Company News

CAISO
FERC Approves Incentives, Tariff for SWIP-North
FERC granted Great Basin Transmission’s request for incentives and a transmission owner tariff for its SWIP-North line – rejecting arguments that the project no longer makes sense with the cancellation of the Lava Ridge wind farm. 
Northern Indiana Public Service Co
NIPSCO’s 1st GenCo Endeavor will Feature Gas, Cost $6B or More
Northern Indiana Public Service Co.’s leadership said they would test their new GenCo spinoff business out with a $6 billion to $7 billion grid investment from a large, yet unnamed customer.
Dominion Energy
Dominion Reports on CVOW Progress, Data Center Growth in Q3 Earnings
Dominion Energy reported $1 billion in net income in the third quarter, which saw it remain on track with its offshore wind project while its pipeline of data center customers grew yet again.
© RTO Insider LLC
Xcel Energy, AEP Plan to Invest $132B Through 2030
Xcel Energy and AEP both said during their quarterly earnings calls that they have increased their capital investment spend to meet increasing demand from large loads.
Southern Co.
Southern Co.: Data Centers Continue to Power Growth
Southern Co.'s CEO and CFO said the company is on track to hit its earnings targets for 2025 amid strong growth from data centers and other large loads.
APS
New APS Gas Plant Will Offer Large-user Subscriptions
Arizona Public Service plans to build an up-to-2-GW natural gas power plant that would be paid for in part by large-load subscribers such as data centers.
Portland General Electric
PGE to Explore Alternatives After Withdrawing from WRAP
PGE is exploring an alternative to the Western Power Pool’s Western Resource Adequacy Program that better suits its upcoming participation in CAISO’s Extended Day-Ahead Market, the utility told Oregon regulators.
Nvidia
Nvidia, Emerald AI, EPRI and PJM Announce Flexible Data Center Project
The artificial intelligence industry and power industry are working together to develop the first “power-flexible AI factory” at a 96-MW facility in Manassas, Va.
Shutterstock
DTE Energy Lands 1.4-GW Hyperscaler Agreement
DTE Energy secured its first hyperscaler agreement and says it has enough excess capacity to power the 1.4-GW data center load without new construction.
Georgia Power
U.S., Westinghouse Partner for $80B in Nuclear Construction
The U.S. has entered a strategic partnership to pursue construction of at least $80 billion worth of Westinghouse nuclear reactors nationwide.

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