Infrastructure archive
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- Energy Transition
Connecticut's 63.4-MW solar plan draws utility skepticism on offtake
Canary Media reports a major utility's reluctance to buy power from some projects is raising questions about Connecticut's 63.4-megawatt solar plan.
28 stories
- Fundraising
Wind Estate's GBP 60m NatWest loan lacks tenor, margin and asset detail
The Renewables Now report names the borrower and lender but does not say how many projects the money covers or whether it refinances or builds.
- Data centers & fiber
Macquarie Capital backs Zerra DC's 2GW Asia-Pacific data centre pipeline
The investment's size was undisclosed and AGP keeps majority control of the platform, whose Queensland campus is leased long-term to Anthropic.
- Data centers & fiber
Cowboy Space asks FCC to approve 20,000-satellite Stampede after Google test craft reached orbit
The filing joins earlier proposals from SpaceX and Blue Origin and follows Google's Project Suncatcher, announced in November 2025, whose first test craft is now in orbit.
- Transport & public-private
DOT awards $426 million for highway and other infrastructure under a stopgap extension
An eight-mile Kentucky highway and lane additions on about 20 miles of Interstate 4 take the largest shares of a round riding a continuing-appropriations extension.
- Energy Transition
Maryland awards 440 MW in first storage round, 360 MW below its target
The commission declined a 500-MW project and a 135-MW Chalk Point expansion while saying Flatiron may reapply and inviting Oystercatcher into round two.
- Energy Transition
Google signs two Constellation contracts totaling 3.6GW; 890MW nuclear PPA funds $4.3B in uprates
A 20-year nuclear contract covers 890MW and enables $4.3 billion of Constellation equipment spending at 11 units; a 15-year agreement buys 2.7GW across PJM.
- Data centers & fiber
Telus and AST SpaceMobile complete first satellite-to-smartphone integration test
Telus says it will launch direct-to-device service within a year, though the satellite build it depends on has already slipped.
- The Wrap
Peru signs its first transmission bundle, P3 Bulletin reports
No counterparty, term or capital figure was disclosed. The same roundup lists an Equitix hire, a Metrolinx-to-Alto appointment, and three items already covered.
- Data centers & fiber
AWS files plan for 36-building campus at former Pennsylvania coal plant
The Homer City project would be powered by a 4.5GW gas plant and built in four phases through 2036.
- Energy Transition
MISO asks FERC to approve penalty-free queue exits by Oct. 19
The filing would let 2022-cycle projects withdraw without penalty until Decision Point II on Oct. 20 and lift the network-upgrade cost trigger for later exits to 50%.
- Energy Transition
DOE offers Vistra a conditional $4.2 billion loan for 433 MW of nuclear uprates
The commitment would fund uprates at Perry, Davis-Besse and Beaver Valley tied to Vistra's 2.6 GW Meta agreement and preserve roughly 4 GW of PJM nuclear, with funding awaiting technical, legal, environmental and financial conditions.
- Transport & public-private
US Navy begins reviewing Seal Beach P3 submissions
P3 Bulletin's headline list pairs the Navy review with a $50 million World Bank financing for a Paraíba sanitation P3 and a $2.9 billion Harrison Street energy acquisition.
- Data centers & fiber
Open Cosmos plans 192-satellite constellation after Lightrock-led €300m round
The Harwell, UK manufacturer aims to build more than 96 satellites by the end of 2028 and says it is in advanced conversations with launch providers.
- Data centers & fiber
Nscale hires Meta's Justin Osofsky as chief operating officer ahead of Nasdaq listing
Its IPO prospectus is public; the offering is said to target as much as $3 billion, following a $3.36 billion pre-IPO round.
- Data centers & fiber
Rapidus plans 17-member design group in first phase of CORE ecosystem
The Japanese foundry, founded by the government and partners including SoftBank and Sony, expects to begin 2nm production in 2027.
- Transport & public-private
P3 Bulletin sees a California public safety building P3 on the horizon
The roundup names no city, cost or procurement stage, while the same file carries a Miami courthouse termination notice.
- Data centers & fiber
Virgin Media O2 turns on 5G Standalone in Bristol under £700m plan
The carrier says the standalone, cloud-based core is available to up to 495,000 people there, after deployments in Wales in May and Northern Ireland last month.
- Data centers & fiber
DayOne files for a Nasdaq listing with a 2.3GW capacity target
The Singapore operator reported $512 million of half-year revenue and a $77 million net loss; the company has not announced how much it hopes to raise.
- Energy Transition
ComEd to file virtual power plant framework beyond batteries by 2027
The Illinois utility's approved scheduled-dispatch program pays battery owners for capacity made available during certain peak periods; the broader filing could add EVs and smart appliances.
- Data centers & fiber
Applied Digital signs agreement for access to up to 1GW of potential power capacity in Finland
The developer's first project outside the US is anticipated to have initial power available beginning in 2028, and the company says it has begun marketing the site while in discussions with hyperscale customers.
- Transport & public-private
Perini and Skanska begin Coast Guard waterfront jobs worth a combined $586M
Perini Management Services' Kodiak scope includes unexploded ordnance removal while Skanska rebuilds a Newport, R.I., pier able to berth four offshore patrol cutters.
- Data centers & fiber
Lumos closes Allo Fiber's Joplin network, adding to T-Mobile's JV target
Lumos is half-owned by T-Mobile through a joint venture with EQT; the carrier has passed about one million households toward a 2030 goal of 12 to 15 million.
- The Wrap
TeraWulf doubles Kentucky data center power contract to 1GW as utility financing tightens
Amazon's 690MW Calvert Cliffs nuclear PPA anchors a hyperscaler for two decades, while U.S. Bank warns utilities are turning to backup bank financing as DOE loans pull back.
- Data centers & fiber
TeraWulf to double Muskie contracted capacity to 1GW; second phase moves into 2029
The amended Kentucky Power agreement would raise contracted capacity at the Muskie Data Campus from 500MW to 1GW and pull the second 500MW phase forward a year, subject to state commission approval.
- Energy Transition
Enagas Emprende takes a stake in Spanish hydrogen software startup digHy with no terms disclosed
The Renewables Now report dated 6 October names the investor and the Spanish startup but gives no sum, shareholding or instrument.
- Data centers & fiber
Firmus and CDC end Project Southgate after building 42MW of planned 1.6GW
The October 2025 Australian buildout was expected to draw up to $47.68 billion; CDC cites Firmus' Asia expansion and Firmus calls the split mutual.
- Data centers & fiber
Axe Compute takes over Columbus GPU SPV, paying off $87.6m asset-backed loan
Duos keeps the Columbus data center and covers the site's colocation and energy costs for five years; the remaining $42.9m is deferred, payable in $715,000 monthly installments.
- Data centers & fiber
Forum Markets forms compute joint venture with Edge Node, holding 51%
Forum Edge AI starts with 2MW in Dallas, a 9MW campus in High Point, North Carolina, and a Texas tower site with power and permits in place.
11 stories
- Data centers & fiber
DCD Connect London report puts grid access ahead of capital
The report, drawn from 48 hours and more than 4,000 attendees, names supply chain, grid access and social license as the constraints that now stop European projects.
- Fundraising
U.S. Bank's Tim Keller says rising rates complicate utility capital spending
Utilities are seeking backup bank financing as the Department of Energy pulls back from certain loans, while higher rates add pressure, U.S. Bank's Tim Keller says.
- Energy Transition
Virginia examiner orders Dominion to produce FPL memo in NextEra merger case
Clean Virginia and the Piedmont Environmental Council sought the document in discovery, while Dominion argued the political record has nothing to do with the merger.
- The Wrap
Data center developers turn to legacy industrial sites as permitting tightens
Blackstart Digital's agreement to buy IBM's Almaden campus, with its 25MW substation, is the month's clearest case of a developer paying for power that already exists.
- Data centers & fiber
Data center contractors say new state rules extend permitting without cooling demand
Virginia, Pennsylvania and Texas have each constrained data center permitting since August, and builders describe the friction as entitlement risk rather than a thinning order book.
- Energy Transition
Amazon and Constellation sign 20-year nuclear power purchase agreement for 690 MW at Calvert Cliffs
The agreement covers 690 MW from the 1,790-MW Maryland plant, including 190 MW from an uprate the contract is backing, plus a separate retail supply deal for Amazon's PJM operations.
- Data centers & fiber
Applied Digital completes second Ellendale building, adding 75MW for CoreWeave
Polaris Forge 1 now operates 250MW of a planned 400MW at Ellendale, all leased to CoreWeave.
- Transport & public-private
Richmond mayor weighs a social infrastructure P3 with no asset, cost or stage attached
A P3 roundup that includes the Richmond item also lists a $50m World Bank sanitation P3.
- Data centers & fiber
Blackstart Digital to buy IBM's Almaden campus for data center conversion
Blackstart plans to expand the 25MW substation and leave more than 500 acres undeveloped; terms were not disclosed and the deal has not closed.
- Data centers & fiber
Verda raises $189m Series B toward 250MW, with no customer named
Supermicro, MUFG Innovation Partners and Varma Mutual Pension Insurance Company joined Emergence Capital's round, which takes total funding past $450m but does not disclose a counterparty for the new capacity.
- The Wrap
P3 Bulletin digest: consultant searches, executive hires, and one $50 million World Bank loan
Consultant and adviser searches dominate the latest file, which also lists three executive moves and a $50 million sanitation P3 in Paraíba.