Show Notes
Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses.
In this episode: Top stories: 1. [PDF] New England Large Load Show Cause Order (EL26-72) — ISO New England https://www.iso-ne.com/static-assets/documents/100039/a02a_tc_mc_rc_large_loads_planning_presentation.pdf 2. Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 3. Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 4. IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion — 21 Alive News https://www.21alivenews.com/2026/09/11/idem-approves-googles-latest-request-fill-wetlands-fort-wayne-data-center-expansion/ 5. Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media — Latitude Media https://www.latitudemedia.com/news/oracle-and-openai-bet-that-more-solar-could-combat-data-center-pushback/
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