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Data Center Water Fights Hit Texas, Ohio and Nebraska
Data Center Water Fights Hit Texas, Ohio and Nebraska

Episode 52

Fort Worth, Grimes County and Seward County are pushing data center water and utility guardrails as Ohio weighs a blanket wastewater permit; Yotta me…

6 hours ago

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Large-load tariffs and the data center water backlash
Large-load tariffs and the data center water backlash

Episode 51

OG&E’s large-load tariff heads for a November Oklahoma regulator decision as Texas, Iowa and Coachella Valley communities scrutinize data center wate…

1 day, 6 hours ago

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DOE Backs Texas Grid as AI Infra Capital Recycles
DOE Backs Texas Grid as AI Infra Capital Recycles

Episode 50

AEP Texas secured a $3.26 billion DOE loan for nearly 100 transmission projects as AI-load infrastructure keeps pulling in capital, from EQT’s report…

4 days, 6 hours ago

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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

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, …

5 days, 6 hours ago

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TeraWulf’s AI Pivot, FERC’s Grid Squeeze
TeraWulf’s AI Pivot, FERC’s Grid Squeeze

Episode 48

TeraWulf and Anthropic’s $19 billion Kentucky lease anchors another bitcoin-to-AI infrastructure pivot as FERC large-load policy pressure, SPP interc…

6 days, 6 hours ago

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Anthropic’s $19B Lease Puts AI Load in the Spotlight
Anthropic’s $19B Lease Puts AI Load in the Spotlight

Episode 47

Anthropic signed a $19 billion, 20-year TeraWulf data center lease in Kentucky, while Duke Energy moved toward large-load tariffs in North Carolina a…

1 week ago

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FERC Orders, Water Fights, and the Data Center Backlash
FERC Orders, Water Fights, and the Data Center Backlash

Episode 46

FERC’s large-load orders keep grid operators under pressure while Meta-linked wastewater contamination in Cheyenne, Project Jupiter compliance fights…

1 week, 1 day ago

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Pension capital, grid rules and local vetoes hit AI buildout
Pension capital, grid rules and local vetoes hit AI buildout

Episode 45

CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local …

1 week, 3 days ago

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PJM Stress Pulls Data Centers Into Grid Rulemaking
PJM Stress Pulls Data Centers Into Grid Rulemaking

Episode 44

PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-l…

1 week, 4 days ago

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Digital Realty Tightens Its Grip on Northern Virginia AI Capacity
Digital Realty Tightens Its Grip on Northern Virginia AI Capacity

Episode 43

Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 …

1 week, 5 days ago

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