Daybreak / Market
Monday 19 October 2026

Announcements and builds

5
AWS files plan for 36 buildings at Homer City, powered by a 4.5 GW gas plant
6 Oct DCD 36 buildings, Pennsylvania
Sesterce to invest $10bn in a 600 MW campus at a former paper mill in Jämsä
8 Oct DCD 600 MW, Finland
Applied Digital secures access to up to 1 GW of power in Finland, power from 2028
6 Oct DCD 1 GW, Finland
TeraWulf doubles Kentucky Power contract at Muskie to 1 GW; second phase moves to 2029
6 Oct DCD 1 GW, Kentucky
Anthropic linked $366m data center project filed in Cedar Creek, Texas
9 Oct DCD $366m, Texas

Blocked and contested

5
Memphis council delays its 12 month moratorium vote a second time; likely 20 Oct
12 Oct DCD Memphis, vote 20 Oct
Cologno Monzese council unanimously rejects an 80 MW data center over water and power
9 Oct DCD 80 MW, Lombardy
1.6 GW WBS Power 3 in Trzebnica stalls without Tauron supply confirmation
9 Oct DCD 1.6 GW, Poland
Hallyards Castle in Fife faces demolition for ILI Group's 600 MW Cato campus; community objects
7 Oct DCD 600 MW, Scotland
Santa Clara council prioritizes water and air standards for data centers; moratorium item 20 Oct
11 Oct San José Spotlight Santa Clara

Queue and capacity

5
FERC rejects PJM's Interim Resource Adequacy Service; approves only the large load definition and registry
12 Oct Utility Dive PJM IRAS rejected
PJM approves 2.1 GW on its Expedited Interconnection Track, including Engie storage in Ohio
9 Oct Utility Dive 2.1 GW, PJM
DOE asks FERC to make PJM large loads pay for the 6.8 GW backstop; revised filing due 29 Oct
8 Oct Utility Dive 6.8 GW backstop
Denmark grid law puts most data centers in the lowest of four connection tiers from 12 Oct
7 Oct DCD Tier 4, Denmark
Duke Energy settles its North Carolina large load tariff; new data centers pay upfront
7 Oct WUNC Large load tariff, NC

Prices and curtailment

5
November Henry Hub settles at $3.167/MMBtu on milder weather
12 Oct Reuters $3.167, gas
PJM Western Hub day ahead on peak at $70.97/MWh, down 18.5%
9 Oct EIA $70.97/MWh, PJM
Wood Mackenzie: four hour batteries 65% to 75% cheaper than new US gas peakers
8 Oct Utility Dive Storage beats peakers
Maryland awards 440 MW/1,760 MWh in its first bulk storage round, below target
6 Oct Utility Dive 440 MW, Maryland
US utilities file a record $4.5bn of rate increase requests in Q3
9 Oct Utility Dive $4.5bn, Q3

What it opens

5
Goodman FRA02 to supply up to 50 MW of heat to a new Neu-Isenburg district network
8 Oct DCD 50 MW heat, Germany
Finland consults on tiered grid access favoring data centers under 10 MW
7 Oct DCD Under 10 MW, Finland
Denmark puts data centers tied to critical societal functions in its top grid tier
7 Oct DCD Tier 1, Denmark
Nvidia MGX 1.2 opens 250 kW liquid cooled rack designs to all OCP builders
12 Oct DCD 250 kW racks
ABB launches Infinitus 800 VDC power suite, including a solid state transformer
6 Oct DCD 800 VDC

Lead times reported

5
Border States: copper wire, aluminum wire and 100 to 150 mm (4 to 6 in) conduit suppliers at capacity for the year
12 Oct Distribution Strategy Group Copper, conduit maxed
Gas turbine prices to reach $600/kW by end 2027; OEM backlogs 35 GW to 116 GW
8 Oct Utility Dive Turbines, 116 GW backlog
Oxide says rack demand still exceeds supply after 20x manufacturing growth
12 Oct DCD Racks short
Cipher's Barber Lake data halls slip to Q4 2026 to Q1 2027
10 Oct DCD Delivery slip, Texas
Current position: substation transformers 160+ weeks, GSU 144 weeks, MV switchgear 44 weeks (last updated 13 Aug)
13 Aug VAWN Lead Time Index Transformers 160+ weeks

Money moving

5
Google and Constellation sign 3.6 GW in PJM, including an 890 MW 20 year nuclear PPA
6 Oct DCD 3.6 GW, PJM
Cipher extends Barber Lake leases to 20 years, adding about $5.2bn of contracted revenue
10 Oct DCD $5.2bn, 300 MW
SWI raises 800m euros for data center and AI capacity in Europe and the US
12 Oct DCD 800m euros
Oxide raises $445m Series D led by Eclipse
12 Oct DCD $445m, Series D
DOE awards $159m to 12 Genesis Mission Phase II projects; AWS and Crusoe add $50m credits each
12 Oct DCD $159m, DOE

Cooling and density

5
AFCOM survey finds average rack density rose from 16 kW to 27 kW in one year
5 MAR Data Center Knowledge DENSITY
Eaton completes $9.5bn acquisition of liquid-cooling maker Boyd Thermal
13 MAR tEDmag COOLING
Johnson Controls publishes air-cooled chiller reference design for 1 GW AI data centres
5 MAY Johnson Controls COOLING
Ecolab closes $4.75bn acquisition of direct-to-chip cooling firm CoolIT Systems
2 JUL Ecolab COOLING
Uptime Institute survey finds more operators reporting peak racks of 30 kW or more
28 JUL Uptime Institute RESEARCH

Power architecture

5
Texas Instruments unveils 800 VDC power architecture for AI data centres with NVIDIA
16 MAR Texas Instruments POWER
NFPA 855 2026 edition makes hazard mitigation analysis standard for most BESS installs
27 MAR Exponent POLICY
Enphase launches solid-state transformer supplying 800 VDC to AI data centres
4 MAY pv magazine POWER
Research and Markets forecasts US data-centre SST market to reach $154m by 2030
1 JUL GlobeNewswire RESEARCH
Cummins to supply battery storage to smooth AI load swings at a US data centre
28 AUG Intersolar & Energy Storage North America STORAGE

Heat and recovery

5
EnergiRaven argues UK should treat data-centre waste heat as strategic infrastructure
1 APR Data Centre Review POLICY
Germany's draft Energy Efficiency Act amendment scales back data-centre waste-heat reporting
16 APR Orrick POLICY
Fortum starts heat pump plants that will take waste heat from Microsoft data centres
6 MAY Fortum EVIDENCE
International District Energy Association sets out path to link data centres to heat networks
9 JUN International District Energy Association RESEARCH
Scandinavian Data Centers signs 25-year deal to supply up to 10 MW of heat in Eskilstuna
22 JUL Datacenter Forum EVIDENCE
Commit to memory