PG&E Data Center Demand Pipeline Swells to 10 Gigawatts with Potential to Unlock Billions in Benefits for California
PG&E (NYSE:PCG) announced its data center project pipeline has expanded to 10 gigawatts (GW) of new electricity demand over the next decade, up from 8.7 GW in May and 5.5 GW in February. This capacity could power approximately 7.5 million homes.
The company projects this growth could reduce customer electric bills by over 10% and generate significant economic benefits, including 65,000 permanent jobs and up to $4.75 billion in tax revenues. Of the total pipeline, 1.5 GW from 17 projects are in the final engineering phase, expected to begin operations between 2026-2030.
Additionally, the California Public Utilities Commission (CPUC) approved PG&E's interim Electric Rule 30, allowing large-load customers to fund transmission infrastructure upfront for faster grid connections.
PG&E (NYSE:PCG) ha annunciato che il suo portafoglio di progetti per data center è cresciuto fino a 10 gigawatt (GW) di nuova domanda elettrica nei prossimi dieci anni, rispetto agli 8,7 GW di maggio e ai 5,5 GW di febbraio. Questa capacità potrebbe alimentare circa 7,5 milioni di abitazioni.
L'azienda prevede che questa crescita potrebbe ridurre le bollette elettriche dei clienti di oltre il 10% e generare significativi benefici economici, inclusi 65.000 posti di lavoro permanenti e fino a 4,75 miliardi di dollari in entrate fiscali. Del totale del portafoglio, 1,5 GW provenienti da 17 progetti sono nella fase finale di ingegneria, con operazioni previste tra il 2026 e il 2030.
Inoltre, la California Public Utilities Commission (CPUC) ha approvato la Regola Elettrica 30 provvisoria di PG&E, che consente ai clienti con carichi elevati di finanziare anticipatamente le infrastrutture di trasmissione per connessioni più rapide alla rete.
PG&E (NYSE:PCG) anunció que su cartera de proyectos de centros de datos ha aumentado a 10 gigavatios (GW) de nueva demanda eléctrica en la próxima década, desde 8.7 GW en mayo y 5.5 GW en febrero. Esta capacidad podría abastecer aproximadamente a 7.5 millones de hogares.
La compañía proyecta que este crecimiento podría reducir las facturas eléctricas de los clientes en más del 10% y generar beneficios económicos significativos, incluyendo 65,000 empleos permanentes y hasta 4.75 mil millones de dólares en ingresos fiscales. Del total de la cartera, 1.5 GW provenientes de 17 proyectos están en la fase final de ingeniería, con operaciones previstas entre 2026 y 2030.
Además, la Comisión de Servicios Públicos de California (CPUC) aprobó la Regla Eléctrica 30 provisional de PG&E, que permite a los clientes de alta demanda financiar por adelantado la infraestructura de transmisión para conexiones más rápidas a la red.
PG&E (NYSE:PCG)는 향후 10년간 새로운 전력 수요가 10기가와트(GW)로 확대되었다고 발표했으며, 이는 5월의 8.7GW와 2월의 5.5GW에서 증가한 수치입니다. 이 용량은 약 750만 가구에 전력을 공급할 수 있습니다.
회사는 이 성장이 고객 전기 요금을 10% 이상 절감하고, 65,000개의 영구 일자리와 최대 47억 5천만 달러의 세수 등 상당한 경제적 이익을 창출할 것으로 예상합니다. 전체 프로젝트 중 1.5GW는 17개 프로젝트에서 최종 엔지니어링 단계에 있으며, 2026년부터 2030년 사이에 운영을 시작할 예정입니다.
또한, 캘리포니아 공공유틸리티위원회(CPUC)는 대규모 부하 고객이 더 빠른 그리드 연결을 위해 송전 인프라를 선투자할 수 있도록 하는 PG&E의 임시 전기 규칙 30을 승인했습니다.
PG&E (NYSE:PCG) a annoncé que son portefeuille de projets de centres de données a augmenté à 10 gigawatts (GW) de nouvelle demande électrique au cours de la prochaine décennie, contre 8,7 GW en mai et 5,5 GW en février. Cette capacité pourrait alimenter environ 7,5 millions de foyers.
L'entreprise prévoit que cette croissance pourrait réduire les factures d'électricité des clients de plus de 10% et générer des avantages économiques significatifs, notamment 65 000 emplois permanents et jusqu'à 4,75 milliards de dollars de recettes fiscales. Sur l'ensemble du portefeuille, 1,5 GW issus de 17 projets sont en phase finale d'ingénierie, avec une mise en service prévue entre 2026 et 2030.
De plus, la California Public Utilities Commission (CPUC) a approuvé la règle électrique provisoire 30 de PG&E, permettant aux clients à forte consommation de financer en avance les infrastructures de transmission pour des connexions réseau plus rapides.
PG&E (NYSE:PCG) gab bekannt, dass die Projektpipeline für Rechenzentren in den nächsten zehn Jahren auf 10 Gigawatt (GW) neue Stromnachfrage angewachsen ist, gegenüber 8,7 GW im Mai und 5,5 GW im Februar. Diese Kapazität könnte etwa 7,5 Millionen Haushalte mit Strom versorgen.
Das Unternehmen prognostiziert, dass dieses Wachstum die Stromrechnungen der Kunden um über 10% senken und erhebliche wirtschaftliche Vorteile schaffen könnte, darunter 65.000 dauerhafte Arbeitsplätze und bis zu 4,75 Milliarden US-Dollar an Steuereinnahmen. Von der gesamten Pipeline befinden sich 1,5 GW aus 17 Projekten in der finalen Planungsphase, mit Betriebsbeginn zwischen 2026 und 2030.
Darüber hinaus hat die California Public Utilities Commission (CPUC) die vorläufige Elektrizitätsregel 30 von PG&E genehmigt, die es Großkunden ermöglicht, Übertragungsinfrastruktur im Voraus zu finanzieren, um schnellere Netzanschlüsse zu ermöglichen.
- None.
- Current grid utilization rate is only 45% on average
- Significant infrastructure investment needed to support the increased demand
Insights
PG&E's data center pipeline growth to 10GW could reduce customer bills by 10% while generating billions in economic benefits.
PG&E's announcement of a 10 gigawatt data center demand pipeline represents a remarkable 82% increase from the 5.5GW reported just five months ago in February. This extraordinary growth trajectory showcases the accelerating AI-driven data center boom sweeping across PG&E's Northern California territory.
The most significant aspect of this development is the potential for 10% lower electric bills for all PG&E customers through increased grid utilization. Currently, PG&E's infrastructure operates at only 45% capacity on average. By spreading fixed costs across substantially higher energy usage, the utility can improve operational efficiency while delivering customer savings.
The CPUC's approval of the interim Rule 30 implementation represents a critical regulatory breakthrough. This mechanism allows data center developers to fund transmission infrastructure upgrades upfront in exchange for expedited grid connections – essential in an industry where time-to-market is a competitive advantage. This approach effectively transfers financial timing risk from ratepayers to developers while accelerating economic benefits.
Looking at the execution timeline, 1.5GW from 17 projects are already in final engineering phases, with operations expected between 2026-2030. This near-term pipeline validation increases confidence in PG&E's ability to execute on the full 10GW projection. The geographic diversity of these projects across the Bay Area, Central Valley, and Sacramento regions demonstrates expanding data center interest beyond traditional Silicon Valley locations, likely driven by land availability and potentially favorable local incentives.
The projected economic multiplier effects – including 50,000 construction jobs, 5,000 permanent tech positions, and billions in tax revenue – represent substantial economic development opportunities for California communities still recovering from pandemic-related disruptions.
CPUC Approves Interim Rule for PG&E to Accelerate Grid Connections for Large Loads
The 10 GW in PG&E's data center project pipeline reflects a significant increase from the 8.7 GW of data center demand PG&E reported in May and the 5.5 GW the company reported in February.
This milestone includes the results of PG&E's April 2025 study of data center applications from across its 70,000 square mile service area.
"Data centers are powering more than just the digital world—they're helping power
Delivering Benefits for Customers and Communities
PG&E estimates the 10 GW of anticipated data center load growth could lead to:
- Lower customer electric bills by
10% or more by spreading fixed costs across more energy usage1 - Create 50,000 construction jobs and 115,000 associated support jobs
- Add 5,000 permanent tech jobs and 28,500 permanent support roles
- Generate
$1.25 $1.75 billion - Contribute
$2.5 $3 billion
Of the 10 GW, 17 data center projects totaling approximately 1.5 GW are in the final engineering phase (the last step before project construction starts) and projected to begin operations between 2026 and 2030. Most of these are in
Growth in data center demand is good news for all PG&E customers. PG&E estimates for every 1,000 MW (or 1 GW) of new electric demand from data centers it serves, PG&E electric customers may save between 1
New energy demand from data centers allows PG&E to utilize more of its existing power infrastructure. Today, PG&E's grid is
CPUC Approves Interim Implementation of PG&E's Rule 30 Large Load Proposal
In addition to data centers, PG&E is getting more applications to power large, new loads including from warehouses, electric vehicle fleets and manufacturing growth. To support this surge in large-load interconnection requests the California Public Utilities Commission (CPUC) has approved PG&E's proposal for interim implementation of Electric Rule 30.
Rule 30 provides a streamlined, transparent, and equitable pathway for transmission-level retail electric service. Under the interim rule, applicants who agree to fund necessary transmission infrastructure upfront can benefit from accelerated grid connections.
"Our large-load customers have asked for the ability to fund their projects upfront, which helps us serve them faster," Medeiros said. "We greatly appreciate the Commission's decision to implement an interim approach while the permanent process is finalized. This is a great step forward and solid recognition of the importance of Rule 30."
PG&E is committed to working with regulators, developers, and communities to ensure this growth is sustainable and beneficial for all Californians.
About PG&E
Pacific Gas and Electric Company, a subsidiary of PG&E Corporation (NYSE: PCG), is a combined natural gas and electric utility serving more than sixteen million people across 70,000 square miles in Northern and
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1 Actual results could differ materially from this forecast depending on interconnection costs, the amount of power used by customers, the price of power, and the amount of cost recovery approved in ratemaking proceedings. Assumes additional power supply costs from serving new data center load are not borne by other customers. |
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SOURCE Pacific Gas and Electric Company
FAQ
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