2026.03.24 | Ohio’s 10GW Data Center & The $5B PJM Gas Buyout

A single technology campus breaking ground in Ohio is set to consume an unprecedented 10 gigawatts of power, requiring a staggering $33.3 billion investment in new natural gas generation. As developers race to build this massive data center utilizing special ratepayer protection tariffs, we unpack Constellation Energy's strategic $5 billion gas fleet sale to LS Power in PJM. The episode also analyzes how the DOE's $235 million emergency coal plant interventions and FERC's stringent new cybersecurity mandates are creating immense financial friction for existing grid operators. Listen now to understand the high-stakes regulatory strategies and massive capital rotations required to survive this collision between hyperscale demand and legacy grid infrastructure.