A big announcement
The almost headlines
In case you missed
Site expands from 325 → 1,185 MW; ERCOT reliability focus.
Since 2020: ~3.1 GW TX additions (solar, gas, upgrades).
Further $1B+ potential capex by 2028; Coleto Creek ~630 MW repower.
VPP-backed, market-accredited capacity to speed interconnections.
Lets hyperscalers “bring” flexible MW to utilities, cutting time-to-power by years.
Early collaborator: Cloverleaf Infrastructure; community VPP funding benefits.
Two buildings energized within a year; GB200 racks delivered June ’25.
Eight-building plan; early training/inference running; clean-power focus.
Oracle cites Crusoe as key partner meeting AI infra demand.
QIA to seed with >$3B of DC assets; accelerate hyperscaler capacity.
Aligns with Blue Owl’s $39B raised for digital infra.
Focus: storage/compute growth for cloud + AI transformation.
LPU + GroqCloud for low-latency inference; 2M+ devs served.
Led by Disruptive; adds BlackRock, Neuberger Berman, DTCP; continued Samsung, Cisco, Altimeter etc.
Expanding DC footprint across NA/EU/Middle East.
EV $1.25B; TTE keeps 50% and O&M role.
Six utility-scale (1.3 GW) + 41 DG assets (140 MW).
TTE expects $950M at close; supports 12% Integrated Power ROACE target.
Light-water 10 MWe / 35 MWth micro-modular reactor for AI, remote, defense.
Deal targets early 2026 close; ticker HDRN.
Proceeds (~$200M est.) to accelerate NRC engagement and deployments.
JTDA on materials, components, fuel; shared suppliers to cut cost/schedule risk.
Oklo to co-lead Blykalla raise (~$5M); potential Oklo component/fuel support.
Blykalla’s 55 MWe lead-cooled SEALER targeted as Europe’s first advanced SMR.
Second indirect commitment to Brookfield’s transition platform.
Focus on clean energy/infra across NA/SA/EU/APAC; complements NBIM’s direct renewables since 2019.
C&I decarb platform (#6 deal for Climate Inclusion Fund II).
New CEO Brian Walterbach; 1,000+ projects, ~578k t CO₂ avoided to date.
Rising demand from electrification, DC growth, advanced manufacturing.
Permian → TX/NM/AZ capacity boost; FID sizing driven by bids.
New large-diameter line + compression/metering; ≥1.5 Bcf/d.
Open season: Sep 26–Oct 25, 2025 (CDT); enough commitments to proceed.
Target in-service 4Q 2029, pending permits/regulatory approvals.
Net ~150 MMscf/d to TTE; gross to ~350 MMscf/d by 2030.
Strengthens U.S. gas-to-LNG integration; complements Eagle Ford/Barnett.
TTE targets ~50% gas in sales by 2030.
Only U.S. eVTOL in Osaka rollout; Expo demo under way.
Adds 97k net acres, 108 MMcfe/d, 800 Bcfe proved; low ~7% decline.
Pro forma mkt cap >$500M; Falcon holders ~26.8% of NewCo.
Coso field (CA); Thermal Reach Enhancement shows record metrics.
80-MWe HTGR for power + 565°C process heat.
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.