AMP2
Archive
September 2026
Money
AMP2 Daily Brief – September 24, 2026
Digital Drive's Blue Owl-backed CoreWeave shell clears about $1.1 billion of five-year junk at 9.25% and BB-, Nvidia's inaugural DSX Ready list names Tesla, LG Energy Solution, and Hitachi Energy for AI-factory BESS, and FERC keeps a Joliet TSA alive while slamming dollar-of-coffee security — while NAVER and Brookfield kick off a >10 trillion won Korea financing push and New Era locks a 20-year Vistra power-for-equity PPA.
Government Power
AMP2 Daily Brief – September 23, 2026
Governor Moore's EO puts 25 MW+ Maryland data centers on a public Aligned / Not Aligned dashboard without a moratorium, Pacific Power locks a POWER Act full cost-assignment deal for new Oregon loads, and NJDEP hits DataOne with a record $1.072M fine for ~123 MW of unpermitted gas — while Solaris prices $1.25B of onsite-power notes and Alibaba stacks chips toward >20 GW of cloud.
Government Power
AMP2 Daily Brief – September 22, 2026
Governor Abbott ordered TCEQ to halt all data-center permits until ERCOT finishes its audit, expanding August's interconnection pause to catch behind-the-meter and smaller projects – while Google backs Georgia nuclear uprates and junk-bond buyers get a CoreWeave-leased Virginia campus.
Energy & Power
AMP2 Daily Brief – September 21, 2026
Over one long weekend, DOE authorized Duke to call data-center backup generation in a Carolinas heat event, California's home-battery fleet cleared a 580 MW peak like a peaker plant, and AI-infra capital still closed a $3.9B Crusoe round and a 20-year gas PPA for an Odessa campus.
Energy & Power
AMP2 Daily Brief – September 20, 2026
While Washington still lacks a statute on who pays for AI power, a Sunday Pacific Northwest feature puts extreme data-center load uncertainty at the center of a multi-GW draft power plan – even as Apollo flags widening hyperscaler credit default swaps and European utilities lock co-located AI campuses.
Government Power
AMP2 Daily Brief – September 19, 2026
A day after dual Senate blocks on who pays for AI power, Trump said he is talking with Majority Leader Thune about bringing the Ratepayer Protection Act to the floor – while CleanSpark priced $2.276 billion of Meta-tied notes at 7.875% and DOE armed PJM to call large-load backup generators in an emergency.
Government Power
AMP2 Daily Brief – September 18, 2026
A day after the House cleared the Ratepayer Protection Act 417-3, the Senate blocked both that bill and a harder FERC alternative – while Crusoe raised $3.9 billion, CleanSpark marketed $2.227 billion of Meta-tied notes, and Nvidia showed more tokens per megawatt.
Government Power
AMP2 Daily Brief — September 17, 2026
The Ratepayer Protection Act cleared the House 417-3 the same day Google, Nvidia and Emerald AI launched a flexible-load alliance – while a reported $22 billion chip loan and a Texas gas-to-nuclear NRC filing show capital still financing around the grid fight.
Government Power
AMP2 Daily Brief — September 16, 2026
A bipartisan House bill on data-center electricity costs reaches the floor the same week CMBS investors start demanding a real risk premium on data-center debt.
Government Power
AMP2 Daily Brief — September 15, 2026
NERC puts a near-4 GW July Virginia load drop on the record as Ofgem's Curate clock hits tomorrow and Seoul debates AIDC land-grab rules.