guides
ERCOT PCLR Explained: Firm vs Flexible Data Center Load
ERCOT’s PCLR pathway splits large-load demand into firm and dispatchable portions. Here is how it fits Batch Zero—and what remains pending.
The Compute Wire journal
The daily wire on AI infrastructure — data centers, chips and power
Daily news and analysis on the AI compute buildout — data center construction, AI chips, power deals and cloud capex, fact-checked against primary sources.
Latest articles
View all articles →-
-
guidesERCOT Batch Zero Disputes: 3-Day Window and ADR Route
ERCOT’s Batch Zero dispute paths differ for reclassified and excluded large loads. Here’s what published sources support—and what they do not.
-
insightsEmerald AI Conductor: What 130 kW GPU Grid Tests Actually Proved
Emerald AI's 130 kW Blackwell Ultra test cut load within 40 seconds and shifted H100 inference between Virginia and Illinois.
-
insightsQualcomm–Amazon AI Deal: Custom Inference Silicon and 1.6T Optics
Qualcomm and Amazon are developing custom inference silicon and up-to-1.6T optical links for AWS; product timing and volume remain undisclosed.
-
insightsNRG Gas Plant vs AWS–Vistra Nuclear PPA: Same 1.2 GW, Different Risk
NRG’s proposed 1.2 GW Texas gas plant and AWS–Vistra’s 1.2 GW nuclear PPA share a headline number—but not delivery or grid risk.
-
insightsEnergy Vault’s Two 275 MW AI Power Deals: 2G Order and Rolls‑Royce MTU Financing
Energy Vault announced a 275 MW 2G equipment order after financing 275 MW of Rolls-Royce MTU capacity. The announcements do not say if it is one fleet.
-
insightsOracle's HPE Juniper Network Expansion: What MX, PTX and QFX Do
Oracle may deploy HPE Juniper PTX, MX, QFX and EX platforms globally. Here's what is in use today, what is planned and what remains undisclosed.