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Tariffs, backlash and IPOs test the AI data-center boom

Tariffs, backlash and IPOs test the AI data-center boom

Episode 49 Published 5 days, 5 hours ago
Description

Duke Energy’s large-load tariff is moving into North Carolina rate-case scrutiny as utilities try to shield customers from AI power risk. Meanwhile, QTS’s Virginia Digital Gateway collapse and Brookfield-backed Csquare’s planned IPO show the buildout’s permitting and capital-market split screen.

In this episode

  1. Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media — Latitude Media

    Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media - Commentary - DATA CENTERS - U.S. market # Duke Energy’s ‘light-touch’ large load tariff could be a problem. The proposal lumps data centers together with conventional large users, leaving the latter exposed to rate pressure…

  2. Blackstone-backed QTS's Virginia Digital Gateway project collapses after years of legal opposition - The Tech Capital — The Tech Capital

    Blackstone-backed QTS's Virginia Digital Gateway project collapses after years of legal opposition - The Tech Capital Close Menu ## Sections ## Categories - Developing Markets - Emerging Markets - Finance & Investment - Financial Markets - Frontier Markets - Investment Agencies - Mature Markets - Merger & Acquisitions - Private Equity - Real Estate - Stocks - Appointments - Boardroom -…

  3. Brookfield's Csquare Targets $1.35B Data Center IPO - CRE Daily — CRE Daily

    Brookfield's Csquare Targets $1.35B Data Center IPO - CRE Daily Briefs Industrial # Brookfield’s Csquare Targets $1.35B Data Center IPO Csquare Inc., Brookfield’s data center platform, plans a $1.35B US IPO as AI-driven infrastructure demand drives sector valuations higher. July 7, 2026 By Valerija I. Share - Share via Email - Share on Twitter - Share on LinkedIn - Share on Facebook -…

  4. Furiosa AI Partners with Equinix to Target European AI Infrastructure Market | Aju Press — Aju Press

    Furiosa AI Partners with Equinix to Target European AI Infrastructure Market | Aju Press # Furiosa AI Partners with Equinix to Target European AI Infrastructure Market by SEONGJUN JO Posted : July 8, 2026, 08:36Updated : July 8, 2026, 08:36 Share Share - facebookfacebook - twittertwitter - URLURL close Text size Text size - A - A - A - A close AI semiconductor startup Furiosa AI is…

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