#grid capacity

All 3.9 GW of WEC's Demand Growth Is Two Data-Centre Campuses

WEC Energy's September deck, filed at 20:15 UTC on 4 September, forecasts 45% electric demand growth in Wisconsin. Its own slides attribute every gigawatt of it to Microsoft and Vantage.

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A person walking down a dimly lit aisle between rows of black server racks in a data hall

AI Data Centers

Arizona's Utility Calls 20 GW an Opportunity and 4.5 GW Committed

Pinnacle West filed its September investor deck under Regulation FD at 20:27 UTC on 4 September. Slide 12 puts the two numbers side by side, and only one of them is signed.

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Slide from Pinnacle West's September investor deck with a bar chart labelled 8.6GW 2025 System Peak, 4.5GW Committed Load and ~20GW Uncommitted Load Opportunity

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