The New York Times reports Meta has claimed billions in research tax credits by treating its AI data centers as experimental pilot models. Plus Michigan's conditional approval of DTE's Google contracts, MISO's 120-day study for paired large loads and generation, TeraWulf's 1 GW Muskie contract, and a cooler IPO window for data center builders.
In this episode:
1. How Meta uses AI data centers to avoid billions in federal taxes | The Seattle Times — Kashmir Hill, Jesse Drucker, Eli Tan, Mike Isaac
https://www.seattletimes.com/business/how-meta-uses-ai-data-centers-to-avoid-billions-in-federal-taxes/
2. MPSC Approves Electric Energy Contracts For Data Center - MetroDetroitToday.com — MetroDetroitToday.com
https://www.metrodetroittoday.com/news/business/mpsc-approves-electric-energy-contracts-for-data-center
3. MISO proposes fast-track large load, generation study process | Utility Dive — Ethan Howland
https://www.utilitydive.com/news/miso-large-load-generation-study-lars-ferc/832114/
4. TeraWulf Doubles Muskie Contracted Power to 1 GW as AI Demand Pulls 500 MW Forward by a Year | AI Industry Today — AI Industry Today
https://aiindustrytoday.com/news/terawulf-doubles-muskie-contracted-power-to-1-gw-as-ai-demand-pulls-500-mw-forward-by-a-year/
5. Wall Street is growing skeptical of the data center boom — Maureen Farrell
https://www.inquirer.com/business/data-centers-wall-street-backlash-skepticism-investors-build-20261004.html
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