Vertiv is paying up to $2.6 billion — $1.45 billion in cash now, the rest contingent on earnings targets — to buy microgrid and behind-the-meter power firm UtilityInnovation Group, pushing further into the grid-interconnection bottleneck now driving the AI buildout. Plus: a Louisiana datacenter campus lining up its own 2.88-gigawatt gas plant, New York's reversal toward a major nuclear buildout, AWS's new 420 Tbps trans-Pacific subsea cable, and a Georgia column on secrecy in datacenter tax deals.
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