AEP says it has 69 GW of contracted load growth through 2030, with hyperscalers and data centers among the customers

On 30 July 2026 American Electric Power said it added 6 GW of signed load agreements in the second quarter, mostly in Texas, bringing contracted load growth through 2030 to 69 GW. It said the customers include hyperscalers, data centers and industrials. A presentation slide splits the 69 GW as 90% data centers, including crypto customers, and 10% industrials, and says AI driven data center demand should be the largest part of retail load growth. GAAP earnings were $713 million against $1,226 million, which AEP ties to a 2025 asset sale and tax timing. We file this because AEP names hyperscalers and AI data center demand in its own words. How we read it: a large utility is turning data center interest into signed agreements, though 69 GW is a 2030 plan. What would change this: agreements that fail to convert, or interconnection delays. Why it matters to you: data center demand, which includes crypto, is being signed up, though ERCOT rests on letters of agreement.