Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback — October 02, 2026
The Data Center DailyShow Notes
Michigan regulators approved DTE's 20-year power contracts for Google's 1 GW Van Buren Township campus with some of the toughest ratepayer protections yet, while Amazon signed a 690 MW Calvert Cliffs nuclear deal and, per the FT, is pitching investors an $8 billion Grace Blackwell sale-leaseback. Plus Ireland's regulator warns data center fault behavior could black out the island, and Apollo backs a $15 billion JERA-Dell campus in Chiba.
In this episode: 1. Michigan Public Service Commission (via Public) / MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs — Michigan Public Service Commission https://www.publicnow.com/view/CC270142F6DBAD116CA465AF3D45B0A665D1F999 2. Large upgrade planned at Calvert Cliffs after power deal signed with Amazon - Maryland Matters — Maryland Matters https://marylandmatters.org/2026/09/30/calvert-cliffs-power-purchase-amazon/ 3. Amazon in Talks to Offload $8B Nvidia Grace Blackwell AI Chips via SPV, FT Reports - Emirates 24|7 — Reuters https://www.emirates247.com/business/amazon-in-talks-to-offload-8b-nvidia-grace-blackwell-ai-chips-via-spv-ft-reports/6259 4. ‘Significant risk’ of power outages due to data centre demand, regulator warns — Cillian Sherlock, Press Association https://www.leinsterleader.ie/national/significant-risk-of-power-outages-due-to-data-centre-demand-regulator-warns-9247886 5. Apollo to back $15 billion AI infrastructure project in Japan - The Japan Times — Mayumi Negishi https://www.japantimes.co.jp/business/2026/10/02/companies/apollo-japan-ai/
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