On October 9, 2026, Entergy, a major power company in Mississippi, warned Amazon that its data centers could be disconnected from the public grid during periods of peak electricity demand. The warning, described as unprecedented, highlights the strain that rapid growth in AI and cloud computing is placing on existing power infrastructure.
AWS is reportedly developing Project Falcon, a system that would allow Entergy to switch the data centers to backup power automatically.
Amazon is investing heavily in AI, including issuing 10-, 30- and 100-year bonds to fund its expansion. BNP Paribas forecast AWS revenue growth of 43% to 45%.
The power-supply warning raises questions about operational risks and unexpected costs tied to the infrastructure needed to support that growth. Those concerns come amid projections of negative free cash flow. Available sources showed no clear, immediate, widely reported impact on Amazon’s stock price on October 9, 2026.