Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load
Monday, October 19, 2026 · 9 min

NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing.
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Show notes
NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing.
In this episode
- NiSource Signs 20-Year Microsoft Power Agreement for 1,100 MW Indiana Data Centre Campus — Fiona Craig
“Electricity service is expected to begin in 2028, with Microsoft agreeing to fund the generation and transmission infrastructure required to meet the facility's power requirements.”
- NERC passes grid reliability standards for data centers, AI facilities, ETDatacenters — ETDatacenters
“These standards require facilities to provide grid data, coordinate protection settings, and respond to grid operators' instructions. The standards and associated implementation plans will now go before NERC’s Board of Trustees for adoption.”
- 🧭 AEP’s ~$4B Google Plant, Solaria’s ~$5.7B Uruguay Pact, AMD Backs Fermi — Globaldatacenterhub
“The seller is Cheyenne Fuel Cell, LLC. AEP owns about 92%, and funds advised by Basalt Infrastructure Partners hold nearly 8%. Bloom Energy supplies fuel cells that make power from natural gas without burning it, and the plan adds carbon capture. Construction is planned to start…”
- Stratos Project water application reveals new details on massive data center | KSL.com — KSL.com
“According to the documents, the project would include 11 clusters of data center buildings and a 7.5-gigawatt generation facility comprised of fifteen 500-megawatt combined-cycle natural gas power plants. It also lists 4,850 employees.”