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Deals & Capex
AMD Signs Credit Support for TensorWave's 222-MW Lease at Fermi's Project Matador in Texas Panhandle
AMD has signed a credit support agreement for TensorWave's 15-year lease of phase one at Fermi's Project Matador in Carson County, Texas. Fermi values the lease at about $6.5 billion in contracted revenue in an Oct. 14 SEC filing. A trade report says the lease must close by Oct. 31.
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New Projects
Augusta files regional-impact review for proposed Nixon Technology Center data center campus
Augusta-Richmond County submitted DRI #4853 to Georgia DCA for 3 G Investments' proposed Nixon Technology Center, which the state filing describes as a 3.34 million-sq-ft data center campus on about 388 acres with an estimated 600 MW peak load. The project has not been approved.
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Policy & Regulation
Oregon Gov. Kotek Directs DEQ to Pause Data Center Air and Water Permits Until July 1, 2027
Oregon Gov. Tina Kotek told the Department of Environmental Quality to stop processing and issuing air and water permits for new or expanded data centers until July 1, 2027, while her advisory committee's recommendations are reviewed ahead of the 2027 legislative session.
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Zoning & Local
San Antonio Zoning Commission Weighs Data Center Rules, Including Council Vote on Each Campus
San Antonio's Zoning Commission holds a hearing Oct. 20 on proposed data center code changes, one of which would require a City Council vote on every new campus. The council's final vote is scheduled for Oct. 29.
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Power & Grid
Texas PUC approves Pecos County solar–data center arrangement; ERCOT recommends Amazon load at Comanche Peak
Texas regulators approved, with six ERCOT conditions, a net metering arrangement putting a proposed 180-MW data center behind a Pecos County solar plant, as ERCOT recommended conditional approval of a 1,200-MW Amazon load at Comanche Peak.
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Deals & Capex
AEP Plans $4 Billion, 702-MW Bloom Fuel Cell Plant Near Cheyenne to Supply Google Under 20-Year PPA
AEP said on Oct. 14, 2026, that it plans to invest about $4 billion in a 702-MW Bloom Energy fuel cell plant near Cheyenne, Wyoming, with Google buying the output under a 20-year power purchase agreement and full operation targeted by the end of 2028.
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Power & Grid
AEP, X-energy and Amazon to study Xe-100 nuclear plant at retired Breed coal site in Sullivan County, Indiana
AEP and X-energy signed a joint development agreement on Oct. 19, 2026, to evaluate a 960-MW, 12-reactor Xe-100 plant at the retired Breed coal site in Sullivan County, Indiana; Amazon will fund development and intends to buy the output. No final investment decision has been made.
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Power & Grid
Entergy Arkansas, Google propose phase two at West Memphis: 440-MW solar PPA, 1,400 MWh of batteries
Entergy Arkansas and Google announced a second-phase agreement on Oct. 19, 2026, tied to Google's West Memphis campus, covering two batteries, a 440-MW solar PPA and transmission. Entergy says Google would cover about $600M of the cost. It plans to submit the deal to the Arkansas PSC for approval.
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Zoning & Local
Starke County, Ind., Commissioners Approve Ban on Commercial Data Centers in Unincorporated Areas
Starke County, Ind., commissioners approved a zoning amendment on Oct. 19, 2026, that bans commercial data centers, crypto mining and server farms in unincorporated areas under Plan Commission jurisdiction, WKVI reported. It takes effect after legal publication.
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Zoning & Local
Van Buren Township Planning Commission Approves Final Site Plan for Google's Project Cannoli Data Center
Van Buren Charter Township's Planning Commission approved the final site plan for Project Cannoli, a 282.2-acre data center campus near I-94 and Haggerty Road with Google as end user, by a 5-1 vote on Oct. 14, 2026, according to Michigan Public, subject to conditions from the township's planning consultant.