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Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms
Episode 117
The New York Times reports Meta has claimed billions in research tax credits by treating its AI data centers as experimental pilot models. Plus Michi…
1 day, 6 hours ago
Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers
Episode 116
Oracle proposes absorbing about $300 million of rising Point Beach nuclear costs for its Port Washington campus, while Spain's draft decree would mak…
2 days, 6 hours ago
Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County
Episode 115
A bipartisan Senate permitting package would make data centers pay both incremental and embedded transmission costs, while OpenAI takes a 20-year, ro…
3 days, 6 hours ago
Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build
Episode 114
Pennsylvania regulators propose interrupting new large loads that haven't brought their own capacity before anyone else during PJM grid events, while…
4 days, 6 hours ago
Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback
Episode 113
Michigan regulators approved DTE's 20-year power contracts for Google's 1 GW Van Buren Township campus with some of the toughest ratepayer protection…
5 days, 6 hours ago
FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter
Episode 112
FERC only partly approved PJM's 6.8 GW reliability backstop, and PJM has delayed the auction, while Oracle served a force majeure notice on its 2.45 …
6 days, 6 hours ago
Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout
Episode 111
Anthropic's IPO prospectus reportedly commits at least $518 billion over a decade to Google, Amazon, Microsoft and Broadcom capacity, roughly 80% non…
1 week ago
Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load
Episode 110
Duke Energy's denied peaker near Amazon's Hamlet campus and an appeal over Meta's Louisiana gas plants show regulators pressing on data center load c…
1 week, 1 day ago
Water Fights Shadow Data Centers From Pahrump to Gilroy
Episode 109
A developer is suing to overturn Nye County's data center ban in Pahrump's water basin, which is overallocated more than three to one. California's s…
1 week, 2 days ago
BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas
Episode 108
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 b…
1 week, 5 days ago