April 1, 2026
Utilities Waited. SoftBank, Google, and the Army Didn't.SPP saw thermal interconnection requests jump tenfold in a single year.
Agencies
SPP
SPP (Southwest Power Pool) is a regional transmission organization that manages the electric grid and wholesale energy market for parts of Texas and multiple surrounding states.
Referenced in 4 briefingsLast referenced: April 1, 2026
Mentions
March 17, 2026
Virginia Led. Now New Jersey and Illinois Want Hyperscalers to Pay the Grid Bill.Meanwhile, Xcel Energy doubled its contracted datacenter pipeline to 6 GW by end-2027 and landed a $1.5 billion 765-kV transmission line in the Southwest Power Pool.
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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PJM
4 co-occurrences
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MISO
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ERCOT
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Microsoft
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Amazon
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California
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Virginia
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OpenAI
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