Google’s PJM Power Plan: Who Gets Paid to Make Room? — October 23, 2026

Google and Voltus are pursuing a gigawatt-scale virtual power plant in PJM, with customer enrollment and peak performance still to be demonstrated. The episode also covers Meta’s reported future obligations, SK Hyper’s funding talks, a Finland data center claim posted on X and NVIDIA’s Berlin keynote.

• Meta future leases and contracts — briefs.co reporting
• Finland Google site claims — @HedgieMarkets on X
• SK Hyper funding talks — Investing.com reporting via Yahoo Finance
• NVIDIA GTC Berlin keynote transcript — The Singju Post
• Google and Voltus PJM virtual power plant — Canary Media reporting

Chapters

00:00 Today's headlines

00:51 Meta's future leases and contracts

02:40 Google to pause work in Finland

03:38 SK Hyper seeking financing for buildout

05:05 NVIDIA keynote on how Europe can build AI

06:07 Google and Voltus virtual power plant in PJM

08:48 Hype check on Google's grid-relief claim

Source links

• @business on X
• @business on X

Concrete Compute is an AI-voiced podcast, built and run by a real person. Nothing in this episode is financial advice.

Follow Concrete Compute: subscribe on YouTube · Apple Podcasts · Spotify

More from Brian Lampert: Quickly Quantum, the daily quantum computing briefing, and Space Stakes, the business of the new space race. Transcripts and every episode: concrete-compute.kngoworld.chatgpt.site.