DTE Energy's November 2026 EEI investor presentation lists approved data-centre contracts already in its plan of 1.4 GW for Oracle and 1.0 GW for Google, plus a 5–6 GW upside pipeline
DTE Energy, in its November 2026 Form 8-K Ex. 99.1, reported that 1.4 GW for Oracle and 1.0 GW for Google are approved and in its plan. DTE Energy also reported that 5-6 GW of additional pipeline opportunities are upside to its plan.
Verified 2026-11-07
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Named hyperscaler megawatts inside a utility capital plan show AI load is large enough to reshape regulated investment while contract protections aim to shield other customers.
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- While Amazon, Microsoft, Meta, Alphabet and Oracle have all sharply increased AI capital spending, Apple's cash paid for property, plant and equipment in the nine months to 27 June 2026 actually fell, to Apple's nine-month capex of $6.8 billion, down 28% from $9.47 billion a year earlier
- A Brookings Papers draft by Columbia's Stijn Van Nieuwerburgh projects that the US AI build-out of 2025 to 2032 will absorb, every year, 3.63% of GDP, versus 2.24% for the railroads of 1870–1890
- Global private investment in AI reached $344.7 billion in 2025, up 127.5% year-over-year, with generative AI companies alone capturing $170.9 billion of that total
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