LandGate Resources

On July 27, PJM Interconnection's board directed staff to file a proposal with FERC that changes a basic assumption the data center industry has been building on for two years: that a signed interconnection agreement means firm power. It doesn't anymore, or at least it won't after June 2027, a shift tech and energy press picked up on within a day as a sign the AI buildout had hit a hard limit. The proposal defines a "Large Load" as any customer with 50 MW or more of cumulativ

Siting next-generation AI infrastructure is no longer an interconnection game. It's a land intelligence game. Interconnection queues across major grid operators now stretch 4 to 7 years, and in some PJM territories a single 100 MW connection can take seven years on its own. Hyperscalers and data center developers can no longer count on a traditional utility power drop to energize a gigawatt-scale campus on schedule. The response: capital is shifting toward behind-the-meter (B

On July 16, EPA Assistant Administrator Aaron Szabo sent a letter that quietly reshapes the economics of self-generation for data centers. In it, EPA concluded that power plants supplying electricity only to a data center, not to the broader grid, do not fall under the Clean Air Act's Acid Rain Program. The agency confirmed the interpretation publicly on July 27. Reuters and other outlets, including The Hill, framed it plainly: developers can now sidestep one of the country's

On July 20, BlackRock began marketing a bond sale of more than $12 billion to help finance a single data center campus: Meta's project in El Paso, Texas. JPMorgan Chase and Morgan Stanley are running investor calls this week, with pricing expected early next week. If it closes near that size, it will rank among the largest single-site financings ever assembled for digital infrastructure. For developers watching from outside the hyperscaler tier, the headline number is less in