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ARCHIVED RECORDBY FLOW INFORMATION SYSTEMSFJP™ RECORD FJP-NRG-20260925

This is the call as published on Fri, Sep 25, 2026. See today's judgment

JUDGMENT OF RECORD ·

Data centers are being made to buy their own grid capacity. Google's Georgia nuclear deal and California's new laws set a price on connecting.

Georgia Power and Google announced on Sept 24 that Google will fund 96 MW of nuclear uprates at Vogtle and Hatch through a subscription fee on its bill. Georgia Power projects about $900M of lifetime benefit to other customers. The Public Service Commission must approve it.

Governor Newsom signed seven data center bills on Sept 23. SB 1168 makes data centers cover the grid upgrades they require. SB 886 orders a separate rate class for sites of 25 MW or more. Victoria, Australia proposed on Sept 24 that data centers match new demand with new generation.

The layer moving is regulation. Grid access is no longer a queue position. It is a purchase, and buyers who fund generation connect first. The governing signal is Distribution Capture.

CONFIDENCE
Medium
HORIZON
12 to 24 months
VS. PRIOR CALL
New call

WHAT WOULD PROVE THIS WRONG

The Georgia PSC rejects the Google uprate subscription, or the CPUC sets its data center rate class at or below existing large industrial rates by Dec 31, 2027.

SHARE THIS CALLLinkedInPost on X

Seven-signal Blueshift Framework

Each signal is Active or Inactive today. Five or more active confirms a structural shift.

1/7NO SHIFT DETECTED

Interface Shift

INACTIVE

Sept 23 to 25 brought cost allocation laws and a supply deal. No change in how people use energy.

WHAT WOULD CHANGE ITA new way of consuming power, such as flexible load at scale, changing demand patterns.

Cost Collapse

INACTIVE

Google pays a premium fee for 96 MW of uprates. The cost of serving new load is rising, not collapsing.

WHAT WOULD CHANGE ITDelivered cost of new firm power falling about 10x on a three-year view.

Developer Gravity

INACTIVE

No interconnection data this window shows developers moving to a new platform. The deals are bilateral utility contracts.

WHAT WOULD CHANGE ITQueue data showing developers shifting en masse to a new generation or storage model.

Distribution Capture

ACTIVE

Utilities and regulators control grid access and now attach payment terms. California and Victoria both moved within two days.

WHAT WOULD CHANGE ITInterconnection opening up enough that large loads connect without funding new supply.

Profit Migration

INACTIVE

Google pays a premium and other customers get about $900M in projected benefit. No filing shows margin moving to a new layer.

WHAT WOULD CHANGE ITFilings showing utilities or new suppliers earning margins above allowed returns from data center deals.

Incumbent Hesitation

INACTIVE

Georgia Power is adding nuclear capacity and seeking approval. Utilities are building, not pausing.

WHAT WOULD CHANGE ITA major utility deferring its large-load capex plan.

Capital Flood

INACTIVE

No large new power financings found Sept 23 to 25. Google's payment is a fee on its bill, not new capital.

WHAT WOULD CHANGE ITPower project financings clustering faster than contracted demand.
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Sources

  1. Georgia Power, Google announce deal to pay for nuclear upgradesGeorgia Recorder
  2. California governor signs seven-bill package targeting data center energy and water useDatacenterDynamics
  3. Victoria, Australia, proposes rules requiring data centers to secure own renewable energy supplyDatacenterDynamics

This call follows the Flow Judgment Protocol and is scored against the seven-signal Blueshift Framework. It stays at its permanent address, Energy judgment of Fri, Sep 25, 2026, and is scored held or missed on the Energy track record.

WHY THESE CALLS HOLD UP

The seven-signal Blueshift Framework has called the major technology platform shifts of the past 30+ years, from the PC to AI.

Created by veteran analyst and web pioneer Steve Harmon, it tracks seven signals that move before a market does. Every industry call on this page is scored against it. About the book Blueshift

“The pattern Steve describes is recognizable. I have spent fifty years inside it.”
Vint CerfCo-creator of the internet, author of the foreword to Blueshift
“Platform shifts are obvious in hindsight. Blueshift makes them visible in real time.”
Reid HoffmanCo-founder of LinkedIn, author of Superagency
“Platform shifts create trillion-dollar companies. Blueshift shows you how. Read it before your competitors do.”
Steve JurvetsonEarly investor in SpaceX and Tesla
“Steve Harmon has given a step-by-step method for identifying major shifts in markets that can lead to better predictions and better investors.”
Tim DraperEarly investor in Baidu, Coinbase and Robinhood
“Blueshift captures the thesis I have experienced firsthand. I have seen these platform shifts many times.”
Vinod KhoslaCo-founder of Sun Microsystems, early investor in OpenAI
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