Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback
Friday, October 2, 2026 · 10 min
Michigan regulators approved DTE's 20-year power contracts for Google's 1 GW Van Buren Township campus with some of the toughest ratepayer protections yet, while Amazon signed a 690 MW Calvert Cliffs nuclear deal and, per the FT, is pitching investors an $8 billion Grace Blackwell sale-leaseback. Plus Ireland's regulator warns data center fault behavior could black out the island, and Apollo backs a $15 billion JERA-Dell campus in Chiba.
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Michigan regulators approved DTE's 20-year power contracts for Google's 1 GW Van Buren Township campus with some of the toughest ratepayer protections yet, while Amazon signed a 690 MW Calvert Cliffs nuclear deal and, per the FT, is pitching investors an $8 billion Grace Blackwell sale-leaseback. Plus Ireland's regulator warns data center fault behavior could black out the island, and Apollo backs a $15 billion JERA-Dell campus in Chiba.
In this episode
- Michigan Public Service Commission (via Public) / MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs — Michigan Public Service Commission
Michigan Public Service Commission (via Public) / MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs 01/10/2026 | Press release | Distributed by Public on 02/10/2026 02:11 # MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs Customer Assistance: 800-292-9555 …
- Large upgrade planned at Calvert Cliffs after power deal signed with Amazon - Maryland Matters — Maryland Matters
Large upgrade planned at Calvert Cliffs after power deal signed with Amazon - Maryland Matters # Large upgrade planned at Calvert Cliffs after power deal signed with Amazon Plant will produce more energy as soon as 2030, thanks to 20-year power purchase agreement with data center operator By Christine Condon - September 30, 2026 4:05 pm The Calvert Cliffs Nuclear Power Plant Units 1 and 2…
- Amazon in Talks to Offload $8B Nvidia Grace Blackwell AI Chips via SPV, FT Reports - Emirates 24|7 — Reuters
Amazon in Talks to Offload $8B Nvidia Grace Blackwell AI Chips via SPV, FT Reports - Emirates 24|7 # Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports Amazon explores $8 billion deal to move Nvidia Grace Blackwell AI chips into an SPV, lease them back, and attract investors via debt for a more asset-light balance sheet By Reuters Published: 2026-10-02T10:04:00+04:00…
- ‘Significant risk’ of power outages due to data centre demand, regulator warns — Cillian Sherlock, Press Association
‘Significant risk’ of power outages due to data centre demand, regulator warns # ‘Significant risk’ of power outages due to data centre demand, regulator warns By Cillian Sherlock, Press Association Published 1st Oct 2026, 16:29 BST A man walking through a large data centre ## The Commission for the Regulation of Utilities has published a document on risks identified by transmission system…
- Apollo to back $15 billion AI infrastructure project in Japan - The Japan Times — Mayumi Negishi
Apollo to back $15 billion AI infrastructure project in Japan - The Japan Times # Apollo to back $15 billion AI infrastructure project in Japan Apollo Global Management intends to serve as a strategic investment and financing partner for U.K. developer RHAELM Holdings, which is teaming up with Jera, Japan’s largest power generator, and Dell Technologies on a venture in Chiba Prefecture. |…