Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-access fight centered on who pays and who decides.

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Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. — U.S. Securities and Exchange Commission
Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. For GPU and memory supply-chain readers, the filing links component availability directly to stranded data center capacity…
[PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners
1 UNITED STATES OF AMERICA FEDERAL ENERGY REGULATORY COMMISSION Interconnection of Large Loads to the ) Docket No. RM26-4-000 Interstate Transmission System ) INITIAL COMMENTS OF THE NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS The National Association of Regulatory Utility Commissioners (“NARUC”), respectfully submits these comments responding to the Federal Energy Regulatory…
FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Insights | Mayer Brown — Mayer Brown
![](/cdn-cgi/image/width=3840,quality=90,format=auto//-/jssmedia/images/test-images/logo2.svg?iar=0&rev=7fff08e4fca34457a7b0a7f6f5165b54&hash=1E923A91F38EA9B3DA462438765A8A27) # FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors In late October 2025, at the direction of the Secretary of the US Department of…
Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group
## Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity RENO, NV, December 19, 2025 New Q3 data from Synergy Research Group shows that the number of large data centers operated by hyperscale providers has climbed to 1,297 worldwide, nearly tripling since early 2018. Over the same period, total operational capacity has increased more than fourfold as average data center…