{"slug": "pg-es-data-center-pipeline-more-than-doubles-in-second-quarter", "title": "PG&E’s data center pipeline more than doubles in second quarter", "summary": "PG&E Corp reported a 7.6-gigawatt increase in its data center pipeline during the second quarter, reaching 12.7 gigawatts at the end of June, up from 5.1 gigawatts in March, as the artificial intelligence build-out gains momentum. The utility now has 26 projects totaling 8.2 gigawatts that have applied and paid initial fees, but only four projects making up 490 megawatts have actual interconnection construction agreements.", "body_md": "**Getting your**\n\n[Trinity Audio](//trinityaudio.ai)player ready...**By Emily Forgash, Bloomberg**\n\n[PG&E Corp](/tag/pg&E/). reported a 7.6-gigawatt increase in its [data center](/tag/data/) pipeline during the second quarter as the artificial intelligence build-out gains momentum.\n\nThe California utility’s 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’t be limited to the states that have dominated AI infrastructure thus far, including Virginia and Texas.\n\n**RELATED: PG&E doubles size of San Jose substation, plans further expansion**\n\nThe 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.\n\nThe 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.\n\nLike many US utilities, PG&E has said it’s working to lower customers’ 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’ electricity bills by 1% or more. But those results can “differ materially” depending on the pricing and rate design for large electricity users, the company said, an issue utilities and regulators are still working to determine.\n\nPG&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’ estimates.\n\nMore stories like this are available on [bloomberg.com](https://www.bloomberg.com)\n\n©2026 Bloomberg L.P.", "url": "https://wpnews.pro/news/pg-es-data-center-pipeline-more-than-doubles-in-second-quarter", "canonical_source": "https://www.mercurynews.com/2026/07/23/pgs-data-center-pipeline-more-than-doubles-in-second-quarter/", "published_at": "2026-07-23 16:45:36+00:00", "updated_at": "2026-07-23 17:25:23.119584+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-policy"], "entities": ["PG&E Corp", "Bloomberg"], "alternates": {"html": "https://wpnews.pro/news/pg-es-data-center-pipeline-more-than-doubles-in-second-quarter", "markdown": "https://wpnews.pro/news/pg-es-data-center-pipeline-more-than-doubles-in-second-quarter.md", "text": "https://wpnews.pro/news/pg-es-data-center-pipeline-more-than-doubles-in-second-quarter.txt", "jsonld": "https://wpnews.pro/news/pg-es-data-center-pipeline-more-than-doubles-in-second-quarter.jsonld"}}