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Professional Briefing

💼Professional Briefing - Sunday, June 7, 2026

Good morning. Here's your industry read.

⚡Energy & Compliance

📋Building Performance Standards

  • Washington CBPS Tier 2 EMP/O&M plan deadline - Wednesday, July 1 (24 days out). Tier 2 buildings (multifamily 20,000+ sq ft and other types in the Tier 2 range) need an Energy Management Plan and O&M program operational by that date. Full Tier 2 compliance filing not until July 1, 2027 - what's due in 24 days is the documentation deliverable, not the EUI target. Tier 2 Early Adopter Incentive: $0.30/sq ft base, up to $0.75/sq ft enhanced. Tier 1 (220,000+ sq ft) has been in effect since June 1.
  • Oregon ODOE Early Compliance Round 2 - applications due 5:00 PM PT Friday, July 10 (33 days out). $14M total round, up to $0.85/sq ft for Tier 1 and $0.35/sq ft for Tier 2, per-building caps $10,000–$50,000 by building type. Second office-hours webinar Wednesday, June 24 at 1:00 PM PT (17 days out). Earliest Oregon BPS compliance is still 2028 - Round 2 is incentive money for early planning.
  • Philadelphia Tier 1 - in effect since June 1. First compliance year for 220,000+ sq ft.
  • Colorado annual benchmarking window - opens July 1, closes November 1. Reporting still required despite the 2026 interim performance waiver.
  • Idaho - Still on 2018 IECC with state amendments (the 2020-edition rules took effect April 3 and don't change that core). No state BPS. Idaho is preparing to review the 2024 IECC for potential future incorporation, but no action this session.

Facilities Dive's running 2026 map still tracks 40+ cities with active BPS programs alongside the active state-level standards.

🔌Utilities & Programs

Idaho Power PCA - in effect since June 1. Case IPC-E-26-10, $51.56M / 3.02% average increase; combined with the FCA the typical 900 kWh residential bill moved ~$3.64 (3.15%). No new IPUC final order posted yet - rates take effect on schedule; any later commission action applies retroactively. Stacks on the 9.74% Idaho Power general rate increase in effect since January.

Avista 7.4% Idaho electric increase - in effect since May 1. $25.2M total revenue increase; residential 939 kWh bill moved $115.54 → $124.44 (+$8.90/mo). August 2025 base-rate settlement layers in another 4.5% (~$14.7M) effective September 1, 2026 - that increment is visible on the 2026 trajectory.

Avista–Ford Hydro PPA - IPUC Order No. 37009 review continues. PPA replaces the existing agreement expiring June 30, 2026 with a new three-year term (July 1, 2026 through June 30, 2029). Modified-procedure track.

Idaho Power Hemingway battery expansion (50 MW addition to the existing 116 MW site near Melba) - PUC staff recommended approval, citing cost-effectiveness for the 2026 capacity shortfall. Staff urged rejection of the parallel proposed 50-MW Boise Bench expansion over tariff-driven cost risk. No final order yet.

Northern Lights Inc. Wildfire Mitigation Plan - IPUC Case C10-E-26-01 comments still open (opened May 4). Rural electric co-op covering Bonner, Boundary, Kootenai, Pend Oreille counties.

NEEA Q2 Board Meeting - Helena, MT, June 23–24 (16 days out). Hybrid; public attendance welcome. Market-transformation deck updates from Q2 typically land at this meeting.

🏛️Idaho Energy Policy

Lex Portneuf data center - APPEAL FILED Monday, June 1. Attorney Jon Stenquist of Parsons, Behle & Latimer filed on behalf of Lex Developments LLC. Three grounds: (1) no conditional-use permit should have been required, with the firm arguing data centers fall under "unlisted uses" needing only planning-director review, not a public hearing; (2) the Hearing Examiner's denial was "arbitrary and capricious" and driven by political pressure rather than code compliance; (3) economic injustice in being forced into costly studies with no approval guarantee, when conditional approval pending studies is the standard for industrial projects. Pocatello City Council will hear the appeal on the existing record - no new public comment will be accepted - and will issue its decision the same evening. Hearing date not yet on the public calendar. Watch Idaho State Journal and East Idaho News for the council agenda placement.

Ada County zoning rewrite - BOCC date still not on the public calendar. P&Z recommended approval on May 22 of the comprehensive zoning rewrite, including the solar-farm amendment that "strongly discourages" rather than prohibits solar on prime farmland. BOCC has separately moved the noticing radius from a half-mile to a full mile (P&Z had recommended two miles) and made P&Z the final decision-maker on solar-farm applications. This continues to be the inflection point for any Ada County prime-farmland solar site under control.

HB 911 (Electricity, New Large Loads) - fully in effect. IPUC approval is the regulatory gate for new electrical loads of 50 MW+ at a single service entrance. HB 756 would push the cost-allocation question further (any new customer needing 20 MW+ funds its own infrastructure outright). Still in committee.

Idaho net-metering - Use post-September 2025 rates (the IPUC order cut Idaho Power residential solar export rates ~31%) for any 2026–2027 residential PV modeling. PUC has frozen solar export credit rates through 2028.

🎓Industry Events

  • ASHRAE Idaho June Chapter Meeting - Wednesday, June 10 (3 days out), 11:30 AM–1:00 PM MDT, U of I Water Center (322 E Front St, Boise). Registration via the chapter site.
  • NEEA Q2 Board Meeting - June 23–24 (16 days out), Helena, MT. Hybrid; public attendance welcome.
  • ODOE Early Compliance Round 2 office hours - Wednesday, June 24 (17 days out), 1:00 PM PT.
  • ASHRAE Annual Conference - June 27–July 1 (20 days out), JW Marriott Austin, TX. Eight technical tracks; this year's program leans heavily into AI in building management, decarbonization, and retrofit-for-resilience (incoming President Sarah Maston's theme). Member rates start $885 in-person.
  • Washington CBPS Tier 2 EMP/O&M plan deadline - Wednesday, July 1 (24 days out).
  • ODOE Early Compliance application deadline - Friday, July 10 (33 days out), 5:00 PM PT.

💼Professional & Networking

The Boise calendar is light through the early part of the week - most of the calendared activity stacks late in the week and into the following one.

  • Business Networking 1-Day Workshop - Thursday, June 11 (4 days out), Boise. Tactical workshop on building professional relationships face-to-face and online. Eventbrite.
  • ULI Idaho - Tuesday, June 16 (9 days out), 12:30–1:30 PM. Title not public without member login; details at idaho.uli.org/events.
  • Boise Metro Chamber / BYP - calendar at web.boisechamber.org/events. Business After Hours is the monthly anchor.
  • Boise Leaders Networking Group - weekly noon luncheon. boisenetworking.com.
  • Network After Work Boise - meetup.com/network-after-work-boise.

🤖AI Brief

Compute is the constraint, and SpaceX is selling it. In ten days SpaceX has booked two AI hyperscaler deals worth roughly $74 billion across their full terms: Anthropic locking in all of Colossus 1 (300 MW / 220,000+ GPUs, $1.25B/month through May 2029) on May 6, then Google paying $920M/month for ~110,000 GPUs from October 2026 through June 2029, disclosed June 5 in the amended S-1. Both have 90-day mutual termination after December 31, 2026 - Musk's quote on the Anthropic deal was that the agreement is short-term "because we might need the compute back," which is the same option Google now has. SpaceX prices its IPO Thursday, June 11 at the targeted $1.75T valuation under SPCX (Morningstar values it at ~$780B, about 55% below). First trade Friday, June 12. WWDC tomorrow morning is the AI question of the week on the consumer side: Gemini-powered Siri with Apple Private Cloud Compute orchestration, rebuilt standalone Siri app with Dynamic Island integration, third-party model swap, iOS 27 / macOS 27 / refined Liquid Glass. Bloomberg's reporting pegs Apple's payment to Google at roughly $1B/year for a custom ~1.2T-parameter Gemini model.

🔧Tools & Models

  • Apple WWDC 2026 - keynote Monday, June 8, 10:00 AM PT. The reveal everyone is watching is the Siri overhaul: Gemini cloud model + Apple on-device models, personal-context access (mail, photos, files), on-screen awareness, deeper cross-app actions, standalone Siri app, system-wide "Search or Ask" gesture, Dynamic Island integration. Also announced: iOS 27 / iPadOS 27 / macOS 27 / tvOS 27 / watchOS 27 / visionOS 27, refined Liquid Glass design language. Apple is reportedly paying Google ~$1B/year for the custom Gemini model.
  • Microsoft Build deliverables (now five days post-keynote) - MAI-Code-1-Flash is live in VS Code across every Copilot tier (Free / Pro / Pro+ / Max). Project Polaris remains the GPT-4 Turbo replacement in GitHub Copilot for August GA. Windows Agent Framework 1.0 (MIT-licensed) and Windows Agent Runtime preview are out. Worth running the A/B against Claude Haiku 4.5 this week if you haven't.
  • MCP 2026-07-28 release candidate is published. Stateless protocol core, first-class Extensions framework, Tasks, MCP Apps, authorization hardening, formal deprecation policy. Streamable HTTP transport now requires Mcp-Method and Mcp-Name headers (so gateways and rate-limiters can route without inspecting bodies). List and resource-read results carry ttlMs and cacheScope, modeled on HTTP Cache-Control. Final spec ships July 28. If you're running MCP in any production posture, the time to read the RC and plan client/server updates is now.
  • Anthropic Claude Opus 4.8 remains the default for new API work since May 28. $5/$25 per million tokens, fast mode ~3× cheaper than 4.7's fast mode at ~2.5× the speed.
  • Anthropic Mythos - funding announcement reiterated "wide release in the coming weeks." Best read remains late June through August.

📈Business & Market

  • Google–SpaceX compute deal - disclosed Friday, June 5. $920M/month from October 2026 through June 2029 (~$29.4B). ~110,000 NVIDIA GPUs at xAI's Colossus data centers, plus CPUs / memory / related components. Reduced fees during ramp through September. One-month grace period; Google can terminate or accept pro-rata reduction if SpaceX misses the September 30, 2026 delivery target. Both parties can terminate with 90 days' notice after December 31, 2026. Google cited "unexpected demand for its recently launched AI products" - even the largest internal AI compute owner is buying outside capacity to meet 2026 demand.
  • xAI–SpaceX combined entity IPO - pricing Thursday, June 11. Targeted $1.75T valuation, ~$75B raised, fixed price $135/share, first trade Friday June 12 on Nasdaq under SPCX. Morningstar pegs fair value at $780B (~55% below the ask), citing xAI losses. The merger itself valued the combined entity at $1.25T back in February; the IPO ask is the +40% step-up.
  • Anthropic confidential S-1 (filed June 1) sits behind the IPO pipeline. Public S-1 reveal happens after SEC review. $47B revenue run rate; $965B private valuation from the Series H.
  • Cerebras IPO'd May 14 at a $95B market cap - provides a fresh comparison reference for the SpaceX pricing this week.
  • OpenAI S-1 expected H2 2026 at ~$1T. Anthropic moving first is the strategic signal here.

💡Worth Knowing

  • Anthropic credit-metering for third-party agent harnesses - 8 days out (Sunday, June 15). Pro $20/mo, Max 5× $100/mo, Max 20× $200/mo in credits for outside-Claude usage. Inside Claude (Code, Desktop, web) unchanged. If you're running production against a Pro/Max plan via an outside harness, model the cap this week or move to API billing.
  • Claude 4 API deprecation - 8 days out (Sunday, June 15). Sonnet 4 and Opus 4 retire from the API. Audit pinned model IDs. The upgrade path is 4 → 4.8 directly if you haven't moved. Tokenization can shift token counts up to ~35%, so budget the change.
  • WWDC tomorrow - block 10:00 AM PT. The Gemini-in-Siri partnership becomes the consumer-default LLM relationship for the next 12 months if Apple ships what's been reported. If you're advising clients on consumer AI exposure, that's the architecture they're shipping into.
  • MCP RC review. If you're running MCP servers behind a load balancer or API gateway, the new header requirements and cache directives are the most operationally consequential change - start planning the proxy-config updates before the July 28 spec ships.

🔗Worth Reading

Generated on Sunday, June 7, 2026

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