NERC

May 21, 2026

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Dallas, Austin, West Texas Sweep the Global Top Three

NERC projects summer peak demand could rise 224 GW over the next decade.

May 19, 2026

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NextEra Pays $67B for the Playbook Texas Has Run Since 2024

NERC's May 4 Level 3 Alert reframes hyperscale computational loads as active grid participants, citing disturbance events in Virginia and Texas where large data center loads amplified instability.

May 10, 2026

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Sequencing Beats Vision: Why Fermi's $19B Pitch Couldn't Land a Single Tenant

NERC issued a rare Level 3 alert after large data center loads dropped or shifted unexpectedly.

May 5, 2026

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Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

NERC documented multiple events in 2024 and 2025 where more than 1 GW of computational load dropped simultaneously, on the East Coast and in Texas, with no utility planning model catching it.

May 4, 2026

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NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

NERC issued a Level 3 alert Monday, only the third in the organization's history, warning of "significant risks" to bulk power reliability from large data centers.

April 16, 2026

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Engage Early or Inherit Someone Else's Moratorium

Utah faces a similar squeeze: 920 MW of current data center capacity will triple to 3,500 MW as 2,600 MW come under construction, with the North American Electricity Reliability Corporation projecting elevated grid risk there beginning in 2031.

March 18, 2026

NERC is fast-tracking new reliability standards for AI datacenters, launching a standards-drafting project this week after labeling sudden AI training load swings a "high likelihood, high impact" cascading blackout risk.

March 2, 2026

NERC flagged growing data center power demand as raising outage risk across Western regions.

February 9, 2026

NERC's 2025 Long-Term Reliability Assessment delivers its starkest warning yet: summer peak demand will grow 224 GW over the next decade (69% above last year's forecast), while 105 GW of capacity retires, and the generation pipeline is tilting hard toward renewables and storage that underperform in winter.