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Data centers needing power: how much, where, the rules, and how a generation project fits
This page keeps the public figures on data-center load straight: what the grid operators and utilities say is being requested versus what is actually energized, the Texas rules that now govern loads of 75 MW and up, how the biggest buyers are contracting for power, which campuses have published a size, and the risks regulators have put on the record. For county moratoria and tariffs, see data centers and local rules.
Jump to: How much: queues, forecasts and what is energized · The rules: Texas SB 6, ERCOT Batch Zero, and other markets · How the deals are structured · Where: campuses with a published size · Risks regulators and operators have flagged
How much: queues, forecasts and what is energized
Operator and utility figures for requested large load, long-term demand forecasts, and observed consumption.
- ERCOT was tracking ~410 GW of large loads seeking interconnection as of March 26, 2026, ~87% data centers. (ERCOT, Large Load Update to the Senate Committee on Business & Commerce, April 1, 2026)
- ERCOT's preliminary 2026 long-term forecast projects ~367,790 MW of demand by 2032; ERCOT's own release says it believes the forecast to be higher than expected future load growth and that it is not a prediction of what will be built. (ERCOT news release, Apr 15, 2026)
- For scale, ERCOT's all-time peak demand is 85,508 MW (Aug 10, 2023). (ERCOT news release, Apr 15, 2026)
- Gov. Abbott's Aug 3, 2026 letter says ERCOT's large-load queue surged to 474 GW, approximately 90% data centers. (POWER Magazine, Aug 4, 2026)
- As of June 2026, 8,926 MW of ERCOT large load had Approval to Energize; observed peak consumption of approved load was 3,966 MW. (ERCOT Monthly Operational Overview (June 2026), July 16, 2026)
- CenterPoint's Houston Electric submitted >17 GW of large-load projects to Batch Zero; ~14 GW of eligible base or studied load projected by 2031 vs a 21 GW system peak. (CenterPoint Energy 8-K press release, July 28, 2026)
- PJM's 2026 forecast: summer peak 183,008 MW in 2030 and 216,872 MW in 2035; winter 2035/36 nearly 250,000 MW. (PJM Inside Lines, January 14, 2026)
- PJM's January 2026 Load Forecast Report attributes zonal adjustments in ComEd, AEP, Dominion and others to data center growth; summer peak 222,106 MW in 2036. (PJM Load Forecast Report, January 14, 2026)
- EIA: PJM expects peak summer load to grow 5.4%/yr over the next 10 years, driven by data centers (Dominion zone). (EIA Today in Energy, May 5, 2026)
- MISO expects peak load to reach ~163 GW by 2035, up 35% from 121 GW in 2025; 8–14 GW of data centers online in 2026–2027. (Utility Dive, April 20, 2026 (reporting MISO April 13 workshop))
- APS: 2025 peak 8.7 GW, 2035 forecast 12.0 GW, uncommitted large-load queue 19.0 GW; data centers ~5% of 2025 peak. (Arizona Public Service data center page, accessed Oct 2026)
- APS says a data center uses approximately 400 MW, with requests up to 2,000 MW. (Arizona Public Service data center page, accessed Oct 2026)
- LBNL/DOE: US data centers used 176 TWh (4.4%) in 2023, projected 325–580 TWh (6.7–12%) by 2028. (U.S. DOE, December 20, 2024)
The rules: Texas SB 6, ERCOT Batch Zero, and other markets
Thresholds, fees, disclosure duties and study steps for large loads in ERCOT, with the SPP and FERC co-location proceedings alongside.
- ERCOT defines medium loads as 25–74.9 MW and large loads as 75 MW and above in its load forecast. (ERCOT news release, Apr 15, 2026)
- About 205 GW of large-load requests were eligible for ERCOT's Batch Zero study as of August 2026. (POWER Magazine, Aug 4, 2026)
- ERCOT paused the Batch Zero study process on Aug 3, 2026 and plans to file its Batch Zero Eligibility Verification Report Dec 10, 2026. (ERCOT, Batch Zero Verification and Audit PUCT presentation, Aug 20, 2026)
- Only ~18% of 290 large-load dynamic models ERCOT reviewed were acceptable on first review. (ERCOT, Batch Zero Verification and Audit PUCT presentation, Aug 20, 2026)
- ERCOT's Large Load Integration page points 75 MW+ loads seeking Batch Zero to PGRR145 and requires ERCOT approval before energizing a new standalone large load. (ERCOT Large Load Integration page, accessed Oct 2026)
- SB 6 was signed by Gov. Abbott and took effect June 20, 2025. (Bracewell, July 9, 2025)
- SB 6 defines large loads as at least 75 MW, with PUCT authority to lower the threshold. (Bracewell, July 9, 2025)
- SB 6 requires a minimum $100,000 payment for an initial transmission screening study. (Bracewell, July 9, 2025)
- PUCT voted March 12, 2026 to publish draft rule 16 TAC §25.194 setting interconnection standards for loads of 75 MW or greater (draft stage; superseded by the final rule adopted September 18, 2026, below). (Greenberg Traurig, March 2026)
- PUCT draft rule study fees range $100,000–$300,000 by project size; comments were due April 17, 2026 (draft stage; superseded by the final rule adopted September 18, 2026, below). (Greenberg Traurig, March 2026)
- PUCT adopted the final large-load interconnection rule on September 18, 2026 (Project 58481), standardizing requirements for loads of 75 MW or more; the draft's non-refundable $50,000/MW fee was dropped in favor of a flat $100,000 study fee, with $50,000 per MW of requested capacity posted as financial security before studies begin. (White & Case client alert, Sept 2026)
- The final PUCT rule gives large loads a 24-month grace period spanning the energization schedule. (White & Case client alert, Sept 2026)
- SPP's High Impact Large Load (HILL) policy (RR 696) covers loads ≥50 MW above 69 kV (≥10 MW at ≤69 kV) with a 90-day study process; FERC accepted SPP's Provisional Load Process Oct 10, 2025. (Perkins Coie, 2025)
- FERC opened a show-cause proceeding on PJM co-location Feb 20, 2025 (EL25-49), giving PJM and TOs 30 days to respond. (FERC news release, February 20, 2025)
How the deals are structured
Co-location and net-metering approvals, front-of-the-meter supply agreements, hyperscaler clean-energy contracting, and utility large-load tariffs, as published by the parties or their regulators.
- Net-metering a large load with existing ERCOT generation requires an ERCOT study and PUCT approval under PURA §39.169. (ERCOT Large Load Integration page, accessed Oct 2026)
- SB 6 requires co-location/net-metering arrangements to be evaluated by ERCOT and approved by PUCT, which may impose conditions. (Bracewell, July 9, 2025)
- APS proposed a 45% rate increase for extra-large users (XHLF rates) plus minimum bill, collateral and long-term contract requirements. (Arizona Public Service data center page, accessed Oct 2026)
- FERC's Dec 18, 2025 order directed PJM to establish three new transmission services for eligible customers serving co-located load. (Troutman Pepper Locke Energy Report, December 2025)
- FERC's co-location order requires all co-located load be represented by an Eligible Customer and set a Jan 17, 2026 PJM compliance filing. (Akin Gump Speaking Energy, December 2025)
- Talen will supply Amazon 1,920 MW of nuclear power through 2042, shifting from a co-located arrangement to front-of-the-meter supply. (Talen Energy 8-K press release, June 11, 2025)
- Constellation's Microsoft PPA will restart TMI Unit 1 (Crane Clean Energy Center), restoring 835 MW to the grid. (Constellation Energy press release, Feb 19, 2025)
- Google's Texas announcement: $40B through 2027, >6,200 MW of generation contracted, Haskell County campus built alongside solar+storage. (Google blog, November 14, 2025)
- Google targets 24/7 carbon-free energy by 2030; its SRP deal supports >430 MW of new Arizona CFE (NextEra solar/wind/storage) for its Mesa data center. (Google blog, March 14, 2024)
- FPL's large-load tariff took effect Jan 1, 2026; NextEra raised FPL data center/large-load forecast to 8 GW by 2032. (Data Center Dynamics, July 28, 2026)
Where: campuses with a published size
Announced campuses in Texas, Illinois, Arizona and Indiana where the company, the utility or a regulator has put a megawatt figure on the record.
- Meta's El Paso campus grows to 1 GW and >$10B; electricity matched with 100% clean energy; 200% water restoration pledge. (Meta Newsroom, Oct 15, 2025 (updated March 26, 2026))
- Meta's Lebanon, Indiana data center is designed for 1 GW with >$10B investment and 100% clean-energy matching. (Meta Newsroom, February 11, 2026)
- Amazon's additional $15B Northern Indiana project adds 2.4 GW of data center capacity; Amazon will cover the costs of new power plants, lines and equipment. (Amazon (aboutamazon.com), November 24, 2025)
- Stargate Abilene (Crusoe/Oracle/OpenAI) is a planned 1.2 GW campus; first two buildings support 200 MW+ IT. (Data Center Dynamics, September 30, 2025)
- Vantage's Frontier campus in Shackelford County, Texas: 1.4 GW on 1,200 acres, >$25B. (Business Wire (Vantage Data Centers), August 19, 2025)
- PowerHouse/Hillwood's Joliet Technology Center (Illinois): 1,800 MW at full buildout on 795 acres, 24 buildings (the article names both MISO and ComEd; Joliet is in ComEd/PJM territory). (Datacentres.com, 8 May 2026)
- Exelon reports a committed ComEd data center pipeline of ~18 GW, ~45% secured with TSAs; ComEd announced 6.5+ GW of new TSAs Jan 2026. (Exelon Q1 2026 earnings slides (8-K), May 6, 2026)
- Project Blue (Tucson, AZ; Amazon-linked, 290 acres) sought TEP power ramping to 286 MW by 2028 after Tucson denied reclaimed-water annexation. (Data Center Dynamics, September 2, 2025)
Risks regulators and operators have flagged
Speculative or duplicate requests, curtailment obligations, transmission cost allocation, ratepayer cost and water.
- Abbott directed PUCT/ERCOT to audit every data center in the interconnection queue before loads proceed. (POWER Magazine, Aug 4, 2026)
- A data-center company executive told a Texas Senate committee (July 29, 2026) that inadequate criteria were letting speculators distort the ERCOT large-load queue. (POWER Magazine, Aug 4, 2026)
- SB 6 requires applicants to disclose duplicate/similar service requests elsewhere in Texas. (Bracewell, July 9, 2025)
- SB 6 requires large loads to install equipment letting ERCOT directly curtail them during firm load shed. (Bracewell, July 9, 2025)
- SB 6 directs PUCT to review the 4CP transmission cost allocation method and creates a competitive demand-reduction reliability service for large loads. (Bracewell, July 9, 2025)
- On September 21, 2026 the Governor asked TCEQ to suspend issuance of permits sought by data centers until ERCOT finishes its large-load audit and the Texas Water Development Board completes water-impact evaluations. (White & Case client alert, Sept 2026)
- ComEd says requested demand would more than double its 120-year system peak by ~2040; CUB cites $24–37B in costs to serve Illinois data centers. (Capitol News Illinois, April 17, 2026)
- HARC estimates Texas data centers used 25 billion gallons of water in 2025, rising to 29–161 billion gallons by 2030. (EnergyCapital HTX, March 11, 2026 (reporting HARC 'Thirsty Data' report))
How this page was made
Each entry is one statement tied to one public page; a second, independent pass loaded every cited page and kept only the statements that page supports. Secondary reports (trade press, law-firm alerts) are cited as what they are. Nothing here is advice, and this site does not rank, recommend or endorse any company; where a third party publishes a ranking, the entry says whose ranking it is. Found an error? Say so and it will be fixed.