PPL Electric Reports 31.8 GW In A.I. Data Center Demand Pipeline, Including 11 GW Under Signed Agreements; Its Joint Venture With Blackstone Has Secured Sites To Build Up To 14 GW Of Generation In PA

As part of its second quarter earnings report on August 7, PPL Corporation reported PPL Electric Utilities' data center pipeline grew to 31.8 gigawatts in advanced stages of planning in the second quarter, with over 11 GW under signed electric service agreements and more than 6.5 GW under construction.

In May, PPL reported it had 28.3 GW in advanced stage data center pipeline in its first quarter earnings report.  Read more here.

It also reported Invitium Energy, LLC, its 51% joint venture with Blackstone Infrastructure to build and operate generation resources to directly support data centers in Pennsylvania, has secured land sites capable of supporting 8 GW to 14 GW of new generation capacity, depending on the type of generation resources built, and it continues to develop and build its inventory of viable generation sites.

PJM has also accepted more than 5 GW of Invitium Energy generation interconnection requests, and the joint venture has secured reservation agreements for more than 5 GW of combined-cycle gas turbines.

The 5 GW of gas turbine capacity represents $12.5 billion to $15.0 billion of potential future investment opportunities at the joint-venture level through 2032. 

PPL said Invitium Energy will not begin construction or make material financial commitments until it has signed energy supply services agreements with appropriate risk profiles or cost reimbursement agreements are in place. 

Based on progress to date, PPL expects to have one or more commercial agreements by the end of 2026.

PPL said it does not expect the earnings contributions from the joint venture to be material through 2030 but said batteries or other shorter-lead-time technologies could begin contributing earnings in 2029 or 2030, potentially enhancing PPL's projected earnings-per-share growth rate above the top end of the company's 6% to 8% range.

The company would expect more meaningful earnings and cash flows when the combined-cycle gas turbines come online, which could be as early as the 2031 to 2032 timeframe.

Invitium Energy operates separately from PPL Electric Utilities, and PPL Electric Utilities customers are not funding these activities.

PPL's business plan does not include any earnings contributions or capital investments related to Invitium Energy, LLC.

Click Here for a copy of PPL Corporation's announcement.

Related Articles This Week:

-- PJM Accepts 715 Projects With 201.4 GW Of New Electric Generation For 1 to 2-Year Review; 39.8 GW Of Projects In PA; PJM Also Accepting State Identified Projects For Expedited Process  [PaEN]

-- Environmental Health Project: Resources For Communities Concerned About Health Impacts Of A.I. Data Centers  [PaEN] 

-- PJM Issues Hot Weather Alert Aug. 9 - 11 For Mid-Atlantic - Including PA - Southern Regions Of Service Area  [PaEN] 

NewsClips:

-- Morning Call: Electricity Prices In PA Will Continue To Rise Through 2030 As PJM Regional Grid Strains To Meet Increased Demand From A.I. Data Centers 

-- TribLive Guest Essay: PA Can’t Let A.I. Data Centers Write Their Own Rules - By Dana Kuhnline, ReImagine Appalachia  

-- PennFuture Blog: Bring Your Own Generation Isn’t The Solution - Homer City 3,200 Acre A.I. Data Center Case Study - Bring Your Own CLEAN Energy Is 

-- PA Capital-Star/Inside Climate News: A.I. Data Centers - Coming To Some Of Pennsylvania’s Most Picturesque Places 

-- WVIA: Wildcat Ridge A.I. Data Center Developer Wants 6 of 7 Archbald Boro Council Members To Recuse Themselves From Voting On Their Proposal; Air Quality In Focus Again 

-- PennLive - Charles Thompson: A.I. Data Center Developer Had A More Than A Year’s Headstart With Township Officials On Looking At Monroe Twp., Cumberland County For Data Center Project Before Public Knew

-- Ohio River Valley Institute: Jobs, Wages Falling Behind In PA's Fracking Counties; New Data Center, Natural Gas Development Will Fail To Deliver Long-Term Economic Growth, Report Suggests 

-- Utility Dive: Facing 374 GW Of Grid Connection Requests, Texas Governor Hits Brakes On Data Centers Saying Development ‘Could Endanger The Reliability And Stability Of The Texas Electric Grid’ 

-- Utility Dive: Texas Governor’s Pause On A.I. Data Center Grid Connections Puts 20% Of US Data Center Proposals At Risk

[Posted: August 8, 2026]  PA Environment Digest