ERCOT’s AI Load Wave Hits the Cost-Allocation Wall

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ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-driven grid upgrades as Meta locks in new power and capacity deals. IN THIS EPISODE 1. Texas grid slammed by 519 power-hungry AI data center requests in just two years [https://www.thecooldown.com/green-tech/texas-data-centers-electricity-impact-power-grid/] — The Cool Down Texas grid slammed by 519 power-hungry AI data center requests in just two years Photo Credit: iStock Proposed AI data centers are poised to put a new kind of pressure on Texas' power system as their electricity needs climb, The Texas Tribune reported. That potential demand is arriving as the grid has come under intense scrutiny in recent years. ### What's happening? According to The… 2. ‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO [https://www.eenews.net/articles/buckle-up-ferc-lawmakers-grapple-with-data-center-costs/] — POLITICO ‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer # ‘Buckle up’: FERC, lawmakers grapple with data center costs Speakers at POLITICO’s Energy Summit pressed for more government action to ensure utility ratepayers don’t bear the costs of an energy-intensive AI boom. Federal Energy Regulatory… 3. RWE secures Meta PPA on 298-MW Texas solar project [https://www.solarpowerworldonline.com/2026/06/rwe-secures-meta-ppa-on-298-mw-texas-solar-project/] — Solar Power World # RWE secures Meta PPA on 298-MW Texas solar project Author: Billy Ludt Published: 2026-06-11T16:52:58+00:00 Source: solarpowerworldonline.com (solarpowerworldonline.com) Language: en ## Story RWE secures Meta PPA on 298-MW Texas solar project RWE and Meta have arranged a long-term corporate power purchase agreement (PPA) for the electricity generated by the 298-MWAC Rabbit’s Foot Solar… 4. Reliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat [https://telecomtalk.info/reliance-meta-ai-datacentre-in-gujarat-jamnagar/1008451/] — TelecomTalk Reliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat × ### Highlights - Reliance and Meta have partnered to develop a 168 MW AI-enabled data centre in Jamnagar, Gujarat. - The facility will be Meta's first built-to-suit data centre in India. - Reliance will provide end-to-end services, from design and construction to operations and utility management. Live #### Hardik… 5. NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs [https://wccftech.com/nvidia-first-co-packaged-optics-switch-lands-at-lambda-cutting-3kw-per-rack/] — Wccftech # NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs Author: Hassan Mujtaba Published: 2026-06-11T09:05:13+00:00 Source: wccftech.com (wccftech.com) Language: en ## Story NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs # NVIDIA’s First Co-Packaged Optics… Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/the-data-center-daily/id1896355970] or Spotify [https://open.spotify.com/show/2miCD1T5sntF7t77eRk8xv]. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

Broadcom’s AI Commitments Hit Real-World Data Center Gates — June 10, 2026

Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop for AI racks. Meanwhile, Memphis and New York are turning water, land and permitting into harder gates for data center growth. IN THIS EPISODE 1. Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. [https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm] — U.S. Securities and Exchange Commission Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. For AI compute suppliers and capacity planners, the filing attaches disclosed scale and a revenue-recognition window to custom accelerator demand beyond current-period shipments. Broadcom has firm multi-year obligations that include a custom AI accelerator… 2. Broadcom arranged an investor-partner structure for AI racks based on its custom AI accelerators and agreed to backstop the customer’s lease obligations, with maximum exposure of $29 billion. [https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm] — U.S. Securities and Exchange Commission Broadcom arranged an investor-partner structure for AI racks based on its custom AI accelerators and agreed to backstop the customer’s lease obligations, with maximum exposure of $29 billion. This puts Broadcom in the financing and risk stack for AI compute capacity, not just the silicon supply chain. The AI rack model disclosed in the filing uses lease obligations and an investor partner;… 3. Step Back — As FERC and the RTOs start carving out faster, conditional paths for massive data center loads, where is the line between legitimate flexible service and queue-jumping that shifts transmission risk onto other customers? BACKGROUND SOURCES * FERC approves SPP non-firm, large load transmission service | Utility Dive [https://www.utilitydive.com/news/ferc-spp-chills-large-load-transmission-service/822211/] — Ethan Howland * Large Energy Users Want Power. Here’s How to Protect Other Ratepayers from the Costs. - RMI [https://rmi.org/resources/large-energy-users-want-power-heres-how-to-protect-other-ratepayers-from-the-costs/] — Rmi * From Rejection to National Rulemaking: The Federal Regulatory Framework for Data Center Power Is Taking Shape - Davis Graham [https://davisgraham.com/news-events/from-rejection-to-national-rulemaking-the-federal-regulatory-framework-for-data-center-power-is-taking-shape/] — Caroline Schorsch * FERC Grapples With Surging Reliability and Interconnection Demands From Data Centers [https://www.orrick.com/en/Insights/2025/11/FERC-Grapples-With-Surging-Reliability-and-Interconnection-Demands-From-Data-Centers] — Orrick * FERC Directs Nation’s Largest Grid Operator to Create New Rules to Embrace Innovation and Protect Consumers | Federal Energy Regulatory Commission [https://www.ferc.gov/news-events/news/ferc-directs-nations-largest-grid-operator-create-new-rules-embrace-innovation-and] — Federal Energy Regulatory Commission * The Emerging Regulatory Framework to Power Data Centers [https://www.pillsburylaw.com/en/news-and-insights/ferc-regulation-data-centers.html] — Pillsburylaw 4. City could take back land if xAI doesn't finish greywater facility [https://wreg.com/news/local/xai-memphis/city-officials-feel-positive-that-xais-water-recycling-facility-progressing-but-say-they-could-take-land-back/] — WREG City could take back land if xAI doesn't finish greywater facility xAI’s Colossus supercomputer site in southwest Memphis MEMPHIS, Tenn. — City leaders feel “pretty positive” that xAI — now part of SpaceX — will finish construction that stalled on a greywater recycling facility to cool their supercomputer in southwest Memphis. But if they don’t, the city’s chief legal officer says they have… 5. New York may temporarily freeze new large data centers - TechInformed [https://techinformed.com/new-york-may-temporarily-freeze-new-large-data-centers/] — TechInformed New York may temporarily freeze new large data centers - TechInformed Listen Text-to-speech not supported in this browser # New York may temporarily freeze new large data centers The bill would pause new DEC approvals for 20 MW-plus data centers and shift more infrastructure, energy and water costs onto large facilities --- New York lawmakers have passed the Responsible Data Center… Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/the-data-center-daily/id1896355970] or Spotify [https://open.spotify.com/show/2miCD1T5sntF7t77eRk8xv]. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

10. juni 202613 min

ERCOT’s AI Load Wave Hits the Cost-Allocation Wall — June 12, 2026

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