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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>2026-05-30T22:37:59.463Z</lastBuildDate>
    <item>
      <title><![CDATA[EIA’s Gas Forecast Turns AI Power Demand Into a 2027 Fuel-Stack Story]]></title>
      <link>https://thegridreport.news/article/eias-gas-forecast-turns-ai-power-demand-into-a-2027-fuel-stack-story/</link>
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      <pubDate>Sat, 30 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[EIA’s May 2026 forecast shows AI-driven load growth pushing gas-for-power demand harder into 2027, especially in ERCOT and PJM, instead of creating an immediate 2026 spike.]]></description>
    </item>
    <item>
      <title><![CDATA[NVIDIA’s Vera Rollout Turns Agentic AI Into a CPU-Orchestration Story]]></title>
      <link>https://thegridreport.news/article/nvidias-vera-rollout-turns-agentic-ai-into-a-cpu-orchestration-story/</link>
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      <pubDate>Sat, 30 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NVIDIA’s Vera rollout shows agentic AI making CPU orchestration, memory bandwidth, and sandbox execution first-class infrastructure constraints alongside GPUs.]]></description>
    </item>
    <item>
      <title><![CDATA[Oregon’s Schedule 96 Turns Data Center Grid Access Into a Contract-and-Clean-Power Story]]></title>
      <link>https://thegridreport.news/article/oregons-schedule-96-turns-data-center-grid-access-into-a-contract-and-clean-power-story/</link>
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      <pubDate>Sat, 30 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Oregon’s Schedule 96 order shows data center grid access becoming a contract, queue, and clean-power readiness story instead of a generic utility-rate debate.]]></description>
    </item>
    <item>
      <title><![CDATA[NextEra and Dominion Turn Utility Scale Into an AI Power Financing Strategy]]></title>
      <link>https://thegridreport.news/article/nextera-and-dominion-turn-utility-scale-into-an-ai-power-financing-strategy/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/nextera-and-dominion-turn-utility-scale-into-an-ai-power-financing-strategy/</guid>
      <pubDate>Sat, 30 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NextEra and Dominion’s merger shows AI-era power demand turning utility scale, rate-base growth, and financing costs into a strategic advantage.]]></description>
    </item>
    <item>
      <title><![CDATA[Anthropic’s Stainless Deal Turns MCP Tooling Into a Control Point for Agent Platforms]]></title>
      <link>https://thegridreport.news/article/anthropics-stainless-deal-turns-mcp-tooling-into-a-control-point-for-agent-platforms/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/anthropics-stainless-deal-turns-mcp-tooling-into-a-control-point-for-agent-platforms/</guid>
      <pubDate>Sat, 30 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Anthropic’s Stainless acquisition shows SDKs, CLIs, and MCP servers becoming a control point for agent platforms and enterprise tool access.]]></description>
    </item>
    <item>
      <title><![CDATA[Modine’s $4 Billion Cooling Deal Turns Thermal Capacity Into a Reserved Infrastructure Product]]></title>
      <link>https://thegridreport.news/article/modines-4-billion-cooling-deal-turns-data-center-thermal-capacity-into-a-reserved-infrastructure-product/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/modines-4-billion-cooling-deal-turns-data-center-thermal-capacity-into-a-reserved-infrastructure-product/</guid>
      <pubDate>Sat, 30 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Modine’s $4 billion Airedale agreement shows AI data center cooling shifting toward reserved capacity, upfront funding, and infrastructure procurement.]]></description>
    </item>
    <item>
      <title><![CDATA[Broadridge’s Agentic AI Rollout Turns Financial Automation Into a Production-Systems Story]]></title>
      <link>https://thegridreport.news/article/broadridges-agentic-ai-rollout-turns-financial-automation-into-a-production-systems-story/</link>
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      <pubDate>Sat, 30 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Broadridge’s agentic AI rollout shows financial automation moving into production with ontology-driven workflows, human oversight, and cost reduction.]]></description>
    </item>
    <item>
      <title><![CDATA[Constellation’s Freestone Approval Turns Texas AI Buildout Into a Meter-Boundary Story]]></title>
      <link>https://thegridreport.news/article/constellations-freestone-approval-turns-texas-ai-buildout-into-a-meter-boundary-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/constellations-freestone-approval-turns-texas-ai-buildout-into-a-meter-boundary-story/</guid>
      <pubDate>Fri, 29 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Constellation’s Freestone approval shows Texas AI infrastructure becoming a meter-boundary story around co-located load, ERCOT rights, and speed-to-power.]]></description>
    </item>
    <item>
      <title><![CDATA[Anthropic’s Series H Turns Frontier-Model Equity Into a Memory-and-Compute Reservation Strategy]]></title>
      <link>https://thegridreport.news/article/anthropics-series-h-turns-frontier-model-equity-into-a-compute-procurement-strategy/</link>
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      <pubDate>Fri, 29 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Anthropic’s May 28, 2026 Series H shows frontier AI funding becoming a supply-assurance strategy across memory, Trainium, TPUs, and GPU capacity.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI and Dell Turn Enterprise Codex Adoption Into a Data-Locality Story]]></title>
      <link>https://thegridreport.news/article/openai-and-dell-turn-enterprise-codex-adoption-into-a-data-locality-story/</link>
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      <pubDate>Fri, 29 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI and Dell’s May 2026 Codex partnership shows enterprise AI adoption is becoming a data-locality and governance story across hybrid and on-prem systems.]]></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>Fri, 29 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[CAISO’s May 2026 transmission plan shows load growth driving more than half of 38 projects and more than half of $6.7 billion in estimated grid cost.]]></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>Fri, 29 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[CME Group and Silicon Data’s May 2026 compute-futures plan shows GPU rental pricing becoming benchmarked enough for hedging, valuation, and forward planning.]]></description>
    </item>
    <item>
      <title><![CDATA[DOE’s Data Center Oscillation Report Turns AI Load Into a Grid Measurement Problem]]></title>
      <link>https://thegridreport.news/article/does-data-center-oscillation-monitoring-become-the-next-ai-grid-bottleneck/</link>
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      <pubDate>Fri, 29 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE’s May 2026 data center oscillation report says AI load is becoming a grid measurement problem, from PMU blind spots to point-on-wave monitoring tradeoffs.]]></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>Thu, 28 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE’s May 2026 emergency orders for PJM and Wagner show Mid-Atlantic grid strain shifting from planning risk into a real summer operations problem.]]></description>
    </item>
    <item>
      <title><![CDATA[Anthropic’s Claude Containment Report Turns Agent Safety Into a Blast-Radius Engineering Problem]]></title>
      <link>https://thegridreport.news/article/anthropics-claude-containment-report-turns-agent-safety-into-a-blast-radius-engineering-problem/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/anthropics-claude-containment-report-turns-agent-safety-into-a-blast-radius-engineering-problem/</guid>
      <pubDate>Thu, 28 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Anthropic’s May 2026 Claude containment report shows why agent safety now depends on sandboxes, egress controls, scoped credentials, and blast-radius design.]]></description>
    </item>
    <item>
      <title><![CDATA[Blackstone and Google Turn TPU Capacity Into a Financed AI Infrastructure Product]]></title>
      <link>https://thegridreport.news/article/blackstone-and-google-turn-tpu-cloud-capacity-into-a-financed-ai-infrastructure-product/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/blackstone-and-google-turn-tpu-cloud-capacity-into-a-financed-ai-infrastructure-product/</guid>
      <pubDate>Wed, 27 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Blackstone and Google’s TPU cloud plan pairs a $5 billion equity commitment with 500 MW of capacity, turning frontier AI compute into a financed product.]]></description>
    </item>
    <item>
      <title><![CDATA[DigitalBridge’s ArcLight Deal Turns Data Center Capital Into a Power-Control Story]]></title>
      <link>https://thegridreport.news/article/digitalbridges-arclight-deal-turns-data-center-capital-into-a-power-control-story/</link>
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      <pubDate>Wed, 27 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DigitalBridge’s ArcLight deal shows how AI and data-center investors are pulling power assets, transmission, and development pipelines into one capital stack.]]></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>
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      <pubDate>Thu, 14 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[AI data centers need grid upgrades, substations, and transmission. 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 computational-load alert shows AI data centers are now a grid reliability issue spanning modeling, controls, 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>
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      <pubDate>Thu, 14 May 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[EIA’s May 2026 outlook shows electricity demand rising, commercial load leading growth, and data center measurement becoming central to AI power planning.]]></description>
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