This is one of the clearest powered-land templates yet: federal site, hyperscale load, dedicated gas, and wires sized for the next wave.

The U.S. Department of Energy announced a public-private partnership with SoftBank and AEP Ohio to build a 10 GW data-center campus on the site of the former Portsmouth Gaseous Diffusion Plant in Pike County, Ohio. SB Energy, SoftBank’s energy subsidiary, will build 10 GW of new generation — including 9.2 GW of natural gas — along with $4.2 billion of transmission upgrades in partnership with AEP Ohio. The $33.3 billion in Japanese funding for gas generation was previously announced as part of the U.S.-Japan Strategic Trade and Investment Agreement. DOE framed the project explicitly around the administration’s Ratepayer Protection Pledge, saying the site would be powered without shifting costs onto American families. Construction is expected to begin this year.

• DOE said the PORTS Technology Campus sits on 3,775 acres of federal land at the former uranium enrichment facility. SB Energy will build 10 GW of generation including 9.2 GW of gas, plus $4.2 billion of transmission infrastructure with AEP Ohio — all without increasing customer rates.

• The $33.3 billion of Japanese capital ties to the broader U.S.-Japan trade agreement, under which Japan committed $550 billion of total U.S. investment. SoftBank CEO Masayoshi Son and DOE Secretary Chris Wright broke ground at the site March 20. Separately, Oklo and Meta disclosed plans for a 1.2 GW nuclear campus on 206 acres purchased at PORTS in December 2025.

• NextEra confirmed approval to develop up to 10 GW of gas-fired generation in Texas and Pennsylvania, part of the same U.S.-Japan $550 billion trade commitment. Projects will be jointly owned by Japan and the U.S. and built and operated by NextEra.

• Comstock Resources (NYSE: CRK) disclosed the Texas hub sits in Anderson County with up to 5.2 GW of capacity at an estimated cost of $16 billion. Comstock will supply gas from its Western Haynesville position, potentially reaching nearly 1 Bcf/d by 2031. A 4.3 GW hub in southwest Pennsylvania delivers into PJM at an estimated $17 billion.

• Google said it has integrated 1 GW of demand response capacity into long-term energy contracts with multiple U.S. utilities. The newest deals include Entergy Arkansas, Minnesota Power, and DTE, building on earlier agreements with TVA and Indiana Michigan Power.

• Google’s pitch: flexible load lets utilities manage system stress during peak hours without waiting on incremental new supply. 1 GW is roughly equivalent to a large gas plant’s output — flexible AI load is no longer just a startup thesis, it is a hyperscaler product with named utility counterparties.

• TotalEnergies signed settlement agreements with DOI to relinquish its Carolina Long Bay lease ($133M, 1+ GW) and New York Bight lease ($795M, 3 GW). DOI will reimburse the lease fees dollar-for-dollar after TotalEnergies reinvests an equal amount in U.S. oil, gas, and LNG.

• The $928M will fund Trains 1–4 of Rio Grande LNG (29 mtpa) in Texas plus upstream conventional oil in the Gulf and shale gas. CEO Pouyanné framed it as capital reallocation toward European LNG supply and U.S. data-center power. TotalEnergies pledged not to develop any new U.S. offshore wind.

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