American Electric Power is a major electric utility company that owns and operates significant generation, transmission, and distribution infrastructure serving customers across multiple states including Texas, where it operates through subsidiaries like AEP Texas.
Referenced in 6 briefingsLast referenced: July 25, 2026
Nearly 200 utilities and data center companies have signed the broader version, including American Electric Power, NextEra, Duke, Southern Co., Amazon, Google, Microsoft, Meta, and Oracle.
American Electric Power's experience tells you what that number actually means: 30 GW of preliminary requests collapsed to 5.6 GW of signed Electric Service Agreements once financial commitments tightened, an 81% cut.
Bloom's Oracle book just expanded from 1.2 GW to 2.8 GW, and the company's already booked 100+ MW with Equinix across 19 facilities and up to 1 GW with American Electric Power for off-grid AI campuses.
Bloom has parallel deals with Equinix (exceeding 100 MW across 19 data centers) and a 1 GW commitment from American Electric Power for off-grid AI facilities.
SB Energy will deploy **9.2 GW of new natural gas generation** across Southern Ohio, while American Electric Power commits $4.2 billion in transmission upgrades.