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The Power Map · No. 02 — FERC Docket RM26-4

Who writes the rules ofThe Grid

The rule text that decides how artificial-intelligence (AI) data centers connect to the U.S. grid is being written right now. In Federal Energy Regulatory Commission (FERC) Docket RM26-4, six hyperscalers—Meta, Google, Microsoft, OpenAI, Amazon, and Oracle—are on the record asking for specific language, and six grid operators have been ordered to rewrite the tariffs that will govern those same companies’ access. The compliance filings due about August 17, 2026 are where the test runs: The Power Map will match the tariff text, line by line, against the language the companies asked for.

The proceeding’s paper trail is unusually clean. It opened not with a FERC notice but with a §403 letter from U.S. Department of Energy (DOE) Secretary Chris Wright attaching a pre-drafted 14-principle agenda; the six companies filed initial comments in their own names on a single day in November 2025; and in June 2026 FERC issued six unanimous show-cause orders—an order that requires its recipient to either justify its existing rules or propose new ones—handing the drafting pen to PJM Interconnection, Southwest Power Pool (SPP), the New York Independent System Operator (NYISO), the Midcontinent Independent System Operator (MISO), the California Independent System Operator (CAISO), and ISO New England (ISO-NE). Every relationship on this page traces to a FERC eLibrary accession, a U.S. Securities and Exchange Commission (SEC) filing, or a company’s own release—each one linked in The Record below. Verified July 29, 2026.

6
Hyperscalers on the record
6
Grid operators ordered
14
Principles in DOE’s draft
$650M
Susquehanna campus sale
1,920 MW
Amazon nuclear PPA
Aug 17
Compliance filings due
01—The networkdrag any node · hover a link to trace it · click to pin the source
CompanyProceedingOfficialGrid operatorTrade groupprimaryreported
How to read this map

Every line on this map is a documented connection drawn from a public record—FERC eLibrary accessions in Docket RM26-4, FERC orders and press releases, SEC filings, and company press releases, all verified July 29, 2026. The map records documented connections, not allegations. The six hyperscaler edges are the companies’ own comments, filed in their own names on November 21, 2025. The Data Center Coalition edge is sourced only as a trade-group channel into the same docket; no company’s membership is asserted here.

02—What this map meansthe two-hop capture test, and when it runs

This map is built to run one test. The Department of Energy opened the proceeding with a draft of 14 principles; FERC’s June 18 orders told six grid operators their tariffs are preliminarily unjust and unreasonable for large-load integration; the operators now write the operative tariff text. That is two hops from a policy sketch to binding rules—and at each hop, the companies the rules will govern are on the record asking for specific language.

The test is textual. When the six operators file their full show-cause responses—due about August 17, 2026—The Power Map will match the tariff text against the hyperscalers’ own comment language, line by line. The standard is near-verbatim overlap—passages a company asked for that appear in the rule as filed. Semantic similarity alone does not count—regulators and regulated parties describe the same grid, so ideas will rhyme even where no language moved.

What is not yet known, stated plainly: as of July 29, 2026, no compliance filing exists. The six operators have filed only 30-day informational reports (July 20, 2026). Until the full responses land, this page documents the inputs—who asked for what, through which channel—and holds the question open.

03—What each relationship meansmeaning first—the documented record sits beneath each one
DOE → Docket RM26-4 · The Opening

The proceeding did not start at FERC. Energy Secretary Chris Wright sent a section 403 letter (Department of Energy Organization Act) attaching DOE’s own draft rulemaking notice with 14 principles for connecting large loads. FERC never issued its own advance notice of proposed rulemaking (ANOPR)—the agenda arrived from the executive branch, pre-drafted.

RECORD Section 403 letter dated Oct 23, 2025, filed Oct 27, 2025; Notice Inviting Comments Oct 27, 2025; Order Regarding Intent to Act Apr 16, 2026. · FERC eLibrary
Six hyperscalers → RM26-4 · The Ask

On one day—November 21, 2025—Meta, Google, Microsoft, OpenAI, Amazon, and Oracle each filed initial comments in their own names. These are the companies whose data centers the rule will govern, on the record asking for specific language before the operators write it.

RECORD Six initial comments, Nov 21, 2025; accessions listed in the record below. · FERC Docket RM26-4
Data Center Coalition → RM26-4 · The Second Channel

The industry also speaks through a trade group. The Data Center Coalition (DCC) filed its own comment the same day—a second channel carrying industry language into the same docket, alongside the companies’ direct filings.

RECORD DCC initial comment, Nov 21, 2025, accession 20251121-5521. · FERC eLibrary
FERC → Six grid operators · The Orders

On June 18, 2026, FERC issued six unanimous show-cause orders under section 206 of the Federal Power Act—one per grid operator—each preliminarily finding the operator’s tariff unjust and unreasonable for large-load integration. The orders hand the pen to PJM, SPP, NYISO, MISO, CAISO, and ISO-NE: they now draft the tariff text.

RECORD Dockets EL26-67 through EL26-72, June 18, 2026; accessions in the record below. · FERC press release
Talen → Amazon Web Services (AWS) · The Precedent

The fight that pushed co-location onto FERC’s docket. Talen sold its Cumulus data-center campus at the Susquehanna nuclear plant to AWS for $650 million, alongside a power contract for up to 960 megawatts (MW); FERC then rejected the amended interconnection agreement that would have raised the co-located load from 300 to 480 MW. The expanded deal that followed ran to 1,920 MW of nuclear power through 2042 at full contract quantity.

RECORD Talen release Mar 4, 2024; FERC order 189 FERC ¶ 61,078 (ER24-2172), Nov 1, 2024; Talen 8-K exhibit, Jun 11, 2025. · FERC order ER24-2172
Constellation → Microsoft · The Restart

A 20-year power purchase agreement (PPA) is restarting Three Mile Island Unit 1 as the Crane Clean Energy Center—837 MW at its 2019 retirement—with Microsoft as the buyer. A single customer’s demand is reopening a retired nuclear plant.

RECORD Constellation release Sep 20, 2024; Constellation Q3 2024 10-Q. · Constellation release
04—The co-location fight, traced
2024-03-04  Talen sells the Susquehanna campus to AWS for $650M2024-11-01  FERC rejects the amended interconnection agreement (300→480 MW)2025-12-18  FERC’s PJM co-location order (193 FERC ¶ 61,217)2026-06-18  six section 206 show-cause orders, one per grid operator2026-08-17  full show-cause responses due (~)

The backstory is one plant. In March 2024 Talen Energy sold its Cumulus data-center campus at the Susquehanna nuclear plant to Amazon Web Services for $650 million, alongside a power contract for up to 960 MW—a data center wired directly to a reactor. When the parties asked to raise the co-located load from 300 to 480 MW, FERC said no (189 FERC ¶ 61,078, Docket ER24-2172). The question of how large loads plug into the grid had landed at the commission.

What followed ran through Washington. DOE Secretary Chris Wright’s section 403 letter opened Docket RM26-4 in October 2025 with a pre-drafted 14-principle agenda. FERC’s PJM co-location order came in December 2025 (193 FERC ¶ 61,217, EL25-49). Then, in June 2026, six unanimous show-cause orders told every major grid operator to rewrite its tariff. The parties, meanwhile, expanded the deal: Talen’s 8-K exhibit states that “at the full contract quantity, Talen will provide Amazon with 1,920 megawatts of carbon-free nuclear power through 2042.”

05—The recordevery entry below links to a primary document
Initial comments
Filed Nov 21, 2025, Docket RM26-4-000 · FERC eLibrary · verified July 29, 2026
Meta Platforms
signed in-house
Google LLC
via Wilson Sonsini Goodrich & Rosati
Microsoft
in-house
OpenAI Group PBC
Amazon Energy LLC
via Dentons US LLP
Data Center Coalition
trade group

Six companies filed in their own names; the Data Center Coalition is the trade-group channel into the same docket. Each link opens the filing’s eLibrary record.

Show-cause orders
Six unanimous §206 orders, one per grid operator · FERC eLibrary · verified July 29, 2026
PJM
Docket EL26-67 · §206 show-cause order, Jun 18, 2026
SPP
Docket EL26-68 · §206 show-cause order, Jun 18, 2026
NYISO
Docket EL26-69 · §206 show-cause order, Jun 18, 2026
MISO
Docket EL26-70 · §206 show-cause order, Jun 18, 2026
CAISO
Docket EL26-71 · §206 show-cause order, Jun 18, 2026
ISO-NE
Docket EL26-72 · §206 show-cause order, Jun 18, 2026

Each order preliminarily finds the operator’s tariff unjust and unreasonable for large-load integration. All six operators filed 30-day informational reports on Jul 20, 2026; the full responses are due about Aug 17, 2026, and none had been filed as of July 29, 2026. FERC press release →

The power deals
The co-location arrangements behind the docket · primary documents · verified July 29, 2026
Talen → Amazon Web Services
Susquehanna nuclear plant · $650M campus sale · 1,920 MW through 2042 at full contract quantity
Constellation → Microsoft
Three Mile Island Unit 1 restart as the Crane Clean Energy Center · 837 MW at its 2019 retirement · 20-year PPA

Both deals are documented in the parties’ own releases and SEC filings; the FERC rejection order is the commission’s own text.

06—Agencies in this record (2) — the two agencies whose dockets this page traces
Federal Energy Regulatory Commission (FERC)U.S. Department of Energy (DOE)

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