July 23, 2026
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Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue Fix
Companies
Talen
Talen Energy operates natural gas and nuclear power plants that supply electricity to data centers and other industrial facilities in Texas and other regions.
Referenced in 2 briefingsLast referenced: July 23, 2026
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July 3, 2026
Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.Talen's $18 billion, 1,920 MW nuclear deal with AWS and Constellation's Three Mile Island restart for Microsoft both predate PJM's curtailment authority.
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ERCOT
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San Marcos, TX
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Bloom Energy
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PJM
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Ensign Infrastructure
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People
Neil Osnato
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Dell'Oro
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FirstEnergy
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Supermicro
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SpaceX
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