<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0">
  <channel>
    <title>The Grid Report</title>
    <link>https://thegridreport.news/</link>
    <description>AI infrastructure, energy, and data center news.</description>
    <language>en-us</language>
    <lastBuildDate>2026-06-09T06:07:15.913Z</lastBuildDate>
    <item>
      <title><![CDATA[SPP’s CHILL Service Turns AI Grid Access Into a Curtailment-for-Speed Trade]]></title>
      <link>https://thegridreport.news/article/spps-chill-service-turns-ai-grid-access-into-a-curtailment-for-speed-trade/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/spps-chill-service-turns-ai-grid-access-into-a-curtailment-for-speed-trade/</guid>
      <pubDate>Tue, 09 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[SPP’s CHILL service gives large AI-scale loads a faster interconnection path, but only by making curtailment risk an explicit part of the grid-access bargain.]]></description>
    </item>
    <item>
      <title><![CDATA[OpenAI’s Confidential S-1 Turns Frontier AI Capital Into a Public-Market Option, Not an Imminent IPO]]></title>
      <link>https://thegridreport.news/article/openais-confidential-s-1-turns-frontier-ai-capital-into-a-public-market-option-not-an-imminent-ipo/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/openais-confidential-s-1-turns-frontier-ai-capital-into-a-public-market-option-not-an-imminent-ipo/</guid>
      <pubDate>Mon, 08 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[OpenAI’s June 8, 2026 confidential S-1 suggests the company wants public-market optionality, but not necessarily a near-term IPO, as AI capex and strategic tradeoffs keep favoring private-company flexibility.]]></description>
    </item>
    <item>
      <title><![CDATA[Amazon’s Corning Deal Turns AI Data-Center Fiber Into a Reserved Industrial Input Story]]></title>
      <link>https://thegridreport.news/article/amazons-corning-deal-turns-ai-data-center-fiber-into-a-reserved-industrial-input-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/amazons-corning-deal-turns-ai-data-center-fiber-into-a-reserved-industrial-input-story/</guid>
      <pubDate>Mon, 08 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Amazon’s June 8, 2026 Corning deal shows hyperscalers pre-booking fiber, cable, and connectivity capacity as AI data-center network buildouts move upstream.]]></description>
    </item>
    <item>
      <title><![CDATA[New York’s Data-Center Moratorium Bill Turns AI Buildout Into a Rate-Class and Permit Fight]]></title>
      <link>https://thegridreport.news/article/new-yorks-data-center-moratorium-bill-turns-ai-buildout-into-a-rate-class-and-permit-fight/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/new-yorks-data-center-moratorium-bill-turns-ai-buildout-into-a-rate-class-and-permit-fight/</guid>
      <pubDate>Mon, 08 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[New York’s June 5, 2026 data-center bill would pause new hyperscale permits for one year while creating separate electric and water rate classes.]]></description>
    </item>
    <item>
      <title><![CDATA[The U.K.’s AI Hardware Plan Turns Sovereign AI Into an Early-Customer Inference-Chip Story]]></title>
      <link>https://thegridreport.news/article/uks-ai-hardware-plan-turns-sovereign-ai-into-an-early-customer-inference-chip-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/uks-ai-hardware-plan-turns-sovereign-ai-into-an-early-customer-inference-chip-story/</guid>
      <pubDate>Mon, 08 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[The U.K.’s June 8, 2026 AI Hardware Plan pairs a national AI supercomputer with a £150 million inference-chip purchase commitment to create domestic demand.]]></description>
    </item>
    <item>
      <title><![CDATA[Hut 8’s Beacon Point Financing Turns AI Campuses Into Long-Duration Infrastructure Paper]]></title>
      <link>https://thegridreport.news/article/hut-8s-beacon-point-financing-turns-ai-campuses-into-long-duration-infrastructure-paper/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/hut-8s-beacon-point-financing-turns-ai-campuses-into-long-duration-infrastructure-paper/</guid>
      <pubDate>Sun, 07 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Hut 8’s Beacon Point campus shows AI infrastructure being financed through a 15-year 352 MW lease, new substation spend, and long-duration secured notes.]]></description>
    </item>
    <item>
      <title><![CDATA[Anthropic’s Glasswing Expansion Turns Frontier AI Into a Critical-Software Triage System]]></title>
      <link>https://thegridreport.news/article/anthropics-glasswing-expansion-turns-frontier-ai-into-a-critical-software-triage-system/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/anthropics-glasswing-expansion-turns-frontier-ai-into-a-critical-software-triage-system/</guid>
      <pubDate>Sun, 07 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Anthropic’s Project Glasswing expansion shows frontier AI shifting cybersecurity’s bottleneck from finding vulnerabilities to validating, disclosing, and patching critical software at scale.]]></description>
    </item>
    <item>
      <title><![CDATA[DOE’s Microgrid Push Turns AI Data Center Speed-to-Power Into a Controllable-Load Story]]></title>
      <link>https://thegridreport.news/article/does-microgrid-push-turn-ai-data-center-speed-to-power-into-a-controllable-load-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/does-microgrid-push-turn-ai-data-center-speed-to-power-into-a-controllable-load-story/</guid>
      <pubDate>Sun, 07 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE’s June 2026 data-center guidance reframes AI power readiness around microgrids, flexible demand, virtual power plants, and cost-recovery rules instead of passive large-load interconnection alone.]]></description>
    </item>
    <item>
      <title><![CDATA[FERC’s PJM Governance Conference Turns AI Load Stress Into a Market-Design Story]]></title>
      <link>https://thegridreport.news/article/fercs-pjm-governance-conference-turns-ai-load-stress-into-a-market-design-story/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/fercs-pjm-governance-conference-turns-ai-load-stress-into-a-market-design-story/</guid>
      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[FERC’s July 23 PJM governance conference will examine board authority, filing rights, voting rules, and fast-path reforms as large-load pressure intensifies.]]></description>
    </item>
    <item>
      <title><![CDATA[DayOne’s $4.5 Billion Series C Close Turns AI Data Center Scale Into a Private-Capital Race]]></title>
      <link>https://thegridreport.news/article/dayones-4-5-billion-series-c-close-turns-ai-data-center-scale-into-a-private-capital-race/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/dayones-4-5-billion-series-c-close-turns-ai-data-center-scale-into-a-private-capital-race/</guid>
      <pubDate>Fri, 05 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DayOne closed a $4.5 billion Series C round after earlier debt and regional build commitments, signaling that AI-ready data-center scale is being financed at platform level.]]></description>
    </item>
    <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>
      <guid isPermaLink="true">https://thegridreport.news/article/ppls-lp-6-rate-class-turns-data-center-grid-access-into-a-10-year-cost-causation-test/</guid>
      <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>
      <guid isPermaLink="true">https://thegridreport.news/article/does-ouc-order-turn-floridas-data-center-growth-into-a-coal-retirement-delay-story/</guid>
      <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>
      <guid isPermaLink="true">https://thegridreport.news/article/ai-infrastructure-stocks-need-an-infographic-basket-not-a-ticker-dump/</guid>
      <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>
      <guid isPermaLink="true">https://thegridreport.news/article/amd-stock-needs-a-portfolio-tracker-lens-not-just-chip-cycle-headlines/</guid>
      <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>
  </channel>
</rss>
