EverWind will fully fund grid connection and network upgrade costs at its Point Tupper, Nova Scotia campus, where Anthropic has leased the 95 MW first phase for at least 20 years, while the 325 MW expansion waits on grid studies and approvals. In Indiana, NiSource's 20-year deal adds about 1,100 MW for Microsoft's La Porte campus from 2028, with Microsoft funding all generation and transmission, plus a 600 MW battery tolling contract carrying roughly $2.2 billion in payments. AI tenants are signing long paper and paying for their own power.

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Sources:
https://www.globenewswire.com/news-release/2026/10/16/3382650/0/en/everwind-announces-10-billion-investment-in-point-tupper-data-centre-campus-and-renewable-energy-portfolio-across-nova-scotia.html
https://www.cbc.ca/news/canada/nova-scotia/nova-scotia-to-host-massive-data-centre-to-power-anthropic-s-ai-assistant-claude-9.7383129
https://www.thecanadianpressnews.ca/science/everwind-says-10b-ai-data-centre-proposal-largest-private-investment-in-n-s-history/article_a4aafa1e-2a10-5087-a019-30ea88e8948f.html
https://www.investing.com/news/stock-market-news/anthropic-signs-lease-for-first-canadian-data-center-4954967
https://investors.nisource.com/financial-news/news-details/2026/NiSource-announces-long-term-agreement-with-Microsoft-expected-to-increase-customer-savings-and-support-Indianas-economic-growth/default.aspx
https://www.financialmarkets.com/article/nisources-microsoft-deal-adds-1100-megawatts-what-it-disclosed-to-the-sec-is-a-2
https://wsbt.com/news/local/microsoft-nisource-reach-20-year-power-agreement-for-northern-indiana-data-center-campus

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