Power commitments are getting bigger, while local approvals remain project by project. Six Top Stories and ten quick reads, with proposed capacity kept separate from approved work.
Google’s October 6 agreement supports additional output at 11 existing Constellation reactors, including plants in Illinois and Pennsylvania. The target is 890 MW by the end of 2032. Those megawatts are planned additions, not power available to new campuses today.
Why it matters
This creates a substantial retrofit and equipment pipeline at existing plants. Google estimates 7,200 construction jobs across the six sites; that remains a company forecast.
Watch next
Plant-specific schedules, regulatory approvals and equipment commitments.
Indiana regulators approved AES Indiana’s large-load growth plan on October 7. AES says the framework serving Google’s Morgan County campus makes large customers cover new service costs and projects more than $770 million of benefits for existing customers over 15 years.
Why it matters
The utility arrangement has moved from proposal to approval. Its projected customer benefits still depend on delivery, and this decision does not establish that the campus or all supporting generation is complete.
Watch next
Implementation filings and the timing of grid and generation work.
Digital Realty confirms its Industrial Park North proposal. In October 4 reporting, the mayor described three buildings, an estimated $1.4–1.7 billion investment and a 2033 operations target. A hoped-for 2027 construction start remains a target.
Why it matters
Kokomo now has a named operator and an identifiable site to track. The long schedule makes utility commitments and local approvals the useful next signals.
Watch next
October 10 open house, 2–4 p.m., Big Ben Coffee Co.; then formal filings and infrastructure agreements.
Records reported by PublicSource on October 5 describe a 549-acre former-landfill proposal with 11–28 data-center buildings and up to 1 GW of gas generation. Hendricks’ land purchase had not closed and formal permit applications were not reported.
Why it matters
This introduces a large potential campus to western Pennsylvania. The power-plant figure is generation capacity, not IT load; landfill, air and utility approvals remain separate hurdles.
Watch next
October 13 town hall, land closing and actual permit submissions.
Fit Energy announced its Newport Township plan October 6, naming FuelCell Energy as supplier. Local reporting describes 15 data centers on about 1,386 acres. August zoning permits preceded the announcement; engineering and other permits remain open. Residents challenged the process at the October 5 meeting.
Why it matters
A named sponsor and supplier make this a concrete project to follow. Zoning permits do not equal a construction start or settle the public objections.
Watch next
Developer meeting date, land closing, remaining permits and gas, water and power infrastructure plans.
October 6 reporting reveals a September 24 filing for seven Archbald buildings, a 525 MW substation and 430 MW of batteries. The proposal still includes 44 generators; it is not a diesel-free design.
Why it matters
The revised power design could create substantial battery, substation and fire-protection work. MW describes battery power, not storage duration, and the substation rating is not verified IT demand.
Watch next
Planning-review outcome, battery duration, electrical approvals and procurement.
MPR’s October 3 report describes an October 1 filing in which Minnesota’s attorney general questioned Xcel’s proposed Google contract, including cost allocation and redacted terms. Xcel disputes the concerns.
Why it matters
The pending PUC decision is a separate risk from the court construction hold. The objections are not a proven customer subsidy.
Watch next
PUC responses and the separate environmental-review case.
October 3 reporting details the September 30 open house: a 130-acre proposal, proposed payment terms and a $125 million transmission-improvement pledge. No rezoning application or accepted payment agreement was reported.
Why it matters
This is an early commercial proposal from EQT Real Estate, with its tenant still unnamed.
Watch next
Formal rezoning, utility commitments and accepted terms.
The October 6 draft calls for developers to cover infrastructure and power costs and includes labor and neighborhood-benefit commitments. Feedback closes October 31.
Why it matters
The draft puts conditions into public view before project negotiations.
NCPR reported October 7 that NYDIG/NCCS believes its proposed 635 MW campus may sit outside New York’s permit pause. The state had not confirmed that position.
Why it matters
The answer could affect other previously initiated proposals.
Watch next
Written state determination; the October 21 board meeting has no confirmed project agenda.
October reporting revisits DTE’s September investor update: 2 GW in advanced discussions, with another agreement targeted by year-end, plus 3–4 GW of other prospects.
Why it matters
A substantial opportunity signal, but no named sites or signed agreements to map.
Watch next
An executed agreement and disclosed project identity.