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Blackstone’s DLR Share Sale Follows $7.8B Data Center Buyout
Episode 42
Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the…
1 week, 6 days ago
Digital Realty’s Power Path Meets Local Grid Pushback
Episode 41
Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Car…
2 weeks ago
Local Data Center Pushback Moves From Ballots to Water and Zoning
Episode 40
Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of pr…
2 weeks, 1 day ago
FERC Tariff Push Meets Data Center Siting Blowback
Episode 39
FERC’s large-load tariff orders are moving from broad policy into regional compliance, with NYISO and SPP facing cost-allocation, co-location and fle…
2 weeks, 4 days ago
Data center buildout hits grid, water and zoning tests
Episode 38
FERC is pressing six grid operators for data-center tariff clarity as Digital Realty expands its AI infrastructure footprint and local fights over wa…
2 weeks, 5 days ago
Oracle’s AI bottleneck moves from GPUs to memory and grid rules
Episode 37
Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-a…
2 weeks, 6 days ago
Digital Realty expands as PJM and ERCOT queues bite
Episode 36
Digital Realty moved to deepen its Teraco control and disclosed 1,440 acres near Kansas City, while Carbon Direct maps the PJM and ERCOT queue bottle…
3 weeks ago
Stargate’s Site Blitz Runs Into FERC’s Grid Rule Clock
Episode 35
OpenAI Stargate’s five-site expansion keeps the AI infrastructure race focused on executable gigawatts, while FERC’s June deadline on DOE’s large-loa…
3 weeks, 1 day ago
AI Capex Becomes a Data Center Power Cycle
Episode 34
Microsoft, Alphabet, Meta and Amazon’s AI capex is now a site-selection and power-underwriting problem, while Stargate’s “pay your own way” pledge ex…
3 weeks, 4 days ago
Hyperscale Capex Runs Into the State-Regulator Wall
Episode 33
Synergy Research Group pegs hyperscale capex at $142 billion in Q3, while NARUC’s FERC comments draw a hard state-jurisdiction line around large-load…
3 weeks, 5 days ago