Digital Realty and Equinix Book Record Leases, as Oracle Shrugs Off Project Jupiter's Power Risk and a Court Keeps xAI's Turbine Case Alive
Saturday, October 31, 2026 · 10 min
Data center landlords Digital Realty and Equinix posted record bookings and pricing power, while Oracle insisted it isn't worried about the power and financing questions around its 2.45 GW Project Jupiter campus. Exelon's PJM filings show 37 GW of large-load requests shrinking to about 6 GW of 2031 demand, and a federal court denied xAI's motion to dismiss the NAACP's Clean Air Act suit over its Southaven turbines.
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Show notes
Data center landlords Digital Realty and Equinix posted record bookings and pricing power, while Oracle insisted it isn't worried about the power and financing questions around its 2.45 GW Project Jupiter campus. Exelon's PJM filings show 37 GW of large-load requests shrinking to about 6 GW of 2031 demand, and a federal court denied xAI's motion to dismiss the NAACP's Clean Air Act suit over its Southaven turbines.
In this episode
- Digital Realty (DLR) Q3 2026 Earnings Call Transcript | The Motley Fool — The Motley Fool
“While AI is driving unprecedented levels of demand, delivering that capacity has become increasingly challenging. Customers today increasingly recognize the value of experienced partners with the technological and engineering capabilities, development expertise and financial…”
- Oracle Dismisses Investor Concerns Over $165 Billion Project Jupiter AI Data Centre; Says 'We're Actually Not Too Worried' | Tech News - News18 — Ayush Mukherjee
“The notice reportedly preserves Oracle’s contractual right to delay rental payments by up to three years if power-related problems prevent the facility from becoming operational on schedule in 2028.”
- Exelon’s 37 GW load list and PJM’s 2031 demand forecast — Mara Voss
“Exelon’s September 29 presentation to PJM gives the data-centre boom a useful set of labels. Its total request list is about 37 GW of capacity. Roughly 12 GW, including load already in service, meets Exelon’s high-probability screen; about 25 GW of requests sits outside the…”
- Court tosses request to block Clean Air Act lawsuit against Musk’s xAI - Southern Environmental Law Center — Southern Environmental Law Center
“The Court held that “because the Plant is not a ‘mobile source’ according to the federal regulations…the Plant was not (and is not) exempted from permitting requirements under the Clean Air Act.””