PG&E Defers Large Load Beyond 1.8 GW as South Korea Moves to Cut Its AI Data Center Demand Forecast
Monday, October 26, 2026 · 10 min
PG&E's third-quarter filings show 12,870 MW of data center requests but only 174 MW energized, and South Korea's energy minister says vague AI data center demand won't go into the next power plan. Plus NERC asks FERC to fast-track registering data center owners and operators, and SpaceXAI discloses up to $6.1 million in stormwater penalty exposure in Mississippi.
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Show notes
PG&E's third-quarter filings show 12,870 MW of data center requests but only 174 MW energized, and South Korea's energy minister says vague AI data center demand won't go into the next power plan. Plus NERC asks FERC to fast-track registering data center owners and operators, and SpaceXAI discloses up to $6.1 million in stormwater penalty exposure in Mississippi.
In this episode
- PG&E reports 12,870 MW of data center load in its pipeline and lists large load beyond an initial 1.8 GW as work to be delayed or deferred | Colocation Scout — Bridgepointe Technologies
“PG&E's third quarter 2026 earnings presentation, furnished October 22, 2026, shows 12,870 MW of new data center load in its pipeline as of September 2026, up from 12,710 MW in June. Most of it, 8,350 MW, is at the application and preliminary engineering stage.”
- Korea to Trim AI Data Center Power Demand Forecast - Seoul Economic Daily — Joo Jae-hyun
“When we announced the three mega-projects, we tried to reflect corporate demand as fully as possible, but once we got into it, not much demand has actually been firmed up in concrete terms. It is difficult to put all of this vague demand into the 12th electricity plan, so we…”
- NERC Seeks FERC Approval to Add Two New Entities to Registry Criteria Tied to Large Computation Loads | American Public Power Association — Paul Ciampoli
“Based on the newly emerging reliability risks and recommended mitigation, NERC is proposing for the first time to regulate certain large customers based on their impact on the reliable operation of the BPS.”
- SpaceXAI Discloses $6.1M Stormwater Permit Exposure at Mississippi AI Campus — Abdul-Rahman Oladimeji
“SpaceXAI, Elon Musk's artificial intelligence company, disclosed Thursday that Mississippi environmental regulators say construction started at three of its Southaven sites before required stormwater permits were in place, with potential penalties of up to $6.1 million.”