FERC accepted PJM's 50 MW large-load definition and registry but rejected its interim curtailment service and bring-your-own-capacity rules. Separately, xAI switched on Colossus 2 in Memphis, and Entergy testimony put Meta's Hyperion load in Louisiana at 4,500 MW.
In this episode:
Top stories:
1. FERC rejects PJM's large-load curtailment plan, keeps the load registry | The Duck Curve — The Duck Curve
https://theduckcurve.com/posts/ferc-rejects-pjm-iras-keeps-large-load-registry
2. xAI brings Colossus 2 supercomputer online in Memphis - Newzino — Newzino
https://newzino.com/story/xai-colossus-2-online
3. The 4,500 Megawatt Number Meta Fought to Keep Off the Record - Tech Thought Leaders — Tech Thought Leaders
https://techthoughtleaders.io/meta-hyperion-4500-megawatts-louisiana-grid/
4. TeraWulf’s 1 GW Muskie Bet: Power Scaled, Capital Strained | The Desk — The Desk
https://www.thedeskresearch.com/publications/terawulfs-1-gw-muskie-bet-power-scaled-capital-fda98acc
5. Digital Realty subsidiary issues €1B in notes | DLR 8-K Filing — Stock Titan
https://www.stocktitan.net/sec-filings/DLR/8-k-digital-realty-trust-inc-reports-material-event-244d33a0e082.html
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