FERC Grid Queue Faces the $142B Hyperscale Quarter
Friday, May 29, 2026 · 11 min
FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nuclear deals and SMRs from strategy into execution.
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FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nuclear deals and SMRs from strategy into execution.
In this episode
- [PDF] Interconnection of Large Load - U.S. Chamber of Commerce — U.S. Chamber of Commerce
November 20, 2025 Ms. Debbie-Anne A. Reese, Secretary Federal Energy Regulatory Commission 888 First Street NE Washington, DC 20426 Re: Comments of the U.S. Chamber of Commerce in Response to the Federal Energy Regulatory Commission’s Notice Inviting Comments; Interconnection of Large Loads to the Interstate Transmission System, Docket No. RM26-4-000 Dear Secretary Reese: The U.S. Chamber of…
- Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group
## Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity RENO, NV, December 19, 2025 New Q3 data from Synergy Research Group shows that the number of large data centers operated by hyperscale providers has climbed to 1,297 worldwide, nearly tripling since early 2018. Over the same period, total operational capacity has increased more than fourfold as average data center…
- Power Purchase Agreements (PPAs) for AI Data Centers | Introl Blog — Introl Blog
# Power Purchase Agreements (PPAs) for AI Data Centers: Renewable Energy Strategies Microsoft's landmark 10.5GW renewable energy PPAs, Google's 24/7 carbon-free energy commitment by 2030, and Amazon's position as world's largest corporate renewable energy purchaser with 20GW [](https://blakecrosley.com) Blake Crosley 13 min read…
- SMR and Nuclear-Powered Data Center Developments - iRecruit.co — iRecruit.co
[](/) [Get Started](/candidate-sign-up) March 10, 2026 # SMR and Nuclear-Powered Data Center Developments  Dallas Bond Data centers are facing a growing energy crisis. AI-focused facilities now…