The test. The emphasis is shown overstated only if three conditions hold together, Franklin Farms 1 and 2 in service by 31 December 2028, Waterford 5 in service by 31 December 2029, both within the May 2026 cost estimate, and the monitors showing no further rise by 31 December 2029.
open Open. Waterford 5 is dated for service in 2029.
From The AI Compute Race. Read the book
- Falls due
- Read on
- Entergy’s filings and the U-37425 quarterly monitors
- Chapter
- Chapter 6 — Firm, Around-the-Clock
Where the electricity comes from: grid queues, transformers, turbines and the firm power a datacenter needs every hour of the year, on calendars the buildout does not control.
Filings that bear on it
- Louisiana Public Service Commission, Order in Docket U-37425, 29 August 2025
Louisiana’s utility commission approved a settlement letting Entergy Louisiana build three combined-cycle generators and transmission for Meta’s Richland Parish data center, with conditions on the customer’s minimum monthly charges, parent guaranty and early termination fee, and quarterly progress reports.
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How to cite this page
Dryburgh, Lee S. “Chapter 6, the transformer.” In The AI Compute Race. DRYBURGH. https://dryburgh.com/vol1/tests/2029-11 (accessed 2026-11-01).
BibTeX
@misc{dryburgh-chapter-6-the-transformer-2026,
author = {Dryburgh, Lee S.},
title = {{Chapter 6, the transformer}},
howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
year = {2026},
url = {https://dryburgh.com/vol1/tests/2029-11},
note = {Accessed 2026-11-01}
}