Utility agreements and large-load tariffs are helping data-center developers secure power across SPP. Developments span Kansas City, Oklahoma, the Texas–New Mexico Panhandle and northwest Louisiana. Utilities are setting long-term service terms with customers and planning the generation needed to supply them.

Public project plans and SPP studies indicate around 13.5 GW of data-center campus capacity connected or seeking connection to SPP, including later campus phases. Some campuses combine utility supply with on-site generation. Google, IREN, Beale, STACK, Core Scientific and Nebius account for about two-thirds of that capacity.

SPP’s installed data-center market remains smaller than PJM or ERCOT. At the end of 2025, FERC staff estimated 15.9 GW of installed data-center capacity in PJM and 10.1 GW in ERCOT, with SPP below both. Further development depends on utilities securing customer payments for connections and new supply.

Key takeaways

• Google leads on disclosed data center capacity. Google accounts for about 13% of the estimated capacity. IREN, Beale, STACK, Core Scientific and Nebius bring the combined share to about two-thirds.
• Evergy’s approved tariffs have helped attract data centers. The utility says the tariffs were integral to announced projects. Signed service agreements now cover approximately 2.6 GW of projected peak steady-state demand.
• Google has agreed to fund connections and generation in Oklahoma. Its service agreements with OG&E cover campuses in Stillwater and Muskogee and require commission approval. OG&E has also proposed a large-load tariff for future customers.
• Xcel is seeking new generation to serve regional growth. Its proposed portfolio would add 3,928 MW across Texas and New Mexico by 2030. Xcel has filed a Texas large-load tariff and plans a New Mexico filing to assign service costs to new customers, subject to approval.

Who is developing data centers in SPP?

SPP is attracting hyperscalers, AI-cloud operators and developers building campuses for tenants. Google and Meta operate their own campuses, while IREN and Nebius sell computing capacity. Infrastructure developers also bring large customers into the region: STACK is developing Amazon’s campuses in northwest Louisiana, where Amazon says it will fund the energy infrastructure and grid upgrades needed to serve them.