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Financing and contracts / Financing
In BIS Bulletin No 140 of the Bank for International Settlements, dated October 27, 2026, its authors map how vehicles that own data centers are financed, and say the structures "obscure the final allocation of risks."
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Behind the meter / Turbines and engines
In its results for the third quarter of 2026, released on October 27, Baker Hughes lists two gas turbine power orders tied to AI and data centers among its awards, and reports a record level of remaining performance obligations in its industrial and energy technology segment.
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Grid interconnection / Connecting large loads
In an update for its board meeting of September 14 and 15, 2026, ERCOT says it has begun a verification and audit of the eligibility of all large loads provisionally included in its Batch Zero study, and that it is still determining the impact on the study's timeline.
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Behind the meter / Turbines and engines
In its interim report release of October 27, 2026, Wärtsilä says that lead times for its engines continue to increase, given strong Energy order intake, and reports an order to supply an onsite power solution for a data center project in the United States.
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Grid interconnection / Connecting large loads
FERC accepted PJM's definition of a Large Load and its Large Load Registry, effective October 12, 2026, and rejected PJM's remaining proposed tariff revisions, among them the Interim Resource Adequacy Service and the rules for Bring Your Own New Capacity.
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Behind the meter / Building and running the plant
The IEA's executive summary says reliable onsite gas-fired power for "critical and variable data centre load" requires overbuilding onsite generation relative to demand, and that, with a supply crunch for gas turbines, "it is not clear that onsite generation necessarily promises a faster route to market for data centres at scale."