How big is a 100MW data center in practical terms?

A 100MW facility is a very large continuous load, similar to a mid-sized community’s power draw. It typically requires redundant grid feeds, high-capacity transformers, robust cooling, and strong fiber connectivity. For Ontario, integrating that size means careful planning of stations and lines to keep reliability and voltage quality within standards.

What is IESO grid access and why does it matter?

IESO grid access is the process to connect large loads or generation to Ontario’s power system. It includes technical studies, coordination with the transmitter or local utility, and confirmation of capacity. It matters because upgrades, cost sharing, and queue position shape timelines, which directly affect when a project can operate and earn returns.

How could this affect the Lambton 500MW gas project?

A confirmed 100MW customer strengthens the case for nearby firm capacity to ensure reliability. That could support momentum for a Lambton-area 500MW gas project, subject to provincial approvals and contracts. It does not guarantee approval. Investors should watch for formal procurement steps, permit filings, and any capacity agreements tied to dispatchable resources.

What should investors monitor over the next year?

Watch for site control or zoning updates, IESO connection submissions, and municipal site plan activity. Look for utility notices on station upgrades and public consultations. Any request for proposals for firming resources would be a key signal. Local reporting can provide early clues as the Ontario AI data center interest progresses.

Law and Government

Ontario MPP: 100MW AI Data Center Eyes Sarnia-Lambton — February 19

ByHuzaifa Zahoor February 20, 2026February 20, 2026

An Ontario AI data center of at least 100MW is weighing a site in Sarnia-Lambton, according to MPP Bob Bailey. The potential project points to hundreds of millions of dollars in capital and could speed plans for a 500MW natural gas facility at the former Lambton site. For Canadian investors, this signals AI-driven electricity demand is reshaping Ontario’s grid timeline under the IESO. We outline what the load means, who approves what, and the key milestones to watch as the Sarnia-Lambton data center interest moves into due diligence.