AEP

May 15, 2026

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Behind-the-Meter Gas Is the New Default. Chevron Just Set the Texas Template.

AEP separately projects doubling to 63 GW by 2030, with Ohio and Texas accounting for 53 GW of new load.

May 9, 2026

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Behind-the-Meter Goes Mainstream as 30% of New Datacenters Skip the Queue

AEP CEO Bill Fehrman told Q1 2026 investors the utility plans to nearly double generation to 63 GW by 2030, with datacenters driving 90% of growth and 53 GW of the total landing in Texas and Ohio.

May 7, 2026

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Trump Districts Hold 59% of Texas Datacenters. The 2027 Session Just Got Interesting.

Hut 8 commercialized the first phase of Beacon Point in Nueces County with a 15-year, 352 MW IT lease worth $9.8 billion base-term, anchored by an interconnection agreement for 1,000 MW of utility capacity with AEP, energization expected Q1 2027.

May 6, 2026

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Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.

The deal anchors Texas as the proving ground for the power-first, tenant-flexible development model: AEP on power, Vertiv on critical systems, Jacobs on EPCM, with initial energization targeted Q1 2027.

March 5, 2026

KKR and PSP Investments put $2.82 billion into AEP's Ohio and Indiana Michigan transmission companies in June 2025.