The xAI Files · The recordsRachelandthecityPosted September 2026

The records · the MLGW essay

Every record behind the MLGW essay

These are the records the essay on what MLGW's Doug McGowen told the Memphis City Council on September 1st, 2026 is built on. The main record is the council's own recording, linked below with the timestamps. TVA's board records are hosted here exactly as TVA published them. News stories are linked to the outlet that owns them. Every number in the essay is either something he said on that recording or something in one of these documents.

The pages that matter, marked up

Each one outlines the passage the essay relies on. Tap to open the full page.

TVA board resolution, November 7, 2024: 150 MW for the new MLGW customer, contingent on demand response terms TVA board resolution, February 11, 2026: an expansion greater than 100 MW for an unnamed MLGW customer, on a confidential memorandum TVA board, August 20, 2026: the Capacity Commitment Charge, $1.521 million per MW TVA board, August 20, 2026: load approved before June 1, 2026 counts as existing and is exempt from the charge TVA board, August 20, 2026: without the charge, about a 2 percent rate increase to all ratepayers for every 1,000 MW of data center load TVA board resolution, August 20, 2026: a new directly served customer over 100 MW, initial power as early as November 2026 Shelby County Commission resolution, 2025: asking TVA, the City and MLGW for an update by June 1, 2025 on connecting xAI to the grid

The full records

Memphis City Council · the recording

Planning and Zoning Committee, September 1st, 2026, the council's own stream

MLGW President and CEO Doug McGowen speaks from about 5:29:30 to 5:51:10 into the stream, at Councilman Ford's request. Council attorney Allan Wade at 5:54:03. Every quote in the essay is from this recording.

McGowen, from 5:29:30Wade, at 5:54:03The whole meeting

TVA Board of Directors · November 7, 2024

Resolution and memorandum, Exhibit 11/07/24G: 150 MW of firm power for CTC Property LLC (xAI)

The board's approval of the first 150 megawatts for the MLGW customer at the former Electrolux site, "contingent on the new customer's agreement to certain demand response terms." The memo behind it describes the site in August 2024 as running on "limited MLGW power and xAI gas turbines." Three pages, as TVA published them.

Resolution and memo (PDF)

TVA Board of Directors · February 11, 2026

Resolution, power availability: an expansion greater than 100 MW for an MLGW end-use customer

One page. It approves "the power arrangement described in the Confidential Memorandum" of January 26, 2026, Exhibit 02/11/26E, and does not name the customer. That memorandum is requested under FOIA FR_0253_26.

Resolution (PDF)

TVA Board of Directors · August 20, 2026

Resolution and memorandum, Exhibit 08/20/2026L: the data center rate class and the Capacity Commitment Charge

Nineteen pages. The new Large Data Service Rates, the Capacity Commitment Charge of $1.521 million per MW for the first cohort, the "Existing" load cutoffs of June 1, 2026 and October 1, 2026, the end of manufacturing-rate eligibility for data centers, and TVA's own estimate of "an approximate 2% non-fuel rate increase to all ratepayers" for every 1,000 MW of data center load without the charge. Effective on wholesale meter readings from October 2, 2026.

Resolution and memo (PDF)

TVA Board of Directors · August 20, 2026

Resolution, power availability: a new directly served customer greater than 100 MW

One page. A customer TVA will serve directly, with no distributor in between, "taking initial power as early as November 2026," on a confidential memorandum of July 22, 2026, Exhibit 08/20/2026P. The customer is not named. The same day the Daily Memphian reported that SpaceX's AI division had asked TVA to supply the Colossus II campus directly; the two are not tied together by any record here.

Resolution (PDF)

Shelby County Board of Commissioners · 2025

Resolution requesting a status update from TVA and MLGW on connecting xAI to the grid

Sponsored by Commissioner Erika Sugarmon. It asks TVA, the City of Memphis and MLGW for an update by June 1, 2025 on "the remaining steps and time necessary to connect xAI to the local utility grid, thus ending all need for temporary gas turbines." Passed 8 to 1 on May 5, 2025. A request, not an order.

Resolution (PDF)

MLGW · the August 22, 2026 storm

Bow Echo Storm Restoration Updates, August 23 to 28, 2026

MLGW's own notices: a bow echo with straight-line winds of more than 70 mph, more than 140,000 customers affected, more than a quarter of everyone MLGW serves, and full restoration by August 28. No notice mentions xAI or data centers.

August 23 updateAugust 27 updateRestoration complete, August 28Fox13, August 22

My records requests

Four to MLGW, two to TVA, all still open

Filed July 22 to 29, 2026: MLGW's correspondence and billing, the interconnection and export configuration, the water contracts and consumption, and how signature authority is verified. Each drew a holding reply and no records. The TVA request for the Colossus power contract and the confidential memoranda is due about October 1. Dates and status for every request are on the board.

The records section of the board

Think I got something wrong? Check the records, then tell me. That's the whole point.