Companies
DTE Energy is a Michigan-based utility company that does not operate datacenters or infrastructure in Texas.
April 30, 2026
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Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029
Michigan's Court of Appeals is now hearing challenges to the DTE-Oracle power agreement that anchored Related Digital's $16 billion Ann Arbor financing from Blackstone and PIMCO.
April 28, 2026
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Oracle Skips the Gas Turbines: 2.45 GW of Fuel Cells at Project Jupiter
Oracle's Michigan deal closes the loop on what disciplined sequencing looks like, DTE committed 100% of the 1 GW campus power before the $14 billion bond sale priced, with Pimco taking $10 billion at a 7.5% coupon to 2045.
March 18, 2026
50 GW of AI Capacity Is About to Face Generator-Level OversightGoogle's "clean transition tariff" agreement with DTE Energy bundles **1.6 GW of solar, 400 MW of storage, and 300 MW of bilateral contracts** to feed a proposed 1 GW campus near Detroit, with a **$10 million affordability fund** as political cover for ratepayer concerns.
Agencies
ERCOT
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Meta
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PIMCO
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Bloom Energy
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Oracle
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North Carolina
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Houston, Texas
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Jensen Huang
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Fort Worth, TX
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Somervell County, TX
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