SECTIONS
The Power Map · No. 04 — Microsoft

The invisible tenant namedMicrosoft

On June 1, 2026—one day after they would have expired—the Federal Energy Regulatory Commission (FERC) accepted a waiver moving 760 megawatts (MW) of grid interconnection rights from a fossil plant outside Philadelphia to the restarted Three Mile Island reactor, a plant whose entire output is contracted to Microsoft for 20 years. The order names the fossil units, the grid operator, the protesting market monitor, and the emergency federal orders that kept the rights alive long enough to hand over. It never mentions Microsoft. Fifteen hundred miles away in Abilene, Texas, two buildings registered with the Texas Department of Licensing and Regulation (TDLR) at $6.3 billion each rise on a campus Crusoe announced “to Support Microsoft AI Infrastructure”—owned on paper by numbered limited-liability companies (LLCs), on a site where no government document names Microsoft either.

The public risk in both theaters is federal. A $1 billion U.S. Department of Energy (DOE) loan finances the nuclear restart, and DOE emergency orders kept the fossil plant running past its retirement so its grid rights could transfer. The political money is federal too, and it is the opposite of loud: a corporate political action committee (PAC) that gives the $30,000 maximum to all four congressional campaign committees, both parties, both cycles—while Microsoft’s chief executive gives nothing. Every relationship on this page traces to a named public record, linked in The Record below; two lines on the map, and only two, are labeled inferences, and the method note says exactly what that label means. Verified July 31, 2026.

$6.3B
Each “B” building · TDLR registered cost
$1B
DOE loan · closed Nov 18, 2025
760 MW
Grid rights moved one day after expiry
2030
Yearly studies the waiver avoided, through Dec 31
$2.07M
Microsoft PAC disbursed · 2024 cycle
0
Microsoft mentions in the government record
01—The networkdrag any node · hover a link to trace it · click to pin the source
CompanyShell LLCData centerAgency / personPAC / committeegovernment recordcompany release / labeled inference
How to read this map

Every line on this map is a documented connection drawn from a public record—Texas Department of Licensing and Regulation project registrations, Texas Commission on Environmental Quality permit notices, Texas Comptroller franchise-tax rolls, a Federal Energy Regulatory Commission order and the filings beneath it, U.S. Department of Energy loan and emergency-order records, Federal Election Commission receipts and disbursements, Senate lobbying disclosures, and the companies’ own releases, all verified July 31, 2026. Solid lines are contracts, charters, orders, and filings in government records; dashed lines are attributions the record supports only through a company release. Two dashed lines carry something no earlier Power Map has needed: the label INFERENCE. The lines from Abilene DC B1, LLC and Abilene DC B2, LLC to the 900-megawatt campus rest on charter timing and name pattern only—two shells chartered days before the announcement, named in the series the campus uses—and no filing connects them. A dashed line with an inference label means exactly that, and nothing more. Dollar figures on the links are the amounts in the cited filings. The map records documented connections, not allegations.

02—What this map meansunnamed in two theaters—while the public risk runs federal

Microsoft is the invisible counterparty twice over. In Texas, no Abilene government document names it: the buildings are registered to numbered shells, the air permit is Crusoe’s, and the company’s name appears only in Crusoe’s own release. In Pennsylvania, the Federal Energy Regulatory Commission order that rebuilt the grid around its nuclear contract—transferring 760 megawatts of interconnection rights to the plant whose output Microsoft bought for 20 years—never mentions Microsoft. Meanwhile the public risk runs federal: a $1 billion U.S. Department of Energy loan, and emergency orders keeping a fossil plant alive so its grid rights could pass to Crane one day after they would have expired.

Who it moves: federal taxpayers carry the loan. Ratepayers in PJM Interconnection (PJM), the mid-Atlantic grid operator, carry whatever the Independent Market Monitor protested about—its protest is in the docket; the Commission accepted the waiver over it. And Abilene’s tax base carries the abatements documented in investigation No. 03, now extended to a second campus built “to support Microsoft AI infrastructure.”

What it signals: set this against OpenAI’s map—$25 million from one executive to two super PACs in a single day, no corporate political action committee at all—and Microsoft’s money is the opposite machine. A corporate PAC that maxes to all four congressional campaign committees, both parties, both cycles. A vice chair and president who has given more than $1.6 million personally, to both sides. A chief executive who gives nothing. And the anonymity engineering improved between phases: the first Abilene shells were chartered at Crusoe’s own addresses; the new ones sit at a registered-agent office in Frisco whose parentage no free public record establishes.

03—What each relationship meansmeaning first—the documented record sits beneath each one
Crusoe → Microsoft · The Support

On March 27, 2026, Crusoe announced a 900-megawatt “AI factory campus” in Abilene “to Support Microsoft AI Infrastructure”—two new buildings at 336 MW of critical information-technology load each, an onsite power plant, first building energized mid-2027, total site 2.1 gigawatts (GW). Nowhere in the release do the words “customer,” “tenant,” “lease,” or “contract” appear. Microsoft’s only attributable words come from Noelle Walsh, its President of Cloud Operations & Innovation: “Crusoe’s Abilene facility reflects the type of large-scale infrastructure that supports next generation AI while contributing long term value to the local community.” The type of. The Big Drop’s Stargate investigation documented the first-phase shells on this same land; this page extends that work to the Microsoft phase.

RECORD Crusoe release, Mar 27, 2026 · quoted verbatim. · Crusoe
Abilene DC B1 & B2 · The Shells That Went Dark

The buildings have owners of record: Abilene DC9, LLC and Abilene DC10, LLC, at 1641 California St, Denver—Crusoe’s address. But the Texas Comptroller’s rolls show two newer entities, Abilene DC B1, LLC and Abilene DC B2, LLC, chartered March 2, 2026—days before the announcement—at 2595 Dallas Pkwy, Suite 350, Frisco: a United Agent Group registered-agent office hosting more than 100 unrelated entities. Every earlier Abilene DC LLC was chartered at a Crusoe address; the B shells’ parentage cannot be established from any free public record, and they appear in no construction filing. Their lines on this map are the two labeled inferences. A related lead, not a finding: LONGHORN PROPCO, L.P., chartered February 23, 2026 at the same suite, matches the “Longhorn Data Center” name on Crusoe’s pending Texas Commission on Environmental Quality (TCEQ) air permits, which seek additional on-site generation at proposed emissions of 760.33 tons of nitrogen oxides and 815.59 tons of volatile organic compounds per year.

RECORD Comptroller rolls (dataset 9cir-efmm); TCEQ pending permits 182126 / GHGPSDTX263 / PSDTX1688. · Texas Comptroller / TCEQ
Constellation → Microsoft · The Restart

The second theater is nuclear. In September 2024, Constellation announced the Crane Clean Energy Center—the restart of Three Mile Island Unit 1 in Londonderry Township, Pennsylvania (837 MW at its 2019 retirement)—under a 20-year power purchase agreement (PPA) with Microsoft, the restart target since moved from 2028 to 2027. On November 18, 2025, the U.S. Department of Energy (DOE) closed a $1 billion loan to Constellation under its Energy Dominance Financing program. Constellation’s stated total investment is about $1.6 billion (its 10-K, as cited in the FERC order), plus a roughly $100 million grid-upgrade agreement with PJM and Mid-Atlantic Interstate Transmission.

RECORD Constellation release Sep 20, 2024; DOE loan closing Nov 18, 2025; FERC order 195 FERC ¶ 61,162. · Constellation / DOE / FERC
FERC → Crane · The One-Day Waiver

On June 1, 2026, the Federal Energy Regulatory Commission issued order 195 FERC ¶ 61,162 (Docket ER26-2028-000), transferring 760 MW of capacity interconnection rights from Eddystone—two 380 MW dual-fuel fossil units outside Philadelphia—to Crane (859 MW per the order). Those rights would have expired May 31, 2026; they survived only because DOE emergency orders under Federal Power Act section 202(c) kept Eddystone running (No. 202-25-4 of May 30, 2025, renewed through No. 202-26-24 of May 21, 2026). The waiver was granted one day after the expiration date. PJM’s own filing says that absent the waiver, Crane “would be required to request interim deliverability studies on a yearly basis, until at least December 31, 2030.” The Independent Market Monitor protested; PJM did not oppose. The order never mentions Microsoft.

RECORD FERC order Jun 1, 2026 (accession 20260601-3068); PJM filing Apr 21, 2026 (accession 20260421-5206); DOE §202(c) orders. · FERC / DOE / PJM
Microsoft → Washington & Harrisburg · The Machine

The Microsoft Stakeholders Voluntary PAC (Federal Election Commission committee C00227546) disbursed $2,072,361 in the 2024 cycle and $1,305,253 through June 30, 2026—all four congressional campaign committees at the $30,000 maximum, both parties, both cycles. Its federal filings also disclose $10,000 to Shapiro for Pennsylvania, Gov. Josh Shapiro’s state committee, on October 31, 2024—and again on October 22, 2025. The filings record the donations; they do not record why. Brad Smith, Microsoft’s Vice Chair & President as filed, gave $888,484 itemized in the 2024 cycle—including $300,000 to Harris Victory Fund and $250,000 to FF PAC (Future Forward, the pro-Democratic super PAC)—and $745,118 through June 30, 2026, including $65,000 to the National Republican Senatorial Committee (NRSC), $50,000 to GOPAC, $50,000 to Senate Majority PAC, $50,000 to the Democratic Senatorial Campaign Committee, and the Scalise, Johnson, and Jeffries leadership funds. Systematically bipartisan. Federal lobbying under the Lobbying Disclosure Act (LDA), 2025: $3,582,500 across 23 outside firms aimed at 36 federal bodies—Tiber Creek Group $360,000, Penn Hill Group $300,000, Michael Best Strategies $270,000 at the top.

RECORD FEC committee C00227546 disbursements; FEC Schedule A receipts (deduplicated, non-memo); Senate LDA filings 2025. · FEC / Senate LDA
The record’s gaps · The Absence

The absences are findings. Microsoft’s U.S. Securities and Exchange Commission (SEC) filings contain zero mentions of Abilene or Crusoe (EDGAR full-text search, CIK 0000789019, checked July 31, 2026). No Abilene government document names Microsoft. The widely reported “700 MW / 20-year lease” at the B campus has no primary source and is not used on this page. Chief executive Satya Nadella has zero itemized federal contributions since October 2018—a verified absence in FEC receipts. And in Pennsylvania, no state money was found behind the restart: the state’s documented role is permitting. The public money is federal.

RECORD EDGAR full-text search; FEC receipts; Pennsylvania Department of Environmental Protection project page; searches verified Jul 31, 2026. · SEC / FEC / PA DEP
04—The invisible tenant, traced
2024-09-20  Constellation–Microsoft 20-year PPA; Crane restart announced2025-11-18  DOE closes the $1B Energy Dominance Financing loan2025-12-17  Abilene Buildings 9–10 registered at $6.3B each2026-03-02/27  B1/B2 chartered at a Frisco cutout; Crusoe announces the 900 MW Microsoft campus2026-05-31/06-01  Eddystone rights expire; FERC moves them to Crane one day later

The two theaters ran on separate paper until 2026. The Pennsylvania theater opened first: on September 20, 2024, Constellation announced it would restart Three Mile Island Unit 1 as the Crane Clean Energy Center under a 20-year power purchase agreement with Microsoft—the one document in either theater where Microsoft’s name is on the deal itself. Fourteen months later the federal money arrived: a $1 billion DOE loan, closed November 18, 2025. The Texas theater opened quietly the next month: on December 17, 2025, “Abilene Building 9” and “Abilene Building 10” were registered with state licensing regulators at $6.3 billion estimated cost each—738,382 square feet apiece at 617 FM 2404, Taylor County, owners of record at Crusoe’s Denver address, the earlier phase filed under the codename “Project Plaid.”

Then the paper trails converged on a single spring. On March 2, 2026, Abilene DC B1, LLC and Abilene DC B2, LLC were chartered at a Frisco registered-agent office—days before Crusoe’s March 27 announcement of the 900 MW campus “to Support Microsoft AI Infrastructure.” And in Pennsylvania, the clock ran out and was rewound: Eddystone’s interconnection rights expired May 31, 2026, kept transferable only by DOE emergency orders, and on June 1—one day later—FERC accepted the waiver moving 760 MW of them to Crane, over the Independent Market Monitor’s protest, in an order that never says the name of the company whose contract the whole arrangement serves.

SOURCES  Constellation release (2024-09-20) · DOE loan closing (2025-11-18) · TDLR TABS registrations TABS2026008297 / TABS2026008318 (2025-12-17) · Texas Comptroller franchise-tax rolls, dataset 9cir-efmm (charter dates) · Crusoe release (2026-03-27) · DOE §202(c) orders No. 202-25-4 / No. 202-26-24 · FERC order 195 FERC ¶ 61,162, accession 20260601-3068 (2026-06-01) · PJM filing, accession 20260421-5206 (2026-04-21)
05—The recordevery entry below names its primary document
Texas records
The registrations, charters, and permits at Abilene · verified July 31, 2026
Crusoe release · Mar 27, 2026
900 MW campus “to Support Microsoft AI Infrastructure” · two buildings, 336 MW each · 2.1 GW total site
TDLR TABS registration · Abilene Building 9
$6.3B estimated cost · 738,382 sq ft · 617 FM 2404, Taylor County · owner Abilene DC9, LLC (Crusoe’s Denver address) · registered Dec 17, 2025
TDLR TABS registration · Abilene Building 10
$6.3B estimated cost · owner Abilene DC10, LLC · earlier phase filed under codename “Project Plaid” · registered Dec 17, 2025
Texas Comptroller franchise-tax rolls
Abilene DC B1, LLC and Abilene DC B2, LLC chartered Mar 2, 2026 at 2595 Dallas Pkwy Ste 350, Frisco; LONGHORN PROPCO, L.P. chartered Feb 23, 2026, same suite
TCEQ pending permits 182126 / GHGPSDTX263 / PSDTX1688
Applicant Crusoe Energy Systems LLC, “Longhorn Data Center” · additional on-site generation · proposed NOx 760.33 tons/yr, VOC 815.59 tons/yr

No Texas government document names Microsoft. The company’s name enters the Abilene record only through Crusoe’s own release; the buildings are registered to numbered LLCs and the pending air permits run to Crusoe. The B1/B2 charters are the only entries here whose connection to the campus is a labeled inference.

The FERC–DOE record
The federal paper behind the Crane restart · verified July 31, 2026
Constellation release · Sep 20, 2024
Crane Clean Energy Center · 20-year PPA with Microsoft · 837 MW at 2019 retirement · restart target moved 2028 → 2027
DOE $1 billion loan · closed Nov 18, 2025
Energy Dominance Financing program · Constellation’s stated total investment ~$1.6B (10-K as cited in the FERC order) + ~$100M PJM grid-upgrade agreement
FERC order 195 FERC ¶ 61,162 · Jun 1, 2026
Docket ER26-2028-000 · 760 MW of capacity interconnection rights transferred from Eddystone to Crane (859 MW per the order) · rights expired May 31, 2026 · Independent Market Monitor protested · the order never mentions Microsoft
PJM filing · Apr 21, 2026
Absent the waiver, Crane “would be required to request interim deliverability studies on a yearly basis, until at least December 31, 2030”
DOE Federal Power Act §202(c) emergency orders
No. 202-25-4 (May 30, 2025) renewed through No. 202-26-24 (May 21, 2026) · kept Eddystone running so its rights could transfer
Pennsylvania’s documented role
Permitting only · no state grant or tax credit was found, and no Public Utility Commission docket ties state money to the restart—stated as a finding

The federal record rebuilds the grid around a contract it never names: the FERC order transferring 760 MW to the plant Microsoft contracted for contains zero mentions of Microsoft. The waiver arrived one day after the rights would have expired.

Political money
FEC and Senate LDA records · verified July 31, 2026
Microsoft Stakeholders Voluntary PAC · C00227546
$2,072,361 disbursed, 2024 cycle · $1,305,253 through Jun 30, 2026 · all four congressional campaign committees at the $30,000 maximum, both parties, both cycles
MSVPAC → Shapiro for Pennsylvania
$10,000 on Oct 31, 2024 and again Oct 22, 2025 · Gov. Josh Shapiro’s state committee · disclosed in the PAC’s federal filings
Brad Smith, personal
$888,484 itemized, 2024 cycle (incl. $300,000 Harris Victory Fund, $250,000 FF PAC) · $745,118 through Jun 30, 2026 (incl. $65,000 NRSC, $50,000 GOPAC, $50,000 Senate Majority PAC, $50,000 DSCC)
Satya Nadella, personal
Zero itemized federal contributions since October 2018 · a verified absence
Microsoft · federal lobbying, 2025
$3,582,500 across 23 outside firms aimed at 36 federal bodies · Tiber Creek Group $360,000 · Penn Hill Group $300,000 · Michael Best Strategies $270,000

The map documents the donations, not their purpose. The Shapiro for Pennsylvania contributions are disclosed in the PAC’s own federal filings; this page asserts nothing about intent.

06—Agencies in this record (7) — the public bodies whose paper trail this page is built on
Texas Department of Licensing and Regulation (TDLR)Texas Commission on Environmental Quality (TCEQ)Texas Comptroller of Public AccountsFederal Energy Regulatory Commission (FERC)U.S. Department of Energy (DOE)PJM Interconnection, L.L.C.Federal Election Commission (FEC)

Get in touch

Good choice…

Thanks!

I’ll be in touch as soon as I can.