{ "license": "CC BY 4.0", "interpretation_reviewed_at": "2026-10-27", "mirror_exported_at": "2026-10-28", "note": "Interpreted entries are manually reviewed and ordered by event date. Filing metadata is explicitly distinguished from completed document-content review. Published events with a source URL and existing dossier refresh with the mirror. Registry candidates are excluded; neither list measures current delivered power.", "reviewed_changes": [ { "id": "opsb-q3-filings-20261026", "project": "Socrates South and STY", "project_path": "/research/opsb-review-2026-10/", "event_date": "2026-10-26", "reviewed_at": "2026-10-27", "kind": "Filing metadata · content review pending", "title": "Two Q3 compliance notices appear in the OPSB dockets", "summary": "Socrates South files a Condition 12 notice and STY a Condition 15 notice, each labelled 2026 Q3. These are the only October 26 records in the exact 44-row intake; the other 42 were filed earlier.", "changes": [], "meaning": "The notices are follow-up leads. Their titles establish neither a change of operating status nor the outcome of complaint reporting.", "unknown": "The PDFs remain unavailable for content review. Complaint counts, compliance findings and equipment changes are unestablished. Three other entries in the batch are explicitly confidential targets.", "next": "Read the public report files when access is available; retain the current source-backed project statuses meanwhile.", "sources": [ { "title": "Socrates South Condition 12 docket record", "url": "https://dis.puc.state.oh.us/DocumentRecord.aspx?DocID=18a9efcd-434f-4fe9-9f86-a7faca899f06" }, { "title": "STY Condition 15 docket record", "url": "https://dis.puc.state.oh.us/DocumentRecord.aspx?DocID=619c20b0-0d41-4f41-b4a3-0cc7e207a0c0" } ] }, { "id": "goodnight-construction-report-20260928", "project": "Crusoe Armstrong County / Goodnight", "project_path": "/projects/crusoe-armstrong-goodnight/", "event_date": "2026-09-28", "reviewed_at": "2026-10-27", "kind": "Operator milestone", "title": "Crusoe identifies Google's campus and its Goodnight wind connection", "summary": "Crusoe reports construction underway after a June 2025 groundbreaking. Its release distinguishes operating Goodnight 1 from Goodnight 2 still under construction.", "changes": [], "meaning": "Track the campus, wind phases and shared grid connection separately. The wind ratings do not establish continuous supply or current computing load.", "unknown": "Current delivered power and final disposition of the related PUCT rehearing remain unestablished here.", "next": "Check subsequent PUCT 59220 orders and wind-phase completion records.", "sources": [ { "title": "Crusoe announcement, September 28, 2026", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-developing-data-center-campus-in-armstrong-county-texas" } ] }, { "id": "matador-tensorwave-lease-20260810", "project": "Fermi Project Matador", "project_path": "/projects/fermi-project-matador/", "event_date": "2026-08-10", "reviewed_at": "2026-10-27", "kind": "Operator milestone", "title": "Fermi announces its first binding customer lease", "summary": "The TensorWave announcement defines 222 MW of total facility power for the first phase, with phased delivery beginning in the second half of 2027. Expansion rights beyond 650 MW are separate options.", "changes": [], "meaning": "A customer phase is more specific than the 17 GW campus ambition. Keep the phase's power basis, delivery window and conditions together.", "unknown": "The announcement does not establish fulfilment of financing and guaranty conditions, delivery or current operation.", "next": "Track subsequent disclosures against the 222 MW phase and the stated conditions.", "sources": [ { "title": "Fermi investor announcement, August 10, 2026", "url": "https://investor.fermiamerica.com/fermi-announces-binding-lease-agreement-with-tensorwave" } ] }, { "id": "socrates-south-operational-20260803", "project": "Socrates South", "project_path": "/projects/socrates-south/", "event_date": "2026-08-03", "reviewed_at": "2026-10-27", "kind": "Regulator operating-status milestone · retrospective", "title": "OPSB lists Socrates South as operational from August 3", "summary": "The regulator’s September 17, 2026 table places case 25-0185-EL-BLN in its operational BTM category at 200 MW, with an August 3 operational date. This finding comes from a separately reviewed official status report, not the unread October filing.", "changes": [ { "field": "Documented project stage", "before": "Construction authorized June 9, 2025", "after": "Listed operational from August 3, 2026 in the September 17 table" } ], "meaning": "An official operating listing supports a stronger project stage than the old construction authorization. The 200 MW gas-capacity figure excludes battery storage.", "unknown": "Current metered output, delivered IT power and individual unit availability remain unknown.", "next": "Reconcile equipment and commissioning records; read the October Q3 report.", "sources": [ { "title": "OPSB Gas Generation & CHP Case Status, September 17, 2026 · p. 3", "url": "https://dam.assets.ohio.gov/image/upload/puco.ohio.gov/empliibrary/files/OPA/Mapping/OPSB/Solar%20Facilities%20Map/Natural_Gas_Map_and_Stats.pdf#page=3" }, { "title": "June 9, 2025 authorization announcement", "url": "https://opsb.ohio.gov/news/opsb-approves-construction-of-licking-county-natural-gas-fired-power-plant" } ] }, { "id": "sty-approved-boundary-20260625", "project": "Socrates the Younger (STY)", "project_path": "/projects/socrates-the-younger/", "event_date": "2026-06-25", "reviewed_at": "2026-10-27", "kind": "Regulator approval · capacity-basis correction", "title": "STY: retain the 250 MW gas boundary and separate 116 MW battery", "summary": "OPSB’s status table dates approval to June 25, 2026 and marks the project under construction as of September 17. Its June 26 announcement describes 250 MW gas generation, 116 MW battery storage and 36 conditions.", "changes": [ { "field": "Approval date basis", "before": "June 26 announcement date used in the older archive", "after": "June 25 approval date in the regulator table; announcement published June 26" }, { "field": "Gas-capacity reporting basis", "before": "Older uncited BTW event: 296 MW turbines", "after": "Official OPSB table and announcement: 250 MW project gas capacity; technical-rating reconciliation pending" } ], "meaning": "This corrects the stated source and capacity boundary. It does not establish a physical 46 MW reduction. Battery power and gas generation remain separate quantities.", "unknown": "The 296 / 250 MW technical basis, current commissioning state and battery duration remain unestablished.", "next": "Read public narrative, staff report and amendments; seek in-service evidence.", "sources": [ { "title": "OPSB Gas Generation & CHP Case Status, September 17, 2026 · p. 3", "url": "https://dam.assets.ohio.gov/image/upload/puco.ohio.gov/empliibrary/files/OPA/Mapping/OPSB/Solar%20Facilities%20Map/Natural_Gas_Map_and_Stats.pdf#page=3" }, { "title": "OPSB announcement, June 26, 2026", "url": "https://opsb.ohio.gov/news/opsb-authorizes-construction-of-licking-county-power-plant-0626" } ] }, { "id": "abilene-o4721-issued-20260116", "project": "Crusoe Stargate Abilene / Longhorn", "project_path": "/facility/crusoe-stargate-abilene/", "event_date": "2026-01-16", "reviewed_at": "2026-10-27", "kind": "Regulator milestone", "title": "Abilene's O4721 federal operating permit is issued", "summary": "O4721 adds a dated federal operating-permit milestone to the Longhorn / Abilene DC 1 record. Keep it distinct from the earlier NSR registration and modification.", "changes": [], "meaning": "Authorization progressed in the documentary record. Issuance does not measure the operating state of each unit or delivered IT power.", "unknown": "Current output and the exact first day of BTM generation are not established by issuance.", "next": "Seek dated commissioning and operating evidence for each equipment cohort.", "sources": [ { "title": "TCEQ O4721 issued permit", "url": "https://www.tceq.texas.gov/assets/public/permitting/air/publicnotice/37589sop.pdf" } ] }, { "id": "victoria-partnership-20251030", "project": "Blue Energy / Crusoe Port of Victoria", "project_path": "/projects/blue-energy-crusoe-port-victoria/", "event_date": "2025-10-30", "reviewed_at": "2026-10-27", "kind": "Operator milestone", "title": "A gas-to-nuclear concept is announced for the Victoria-area AI campus", "summary": "Blue Energy and Crusoe announce a proposed pairing after the port's option-agreement report. Initial gas-bridge power as early as 2028 and nuclear generation by 2031 are developer targets.", "changes": [], "meaning": "Track site control, gas generation and nuclear licensing as separate milestones. An option agreement is not a licensed power plant.", "unknown": "Current option exercise, final site boundaries, permits and updated delivery dates remain unestablished in the reviewed sources.", "next": "Look for port decisions and project-specific air and NRC records before upgrading the development status.", "sources": [ { "title": "Crusoe partnership announcement, October 30, 2025", "url": "https://www.crusoe.ai/resources/newsroom/blue-energy-and-crusoe-partner-to-develop-nuclear-powered-ai-data-center" } ] }, { "id": "abilene-permit-revision-20250122", "project": "Crusoe Stargate Abilene / Longhorn", "project_path": "/facility/crusoe-stargate-abilene/", "event_date": "2025-01-22", "reviewed_at": "2026-10-27", "kind": "Permit revision · retrospective example", "title": "Abilene changes the permitted turbine configuration and hours", "summary": "The 177263 modification review describes fewer turbines and a longer LM2500 permitted-hours envelope. It was received January 11 and approved January 22, 2025; the original application dates to August 15, 2024.", "changes": [ { "field": "LM2500 count", "before": "6", "after": "5" }, { "field": "Titan 350 count", "before": "6", "after": "5" }, { "field": "LM2500 annual permitted hours per turbine", "before": "5,880", "after": "8,760" }, { "field": "LM2500 site rating", "before": "Reduction described; earlier rating not reproduced", "after": "34.1 MW per turbine" }, { "field": "Titan 350 site rating", "before": "Increase described; earlier rating not reproduced", "after": "38 MW per turbine" } ], "meaning": "Use the amended five-plus-five configuration for this permitted cohort: 5 × 34.1 + 5 × 38 = 360.5 MW. Preserve six-plus-six as history rather than adding both versions as separate equipment.", "unknown": "Permitted hours are not actual run hours, and site-rated MW are not metered delivery to computing.", "next": "Match subsequent filings to Abilene DC 1 / Longhorn and keep commissioning evidence separate from authorization.", "sources": [ { "title": "TCEQ 177263 modification technical review", "url": "https://records.tceq.texas.gov/cs/idcplg?IdcService=TCEQ_EXTERNAL_SEARCH_GET_FILE&Rendition=Web&dID=8600163" }, { "title": "Original registration technical review", "url": "https://records.tceq.texas.gov/cs/idcplg?IdcService=TCEQ_EXTERNAL_SEARCH_GET_FILE&Rendition=Web&dID=8143786" } ] } ], "published_events": [ { "date": "2026-10-27", "type": "record_reviewed", "headline": "Checked Shelby County public notices and its October 6, 2026 notice; that notice contains no CTC/xAI update. The published 15-unit, 247.5 MW cohort remains a historical reported configuration; current installed count and delivered power were not established by this check.", "source_url": "https://www.shelbytnhealth.com/DocumentCenter/View/7965", "facility": "xai-colossus-1" }, { "date": "2026-10-27", "type": "record_reviewed", "headline": "Reviewed final MDEQ permit 0680-00119, issued March 11, 2026, and the current registry. The permit lists 41 turbines in three groups (17, 16 and 8). The separate 27-unit, 495 MW cohort comes from a historical court filing; it is not a current full-site operating total.", "source_url": "https://opcgis.deq.state.ms.us/enOnline/get_doc.aspx?dt=finalp&id=1834338", "facility": "xai-colossus-2" }, { "date": "2026-10-27", "type": "record_reviewed", "headline": "Reviewed TCEQ records: original registration 177263 application received August 15, 2024; amendment issued January 22, 2025; Federal Operating Permit O4721 issued January 16, 2026. The 360.5 MW equipment cohort is a permit-based figure, not verified current output. Exact first-power day remains unverified.", "source_url": "https://www.tceq.texas.gov/assets/public/permitting/air/publicnotice/37589sop.pdf", "facility": "crusoe-stargate-abilene" }, { "date": "2026-10-19", "type": "court_order", "headline": "District court Doc 135 allows the United States to intervene but rejects unilateral dismissal of NAACP v. xAI/MZX Tech. The order addresses intervention and dismissal, not whether the defendants violated the Clean Air Act or how many turbines are operating.", "source_url": "https://storage.courtlistener.com/recap/gov.uscourts.msnd.52261/gov.uscourts.msnd.52261.135.0.pdf", "facility": "xai-colossus-2" }, { "date": "2026-05-15", "type": "filing", "headline": "Court record: 57 turbines on site at Southaven vs 41 permitted (consultants' 2026-05-15 inventory, NAACP v. xAI Doc 52)", "source_url": "https://storage.courtlistener.com/recap/gov.uscourts.msnd.52261/gov.uscourts.msnd.52261.52.0_2.pdf", "facility": "xai-colossus-2" }, { "date": "2025-09-30", "type": "operator_report", "headline": "Crusoe reported that the first Abilene phase was running on Oracle Cloud Infrastructure and that its first two buildings had been energized within a year. This establishes operation by the report date, not an exact first day of BTM generation.", "source_url": "https://www.crusoe.ai/resources/newsroom/crusoe-announces-flagship-abilene-data-center-is-live", "facility": "crusoe-stargate-abilene" }, { "date": "2024-08-15", "type": "permit_filed", "headline": "TCEQ original technical review records August 15, 2024 as the project received date for registration 177263. This corrects the legacy August 1 date; January 11, 2025 relates to the later modification application.", "source_url": "https://records.tceq.texas.gov/cs/idcplg?IdcService=TCEQ_EXTERNAL_SEARCH_GET_FILE&Rendition=Web&dID=8143786", "facility": "crusoe-stargate-abilene" } ] }