TVA's August 2025 agreement with Kairos Power buys up to 50 MW from Hermes 2, scheduled for 2030. A PPA is not operating generation. [Kairos Power]
MLGW's July 2025 statement distinguishes a 0.5 MW general service at xAI's Tulane Road site from power for Colossus 2, which MLGW says it is not supplying. [Memphis Light, Gas and Water]
Our analysis: identify the actual serving utility and service agreement for a specific property before assuming capacity.