Google and Entergy Rework Arkansas Deal Over Who Pays, as Musk Promises 10 GW More Compute in 2027
Thursday, October 22, 2026 · 9 min
Entergy Arkansas and Google amend their West Memphis power deal to resolve an accounting fight over ratepayer charges while adding a 440 MW solar PPA, 1.4 GWh of batteries and new transmission. Also: Musk's 10 GW compute claim for SpaceXAI, TCEQ pulling its permit portal offline, and $35 billion of Chinese orders for an Nvidia workstation GPU.
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Entergy Arkansas and Google amend their West Memphis power deal to resolve an accounting fight over ratepayer charges while adding a 440 MW solar PPA, 1.4 GWh of batteries and new transmission. Also: Musk's 10 GW compute claim for SpaceXAI, TCEQ pulling its permit portal offline, and $35 billion of Chinese orders for an Nvidia workstation GPU.
In this episode
- Untangling the accounting fight reshaping Google’s Arkansas power deal — Latitude Media
“The criticisms ultimately came down to accounting: whether Google’s payments should directly and immediately reduce the plant investment on which Entergy earns a return, or instead count as utility revenue credited against customers’ costs over time.”
- Elon Musk says he’s staying in Memphis ‘night and day’ guiding data center buildout — WREG
““At this point I would say I’m fairly confident of being able to bring an incremental 10 gigawatts of compute online in 2027. That would be in addition to the roughly three gigawatts, maybe two and a half to three gigawatts, that we’ll have online by the end of this year,” Musk…”
- TCEQ shuts down permit filing system amid data center dispute — Emily Foxhall
““To ensure all applications are thoroughly reviewed by agency staff to determine if they are related to data centers, applications must be physically provided to TCEQ,” agency spokesman Ryan Vise said in a statement.”
- Exclusive-ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders — StreetInsider
“One source said Nvidia told partners they might receive only 5% to 10% of the quantities requested. Another said the company had indicated it could produce no more than 3 million RTX PRO 5500 cards globally in 2027.”