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February 2, 2026

data centers

PSEG
PSEG Sees Surge in Large Load Inquiries
Public Service Enterprise Group saw an “over-12-fold” increase in mature leads and inquiries from customers exploring “large load and data center projects” over the past year, CEO Ralph LaRossa said in the utility’s fourth-quarter earnings call. 
Atlantic Council
With Demand Growth Across US, Geothermal is Poised for its Moment
The future of geothermal energy was the focus of a panel discussion hosted by the Atlantic Council in D.C.
© RTO Insider LLC 
‘Build, Build’: MISO, SPP Stance on Resource Additions Clear at GCPA Conference
MISO and SPP executives promised to open their queues’ floodgates at the Gulf Coast Power Association’s annual MISO-SPP conference.
Lawrence Berkeley National Laboratory
FERC Launches Rulemaking on Thorny Issues Involving Data Center Co-location
FERC voted unanimously to launch a review of data center co-location issues in PJM that will look into whether the RTO’s tariff needs to be revised to ensure grid reliability and fair costs to customers.
Southern Co.
Strong Southeast Economy Bolstered Southern Co. Growth in 2024
Southern Co. leaders said the region's rising commercial demand for electricity continued to fuel strong revenue growth across its companies in 2024.
Constellation Energy
Constellation Reports Solid 2024 Financials, Expects Better in 2025
Constellation Energy turned in better than projected financials for 2024 as it continued to meet the demand for emissions-free energy with the nation’s largest nuclear fleet.
SEIA
Energy Innovation: US Needs New Approach to Grid Reliability
To build a reliable, affordable and clean electric power system, the U.S. energy industry and customers will need to shift their thinking about what a reliable system looks like, according to a study from nonprofit think tank Energy Innovation Policy & Technology.
Barton Malow
DTE Energy Ups 5-Year Plan to $30B
DTE Energy’s five-year capital expenditure plan now calls for $30 billion in investment, up $5 billion.
Duke Energy
Duke Spending Big to Meet Increasing Load Growth in the Late 2020s
Duke Energy’s leadership changed the guard during its first-quarter earnings call as retiring CEO Lynn Good and her replacement, Harry Sideris, split the presentation. 
Google
AEP to Increase Investment in Face of Data Center Growth
American Electric Power told financial analysts that it is evaluating $10 billion of potential incremental investment because of increasing interest from data centers and other large loads.

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