Meta Discloses $825 Billion in Compute Commitments as ATC Asks FERC to Bill Data Centers for Their Own Wires — October 24, 2026
The Data Center DailyShow Notes
Meta's first negative free cash flow quarter came with about $825 billion in future compute and infrastructure commitments, while a Wisconsin transmission owner put a price on making data centers pay for their own grid upgrades. Plus PJM tells FERC about a 3,900 MW load drop, and Amazon drops a four-building Loudoun County plan.
In this episode: 1. Big Tech's capex spending looks different this year as Meta and Tesla save for later — Hamza Shaban https://finance.yahoo.com/technology/article/big-techs-capex-spending-looks-different-this-year-as-meta-and-tesla-save-for-later-100000383.html 2. The Transmission Side of But-For: ATC Asks FERC to Make Data Centers Pay for Their Own Wires | Fracmoo — Priya Raman https://fracmoo.com/power-markets/atc-data-center-transmission-costs-ferc/ 3. PJM urges FERC to set data center ride-through rules — OGGN Staff https://globalenergyreport.com/article/pjm-tells-ferc-data-centers-need-ride-through-rules-after-3900-mw-load-transfer/ 4. Amazon bows to local backlash over AI data centers ... — Oliver Haslam https://www.tomshardware.com/tech-industry/data-centers/amazon-bows-to-local-backlash-over-ai-data-centers-scraps-plans-to-build-four-new-facilities-in-northern-virginia-site-to-be-repurposed-for-mixed-use-and-residential-development
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