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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>2026-06-06T20:44:40.138Z</lastBuildDate>
    <item>
      <title><![CDATA[Broadcom’s Q2 AI Surge Turns Custom Silicon and Networking Into a Concentration Test]]></title>
      <link>https://thegridreport.news/article/broadcoms-q2-ai-surge-turns-custom-silicon-and-networking-into-a-concentration-test/</link>
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      <pubDate>Sat, 06 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Broadcom reported $10.8 billion of Q2 AI semiconductor revenue and guided to $16 billion in Q3, signaling that hyperscaler AI spend is concentrating into custom accelerators and networking.]]></description>
    </item>
    <item>
      <title><![CDATA[Antares’ Mark-0 Criticality Turns Advanced Nuclear Into a 2027 Schedule-Credibility Test]]></title>
      <link>https://thegridreport.news/article/antares-mark-0-criticality-turns-advanced-nuclear-into-a-2027-schedule-credibility-test/</link>
      <guid isPermaLink="true">https://thegridreport.news/article/antares-mark-0-criticality-turns-advanced-nuclear-into-a-2027-schedule-credibility-test/</guid>
      <pubDate>Sat, 06 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[DOE says Antares Nuclear’s Mark-0 reached zero-power criticality on June 4, 2026, turning advanced nuclear from a design story into a schedule, licensing, and commercialization test for 2027 power.]]></description>
    </item>
    <item>
      <title><![CDATA[Microsoft's Work IQ APIs Turn Enterprise Agents Into a Context-and-Spending-Control Story]]></title>
      <link>https://thegridreport.news/article/microsofts-work-iq-apis-turn-enterprise-agents-into-a-context-and-spending-control-story/</link>
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      <pubDate>Sat, 06 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Microsoft's Work IQ APIs go GA on June 16 with context, tools, workspaces, Copilot Credits, and admin spend controls, shifting enterprise agents toward governed runtime economics.]]></description>
    </item>
    <item>
      <title><![CDATA[NVIDIA's U.K. Buildout Turns Sovereign AI Into a Capacity-and-Procurement Race]]></title>
      <link>https://thegridreport.news/article/nvidias-uk-buildout-turns-sovereign-ai-into-a-capacity-and-procurement-race/</link>
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      <pubDate>Sat, 06 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[NVIDIA says the U.K. will add up to 120,000 Blackwell GPUs and as much as GBP11 billion in local AI-factory buildout, tying sovereign AI to procurement and power-ready infrastructure.]]></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>Sat, 06 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[New York lawmakers passed S10642/A11560 with a one-year hyperscale data-center permit moratorium, new electric and water rate classes, and statewide impact review.]]></description>
    </item>
    <item>
      <title><![CDATA[TSMC’s AI Fab Push Turns Chip Capacity Into a Yield-and-Cycle-Time Story]]></title>
      <link>https://thegridreport.news/article/tsmcs-ai-fab-push-turns-chip-capacity-into-a-yield-and-cycle-time-story/</link>
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      <pubDate>Sat, 06 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[TSMC is using NVIDIA AI across lithography, process control, defect inspection, and FabTwin planning, shifting the AI-capacity race deeper into fab throughput.]]></description>
    </item>
    <item>
      <title><![CDATA[Foxconn’s Smart-Hospital Push Turns Agentic AI Into a Physical-Operations Story]]></title>
      <link>https://thegridreport.news/article/foxconns-smart-hospital-push-turns-agentic-ai-into-a-physical-operations-story/</link>
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      <pubDate>Sat, 06 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[Foxconn and NVIDIA are moving hospital AI beyond pilots by combining AI agents, nursing robots, and digital twins into a smart-hospital operations stack.]]></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>
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      <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>
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      <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>
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      <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>
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      <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>
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      <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>
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      <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>
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      <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>
    <item>
      <title><![CDATA[Public Disclosure Trackers Need Filing-Type Labels Before Portfolio Claims]]></title>
      <link>https://thegridreport.news/article/public-disclosure-trackers-need-filing-type-labels-before-portfolio-claims/</link>
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      <pubDate>Thu, 04 Jun 2026 05:00:00 GMT</pubDate>
      <description><![CDATA[A source-backed methodology note for public portfolio trackers: 13F filings, SEC Form 4 insider reports, and STOCK Act disclosures each prove different things.]]></description>
    </item>
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