Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain — October 23, 2026
The Data Center DailyShow Notes
Google expands its Voltus bring-your-own-capacity deal in PJM tenfold to 1,070 MW under a contract running through 2040, while Nvidia locks in substrate, packaging, test and optics capacity with six suppliers. Plus Bernstein's estimate that only about 35% of announced US data center capacity gets built, and a Pennsylvania county ordering a developer to stop work on a substation.
In this episode: 1. Google is purchasing 1 GW of distributed capacity in PJM | Latitude Media — Maeve Allsup https://www.latitudemedia.com/news/google-is-purchasing-1-gw-of-distributed-capacity-in-pjm/ 2. Nvidia Locks Up AI Chip Testing and Optics Capacity With ... — Jeremy Fielding https://www.techtimes.com/articles/329352/20261022/nvidia-locks-ai-chip-testing-optics-capacity-six-partner-prepayment-push.htm 3. AI Data Center Boom: 65% of Announced Capacity May Never Get Built - Business Insider — Alistair Barr https://www.businessinsider.com/ai-data-centers-never-built-bragawatts-kevin-oleary-2026-10 4. Pa. county tells developer to stop work on data center, as utility reveals power line plan — Pennlive https://www.pennlive.com/news/2026/10/pa-county-tells-developer-to-stop-work-on-data-center-as-utility-reveals-power-line-plan.html
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