Overview
- NB Power confirmed it has logged 10 separate data‑centre applications that could require as much as 900 megawatts of capacity, raising questions about whether the province can supply that much electricity.
- EverWind announced a proposed $10 billion campus at Point Tupper with Anthropic signing a long‑term lease and an initial phase of about 95 megawatts planned to start construction in late 2027.
- Analysts including Goldman Sachs warn that delays building transmission, generation and backup capacity mean only roughly half of planned data‑centre capacity may be powered and built on the near‑term schedule.
- President Donald Trump urged operators to generate their own power and to pay host communities a financial 'dividend' as a way to win local approval for large AI facilities.
- Municipalities and some provinces are tightening reviews, considering moratoria or higher charges while industry groups call for site‑level transparency on water use, grid plans and binding commitments so communities see clear local benefits.