Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load — October 19, 2026

NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing.

In this episode: 1. NiSource Signs 20-Year Microsoft Power Agreement for 1,100 MW Indiana Data Centre Campus — Fiona Craig https://finance.yahoo.com/energy/articles/nisource-signs-20-microsoft-power-124331583.html 2. NERC passes grid reliability standards for data centers, AI facilities, ETDatacenters — ETDatacenters https://datacenters.economictimes.indiatimes.com/news/policy-land-power/nerc-passes-grid-reliability-standards-for-data-centers-ai-facilities/135008753 3. 🧭 AEP’s ~$4B Google Plant, Solaria’s ~$5.7B Uruguay Pact, AMD Backs Fermi — Globaldatacenterhub https://www.globaldatacenterhub.com/p/aeps-4b-google-plant-solarias-57b 4. Stratos Project water application reveals new details on massive data center | KSL.com — KSL.com https://www.ksl.com/article/51637099/stratos-project-water-application-reveals-new-details-on-massive-data-center

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