-ai-power-into-a-grid-and-construction-timing-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/openai-10gw-push-turns-ai-power-into-a-grid-and-construction-timing-story/</guid>
      <pubDate>Sat, 09 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI says it has already surpassed its 10GW U.S. AI infrastructure target. The real bottleneck now is how fast power, interconnection, and physical capacity can be brought online.]]></description>
    </item>
    <item>
      <title><![CDATA[Flexible AI Factories Are Becoming a Grid Product, Not Just a Data Center Design]]></title>
      <link>https://thegridreport.news/article/flexible-ai-factories-are-becoming-a-grid-product-not-just-a-data-center-design/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/flexible-ai-factories-are-becoming-a-grid-product-not-just-a-data-center-design/</guid>
      <pubDate>Sat, 09 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NVIDIA and Emerald AI say flexible AI factories can connect faster, use co-located energy, and support grid reliability. That changes how AI load should be planned.]]></description>
    </item>
    <item>
      <title><![CDATA[Rocket Lab Stock (RKLB): What the Space Company Actually Does, Why It Matters, and How It Connects to SpaceX]]></title>
      <link>https://thegridreport.news/article/rocket-lab-stock-rklb-what-the-space-company-actually-does-and-why-investors-care/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/rocket-lab-stock-rklb-what-the-space-company-actually-does-and-why-investors-care/</guid>
      <pubDate>Fri, 08 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Rocket Lab stock analysis: what Rocket Lab (Nasdaq: RKLB) actually does, why investors care, what looks promising, and how Electron and Neutron position the company against SpaceX.]]></description>
    </item>
    <item>
      <title><![CDATA[Workspace Agents Are Turning AI Automation Into a Team Product]]></title>
      <link>https://thegridreport.news/article/workspace-agents-are-turning-ai-automation-into-a-team-product/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/workspace-agents-are-turning-ai-automation-into-a-team-product/</guid>
      <pubDate>Thu, 07 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Workspace agents are turning AI automation into a team product built around permissions, governance, shared context, and multi-user workflows.]]></description>
    </item>
    <item>
      <title><![CDATA[AI Storage Is Becoming a Rack-Power Story, Not Just a Capacity Story]]></title>
      <link>https://thegridreport.news/article/ai-storage-is-becoming-a-rack-power-story-not-just-a-capacity-story/</link>
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      <pubDate>Thu, 07 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[New dense AI storage platforms are turning storage into a rack-power, thermal, and infrastructure design question rather than a simple capacity conversation.]]></description>
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