- Aterio published an analysis of Oracle's 1.3 GW Port Washington data center.
- The analysis is based on regulatory filings reviewed through September 24, 2026.
- Aterio sees a material risk the site misses Oracle's H2 2027 delivery guidance.
- The bottleneck is a high-voltage grid interconnection awaiting regulatory approval.
- Wisconsin regulators started the review process in August after revoking the original application's completeness finding.
- The next milestone is a PSC completeness decision expected around October 19.
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