News

Post Event Report: Metro Connect Fall x Datacloud USA

29 September 2026
2 minutes
Capacity's in-depth report brings together three days of panels, keynotes and closed-door sessions from Austin, covering power, fibre, capital markets and what was said off the record under the Chatham House Rule.
Andy-Lipman-metro-fall
Andy-Lipman-metro-fall

 

 

 

 

Texas dominated the agenda at Metro Connect Fall x Datacloud USA 2026, and for good reason. ERCOT is reviewing roughly 474GW of large-load interconnection requests, data centres account for around 90% of that figure, and a state-ordered audit has paused new approvals while regulators work out how much of that demand is real.

That tension, between AI-driven demand and the grid, workforce and political systems built to support it, ran through every session Capacity covered across four days in Austin: panels, keynotes, a fireside interview and two invitation-only closed-door gatherings.

This report brings that coverage together in one place. Inside: Nvidia’s $500bn push to bridge a 20-year financing gap, a fibre market where permitting has overtaken power as the top constraint, 41 US fibre deals recorded so far in 2026, Andy Lipman’s now-regular flashpoints countdown, and what fibre builders and data centre developers said off the record under the Chatham House Rule.

Download the full report here.

mc-usa

Metro Connect USA 2027

08 February 2027

Metro Connect USA is the largest executive-level digital infrastructure event in the U.S. The only one of its kind, this 25-year-strong gathering is where decision makers come together to make deals happen.