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Deep & Emerging Tech·September 30, 2026·1 min read

Biggest US Grid Suspends Plan for New Data Center Power Auction

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The largest US grid operator suspending a special data center power auction is a warning that demand growth from AI is outrunning market design. If you’re siting large compute, you now need a grid strategy—PPAs, on-site generation, or location shifts—not just a cloud strategy.

Deep & Emerging Tech

US government reveals $5.25 billion spending on boosting national grid to help power new AI data centers — money will cover 31 projects across 26 states, but how will it affect energy bills?

A $5.25 billion federal push into wires and sensors instead of new plants confirms that grid capacity and reliability are now the gating factors for AI data center growth. If you’re planning large-scale AI infra, your real bottlenecks are interconnect queues and transmission upgrades, not just GPUs.