Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain
Friday, October 23, 2026 · 9 min
Google expands its Voltus bring-your-own-capacity deal in PJM tenfold to 1,070 MW under a contract running through 2040, while Nvidia locks in substrate, packaging, test and optics capacity with six suppliers. Plus Bernstein's estimate that only about 35% of announced US data center capacity gets built, and a Pennsylvania county ordering a developer to stop work on a substation.
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Show notes
Google expands its Voltus bring-your-own-capacity deal in PJM tenfold to 1,070 MW under a contract running through 2040, while Nvidia locks in substrate, packaging, test and optics capacity with six suppliers. Plus Bernstein's estimate that only about 35% of announced US data center capacity gets built, and a Pennsylvania county ordering a developer to stop work on a substation.
In this episode
- Google is purchasing 1 GW of distributed capacity in PJM | Latitude Media — Maeve Allsup
“While the specifics of the deal aren’t public, Guernsey confirmed that Google signed a contract that extends through 2040, and that it will offset load from multiple data centers in PJM.”
- Nvidia Locks Up AI Chip Testing and Optics Capacity With ... — Jeremy Fielding
“Taken together, the agreements form an escalating set of capacity targets: substrates expanding 2.5 times over the next three years, advanced packaging in South Korea growing more than 300 percent by the end of 2028, total semiconductor testing capacity doubling from…”
- AI Data Center Boom: 65% of Announced Capacity May Never Get Built - Business Insider — Alistair Barr
“Bernstein Research analyzed thousands of planned US data centers and concluded that only about 35% of the announced capacity is likely to get built. That's roughly 170 gigawatts of data center capacity out of a total of almost 500 gigawatts.”
- Pa. county tells developer to stop work on data center, as utility reveals power line plan — Pennlive
“In an Oct. 16 letter made public Wednesday, the commissioners told PNK Group it had not received the required approvals before starting work.”