Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load
Tuesday, September 29, 2026 · 10 min
Duke Energy's denied peaker near Amazon's Hamlet campus and an appeal over Meta's Louisiana gas plants show regulators pressing on data center load claims. Meanwhile DG Matrix pilots a solid-state transformer on a live GPU cluster, and Cipher lands a $5.2 billion AI lease.
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Show notes
Duke Energy's denied peaker near Amazon's Hamlet campus and an appeal over Meta's Louisiana gas plants show regulators pressing on data center load claims. Meanwhile DG Matrix pilots a solid-state transformer on a live GPU cluster, and Cipher lands a $5.2 billion AI lease.
In this episode
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