April 1, 2026
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Utilities Waited. SoftBank, Google, and the Army Didn't.
MISO flagged "fewer synchronous resources and more inverters" as an active stability concern in its February 2026 report.
Agencies
MISO (Midcontinent Independent System Operator) operates the electric grid covering parts of Texas, including the upper Texas Panhandle and portions of north-central Texas outside of ERCOT's jurisdiction.
April 1, 2026
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Utilities Waited. SoftBank, Google, and the Army Didn't.
MISO flagged "fewer synchronous resources and more inverters" as an active stability concern in its February 2026 report.
March 30, 2026
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Texas Writes the Rules While Google Writes the Check
In Wisconsin, MISO reversed a $1.3 billion competitive transmission award from low-bidder Viridon to incumbent ATC, citing construction urgency driven by a $15 billion data center campus in Port Washington.
March 29, 2026
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West Texas Is Building Its Own Grid, One Hyperscale Campus at a Time
In Wisconsin, MISO reversed a transmission project award, pulling a $350 million bid from Blackstone-backed Viridon and handing it to incumbent ATC to serve Port Washington's $15 billion data center campus, prioritizing execution speed over lowest cost.
March 26, 2026
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When Drones Target Power Lines, the Perimeter Is Everywhere
In Wisconsin, MISO reversed a $350 million substation award from Blackstone-backed Viridon to incumbent American Transmission Company after a $15 billion data center campus created urgency, a decision that shifts cost allocation from multistate ratepayers to Wisconsin customers alone.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationThe company holds 4 GW of pre-permitted sites across ERCOT, SPP, PJM, and MISO, and says off-takers for green hydrogen simply wouldn't commit.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayThat's great for Texas. It's a crisis for PJM, MISO, and SPP, where market rules don't permit revenue stacking, stranding battery economics.
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ERCOT
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Microsoft
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PJM
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