Alliant Energy says it has 3.4 GW of contracted data center demand in Iowa and Wisconsin. Its $15.9B plan for 2027 to 2030 adds 1.2 GW of gas generation and 200 MW of storage. A Midwest utility's concrete build list for data center load.
Chemical Processing's October news episode covers AmSty and Hexion using AI for reliability and operations. It also covers BASF and Evonik deal talk. A short, operator-facing listen with named plant uses.
Wood Mackenzie's Oct 30 note puts heavy-frame gas turbine waits at about 278 weeks and large transformers at about 162. AEP has a plan for SB Energy's proposed 10.4 GW Piketon, Ohio campus, and PJM has refiled a reliability backstop purchase of about 6,800 MW at FERC, with comments due Nov 30. Lead times and the grid moves behind them, in one place.
Found via Aashish Yadav on LinkedIn
Amanda Goodall tracks Anthropic's recent senior hires and finds many are not researchers but people who get power, land and government approval, including hires from Hitachi Energy and Google's data center supply chain. AI labs are now staffing like utilities and developers. That tells you where the bottleneck sits.