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Article

Google and Nvidia Turn Flexible Load Into an AI-Data-Center Fast Lane

Google, Nvidia and Emerald AI have launched the AI Energy Management Alliance to promote flexible AI data centers that can adjust electricity demand in response to grid conditions. The coalition is pushing utilities, grid operators and regulators to treat ver…

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Virginia Turns AI Data-Center Power Lines Into a User-Pays Tariff

Virginia’s State Corporation Commission ordered Dominion Energy to develop a tariff framework that assigns more transmission costs directly to data centers and other large-load customers when upgrades are built for them. The move follows Gov. Abigail Spanberg…

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Google Turns Orbital TPUs Into an AI-Infrastructure Escape Hatch

SpaceX is targeting October 1, 2026, for the Transporter-18 rideshare from Vandenberg, with Project Suncatcher M1 listed in the deployment sequence as a Planet Labs-manifested payload. Google says the mission will gather in-orbit data on TPU behavior under la…

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Alibaba Turns Zhenwu V900 Into a 20-Gigawatt AI-Sovereignty Map

Alibaba announced a full-stack AI roadmap at its Apsara Conference on September 22, 2026, including the Zhenwu V900 AI processor, Qwen 4 training, future Qwen models planned at 5 trillion to 10 trillion parameters, and a target for Alibaba Cloud global data-c…

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Goolsbee Turns AI Data Centers Into a Fed Reaction-Function Test

Chicago Fed President Austan Goolsbee said on September 21, 2026 that policymakers should watch whether AI data-center construction is spilling beyond its sector and pushing aggregate output above capacity. The significance is not that the Fed is targeting AI…

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EPA Turns AI Power Demand Into a Fossil-Baseload Deregulation Test

EPA Administrator Lee Zeldin signed a final partial repeal of the 2024 Carbon Pollution Standards for fossil-fuel power plants and paired it with a proposal to rescind remaining greenhouse-gas standards for the sector under Clean Air Act Section 111. EPA fram…

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