PG&E is staying cautious as California’s data center boom shows signs of slowing. (Utility Dive)
The utility’s data center pipeline fell to 9.6 GW, down 400 MW since June, though 18 projects (1.6 GW) have advanced to final engineering.
CEO Patti Poppe said the company remains focused on a “no big bets” strategy—upgrading and hardening existing infrastructure rather than chasing new megaprojects.
PG&E aims to cut customer bills by 1–2% per GW of new load, using revenue from large users to offset its $73B capital plan.