AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance — September 11, 2026

ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days.

In this episode:

Top stories:

1. Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix — Business Wire

https://finviz.com/news/390894/comcast-business-opens-its-last-mile-network-to-partner-platforms-starting-with-equinix

2. PGRR144: New Requirements for Large Loads in ERCOT | EPE — EPE

https://epeconsulting.com/epe-intelligence/news/pgrr144-moves-forward-new-dynamic-modeling-and-validation-requirements-for-large-loads-in-ercot

3. Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer. — U.S. Securities and Exchange Commission

https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm

4. Is the West on the cusp of a transmission breakthrough? — Latitude Media

https://www.latitudemedia.com/news/is-the-west-on-the-cusp-of-a-transmission-breakthrough/

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