AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance
Friday, September 11, 2026 · 7 min
ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days.
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ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days.
In this episode
- Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix — Business Wire
Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix # Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix By Business Wire | September 10, 2026, 10:00 AM New Innovation Lab program lets platform partners, such as Equinix, enable enterprises to order Comcast Business last-mile connectivity through standards-based APIs,…
- PGRR144: New Requirements for Large Loads in ERCOT | EPE — EPE
PGRR144: New Requirements for Large Loads in ERCOT | EPE Sep 10, 2026| News # PGRR144 Moves Forward: New Dynamic Modeling and Validation Requirements for Large Loads in ERCOT By Farid Ishak ERCOT's large load interconnection requirements continue to evolve, with increasing focus on the completeness, accuracy, and validation of dynamic models used to study projects before they connect to the…
- Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer. — U.S. Securities and Exchange Commission
Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer. This is a financing architecture for scaling AI compute, not just a demand forecast: Broadcom says financial partners fund deployments while it provides the technology to…
- Is the West on the cusp of a transmission breakthrough? — Latitude Media
Three decades ago, Idaho Power proposed a 575-mile transmission line connecting the power grids in southern Nevada and Idaho. The benefits were straightforward: The desert Southwest, where electricity demand peaked in the summer as Phoenix and Las Vegas cranked the air conditioning, could swap power with the Pacific Northwest, where heating demand spiked during winter cold snaps. The resulting…