Google to fund Arkansas grid for a 600 MW data center

Google will fund the grid and storage behind a 600 MW Arkansas data center.

It also expanded its PJM demand-response program with Voltus to 1,170 MW, up from 100 MW in June. The expansion adds 1,070 MW, with a three-to-four-year ramp and a term to 2040. The June agreement was a three-year contract that pays PJM customers to participate, with Voltus carrying Google's capacity obligation.

For allocators underwriting digital infrastructure, the expanded PJM program's term runs to 2040, while the June contract was three years, and the cash flow's value rests on Google's capacity obligation, which Voltus carries.

A 440 MW solar PPA sits alongside the Arkansas commitment. State regulators rejected Entergy's bid to buy the plant's output.

MISO's 120-day load study drew objections from states and Google, and eleven state utility commissions backed OMS's protest. MISO will file a cost-allocation framework next month.

gFiber will take over Ting's dark fiber lease in Colorado Springs. Terms were not disclosed, and Ting keeps serving customers there until the transition completes no later than June 30, 2027. Verizon separately counts a $1 billion dark fiber agreement with Google among its signed contracts, alongside an AWS AI infrastructure deal worth more than $2 billion.

Google is evaluating Roanoke County's Wood Haven park, a 111-acre site, for a data center. Due diligence and inspection are expected to run through March 2027, with entitlements due by September 2027.