{"id":409744,"date":"2026-07-23T18:41:18","date_gmt":"2026-07-23T18:41:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ca\/409744\/"},"modified":"2026-07-23T18:41:18","modified_gmt":"2026-07-23T18:41:18","slug":"pges-data-center-pipeline-more-than-doubles-in-second-quarter-the-mercury-news","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ca\/409744\/","title":{"rendered":"PG&E\u2019s data center pipeline more than doubles in second quarter \u2013 The Mercury News"},"content":{"rendered":"

By Emily Forgash, Bloomberg<\/p>\n

PG&E Corp<\/a>. reported a 7.6-gigawatt increase in its data center<\/a> pipeline during the second quarter as the artificial intelligence build-out gains momentum.<\/p>\n

The California utility\u2019s pipeline of proposed data center projects totaled 12.7 gigawatts at the end of June, up from 5.1 gigawatts in March, the company said Thursday in its latest earnings presentation. The surge underscores that the data-center boom won\u2019t be limited to the states that have dominated AI infrastructure thus far, including Virginia and Texas.<\/p>\n

RELATED:\u00a0PG&E doubles size of San Jose substation, plans further expansion<\/a><\/p>\n

The utility separates projects in the pipeline into different categories depending on how far along the interconnection application is. The current makeup of the pipeline shows that while dozens of projects have advanced enough to sign an application and pay a study fee, far fewer are close to getting connected.<\/p>\n

The largest gain in the second quarter came from projects that have applied and paid that initial fee. PG&E now has 26 projects totaling 8.2 gigawatts in that category, up from 1.7 gigawatts in March. But there are only four projects making up 490 megawatts of the pipeline that have actual interconnection construction agreements, up from 140 megawatts.<\/p>\n

Like many US utilities, PG&E has said it\u2019s working to lower customers\u2019 bills while contending with how to get ever-bigger data centers connected to power. According to the company, each additional gigawatt in its data center pipeline reduces customers\u2019 electricity bills by 1% or more. But those results can \u201cdiffer materially\u201d depending on the pricing and rate design for large electricity users, the company said, an issue utilities and regulators are still working to determine.<\/p>\n

PG&E shares fell as much as 3%, the biggest intraday drop in over a month, after the company reported second-quarter operating revenue that was below analysts\u2019 estimates.<\/p>\n

More stories like this are available on bloomberg.com<\/a><\/p>\n

\u00a92026 Bloomberg L.P.<\/p>\n","protected":false},"excerpt":{"rendered":"By Emily Forgash, Bloomberg PG&E Corp. reported a 7.6-gigawatt increase in its data center pipeline during the second…\n","protected":false},"author":2,"featured_media":409745,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[2080,184,387,7,8,1279,6774,643,181,1338,100,3604,88,90,89,2280,1970],"class_list":["post-409744","post","type-post","status-publish","format-standard","has-post-thumbnail","category-san-jose","tag-artificial-intelligence","tag-bay-area","tag-business","tag-california","tag-california-news","tag-data","tag-energy","tag-environment","tag-latest-headlines","tag-morning-wire","tag-news","tag-pge","tag-san-jose","tag-san-jose-headlines","tag-san-jose-news","tag-silicon-valley","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/posts\/409744","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/comments?post=409744"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/posts\/409744\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/media\/409745"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/media?parent=409744"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/categories?post=409744"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/tags?post=409744"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}