The Watt Report

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90 Gigawatts Announced. 2 Gigawatts Running.

Jul 14, 2026

90 Gigawatts Announced. 2 Gigawatts Running.

Behind-the-meter gas escaped the interconnection queue and walked straight into the Clean Air Act.

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9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

Jul 7, 2026

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.

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Five states, five answers to "who pays for the grid?"

Jun 30, 2026

Five states, five answers to "who pays for the grid?"

Everyone agrees the data center should foot its own bill. No two states agree on what that means — or when it starts.

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FERC didn't pick winners. It started a 60-day clock.

Jun 23, 2026

FERC didn't pick winners. It started a 60-day clock.

The most consequential grid ruling in years is, on paper, an order to write more orders — and that's exactly why it matters.

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The interconnection queue isn't the bottleneck anymore

Jun 16, 2026

The interconnection queue isn't the bottleneck anymore

An interconnection agreement used to be the finish line. In 2026 it's barely the halfway mark — and the second half runs on a factory floor, not a queue.

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FERC says it'll act by June. Watch for the number.

Jun 2, 2026

FERC says it'll act by June. Watch for the number.

One Commission order decides who carries the cost of the grid the AI build-out needs — and the rest of the ecosystem is already positioning around the answer.

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