Data Centres & Energy

The NRC has published a draft environmental impact statement for Fermi America's four proposed AP1000 reactors in Carson County, Texas, with comments due 23 November 2026. It is a draft, not a licence. Separately, Wood Mackenzie estimates four-hour battery storage is "65% to 75% cheaper" than new gas peakers in the US.

Three big data-centre plans from 8 October 2026: Sesterce's planned "over €10 billion" AI campus at a former paper mill in Jämsä, Finland; a 7 trillion won, 360 MW memorandum of understanding (MOU) in Sejong, South Korea (reported); and ReNew's MOU with the government of Maharashtra for a proposed ₹70,000 crore, 750 MW green data-centre park (reported). All three are plans, not finished deals. Here is what each says and what it leaves open.

The US Nuclear Regulatory Commission says it has received the first part of Blue Energy's phased construction permit application for a single BWRX-300 reactor at the Port of Victoria, Texas, including a request for limited early work. It is an application, not an approval. Here is what the notice says and what happens next.

CoreWeave plans 240 MW in Navi Mumbai, Bell Canada's Regina campus could reach 1.2 GW with its own gas plant, and Applied Digital reported $341.9 million in quarterly revenue alongside $6.4 billion of debt. Meanwhile the bond financing Meta's Louisiana data centre hit a record low, and Entergy's CEO let slip that the site will draw 4,500 MW. What each company confirmed, and what is reported.

Duke Energy, Amazon, Google and Microsoft have filed a North Carolina settlement that makes big data centres pay upfront, sign 10–15 year contracts and accept some power cuts. Indiana approved Google paying the full cost of serving a 390 MW site, and a bipartisan Senate bill would make data centres pay for the grid upgrades they trigger. And gas equipment is being shipped straight to AI projects: a 380 MW Doosan turbine for SpaceXAI and 282 MW of Wärtsilä engines. What is agreed and what still needs approval.

AirTrunk is adding $1B to its 300MW+ TOK1 campus in Japan for liquid-cooled AI, backed by a green loan. In Finland, the regulator has told Google's subsidiary to stop groundwork at two data-centre sites until environmental reviews finish. What each confirms and what it shows about where AI infrastructure can be built.

Black Hills Corp. says it signed definitive agreements through 2048 to serve a planned Google data centre in Cheyenne, Wyoming, investing $1.8bn in 564 MW of company-owned natural gas generation. Company-reported.

Google says a new power purchase agreement with Constellation will finance uprates at six US nuclear plants, adding 890 MW of firm clean capacity to PJM before end-2032. Figures are company-reported.

On 5 October 2026 TeraWulf said it amended its Kentucky Power deal to raise Muskie Data Campus contracted capacity from 500 MW to 1 GW, with the second phase aimed at 2029 pending KPSC approval.

The Wilderness Society has called for a moratorium on AI data centres on U.S. public lands, citing water, energy, wildlife, and access concerns. It is an advocacy position, not enacted law.