The Threshold Report
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Issue #23 · September 22, 2026

Upcoming

Announced or reported, but not yet real or available.

AgentsSep 15

Google opens early access to Home agent controls

Waiting on: Availability - Home MCP is limited to approved early-access users with a Google Home Premium Advanced subscription plus Google Cloud and OAuth setup.

Compute & InfraSep 17

Aligned starts planned 2GW Pennsylvania data center campus

Waiting on: Construction - Project Phoenix has broken ground, but its three planned facilities are not operational.

Compute & InfraSep 21

Nabiax starts construction on 100 MW Madrid data center

Waiting on: Construction completion - Work has begun, and Nabiax plans to add up to 100 MW of IT capacity in stages through 2029.

Compute & InfraSep 21

Amazon signs for up to $8 billion in Generac generators

Waiting on: Generator deliveries - Generac has signed the agreement, with about $2.4 billion in initial deliveries scheduled during its first two years.