Episode Details

BlackRock and IFM's AI Infrastructure Partnership is in exclusive talks to buy Blue Owl's Stack Infrastructure Asia-Pacific portfolio for up to $25 billion. Meanwhile, utilities keep choosing gas for data center load, and ERCOT's queue triage shows how little requested demand is firm.

In this episode

1. BlackRock-backed group in exclusive talks for Asia data centers — IJR News

   BlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News reports | KELO-AM # BlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News reports By Thomson Reuters Sep 24, 2026 | 2:43 AM Sept 24 (Reuters) – A consortium backed by BlackRock and IFM Investors is in exclusive talks to buy Stack Infrastructure’s Asia Pacific data center ​portfolio for up to…

2. Most new US power is clean — but utilities are choosing gas for data centers | Latitude Media — Latitude Media

   Most new US power is clean — but utilities are choosing gas for data centers | Latitude Media # Most new US power is clean — but utilities are choosing gas for data centers Trump supports AI and fossil fuels. Big utilities are backing him up. Nick Zenkin September 24, 2026 Photo credit: Mayy Contributor / Shutterstock When President Donald Trump addressed the United Nations General Assembly…

3. Regulators need to get comfortable with bragawatts — Texas Energy and Power

   Regulators need to get comfortable with bragawatts ### How regulators can address future demand Seyi Fabode Sep 24, 2026 ∙ Paid ERCOT recently took a step much further than other system operators have been willing to take; it sorted the interconnection queue between load that is real and load that is unlikely. ERCOT sorted the queue into tiers and shared numbers, all true, that large load…

4. UK Data Centre Giant Bags £2.45B Debt Facility — Bisnow

   UK Data Centre Giant Bags £2.45B Debt Facility # UK Data Centre Giant Bags £2.45B Debt Facility September 24, 2026 | 1:57 pm ET Mike Phillips, Europe Editor (mike.phillips@bisnow.com) Pexels/panumas nikhomkhai One of the largest data centre owners and developers in the UK has put in place a giant new debt package, some of which will fund its expansion. Virtus Data Centres said it secured…

5. NORTH PORT: City OKs data center moratorium; stipulations for application | News | yoursun.com — YourSun

   NORTH PORT: City OKs data center moratorium; stipulations for application | News | yoursun.com # NORTH PORT: City OKs data center moratorium; stipulations for application - DANIEL FINTON STAFF WRITER - Sep 23, 2026 - 20 mins ago - 0 NORTH PORT — City commissioners OK'd an 18-month moratorium on data centers late Tuesday — with some stipulations for an application that was already…

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