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Transmission tax credits and ratepayer shields hit AI buildout
Episode 107
Heinrich’s transmission tax credit proposal lands as California hardens data-center cost rules and AWS moves to buy Hong Kong capacity, underscoring …
1 week, 6 days ago
Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits
Episode 106
Texas PUC softened large-load interconnection standards as ERCOT audits a 474 GW queue dominated by data centers, while Digital Realty adds Los Angel…
2 weeks ago
AI Compute’s Grid Bottleneck Gets Regulatory—and Local
Episode 105
NERC’s computational-load standards cleared an initial ballot, while Fluence’s battery-supply stumble and Eversource’s Connecticut study queue show t…
2 weeks, 1 day ago
Data Center Cost Fights Hit Virginia, New Mexico and Senate
Episode 104
Virginia data center regulation moved forward as Gov. Abigail Spanberger proposed transparency, cost-allocation and environmental rules, while Projec…
2 weeks, 2 days ago
Congress Targets Data-Center Grid Cost Shifts
Episode 103
Ratepayer Protection Act passed the U.S. House 417-3, pushing federal pressure behind large-load cost-allocation rules. In Virginia, Appalachian Powe…
2 weeks, 5 days ago
Data Centers Pitch Flexibility as Permitting Pushback Spreads
Episode 102
Google, Nvidia and Emerald AI are reviving AEMA to push flexible data centers as Florida and Oregon officials tighten scrutiny over hyperscale load, …
2 weeks, 6 days ago
PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load
Episode 101
Branch Energy is moving into PJM with a $33 million raise to sell battery-backed capacity to data centers, while Google backs robot-built solar and d…
3 weeks ago
Data Centers Face Grid-Cost Rules and Off-Grid Power Push
Episode 100
A House vote on H.R. 9340 could push states to consider full incremental cost recovery and financial assurances for 100 MW-plus data center loads. Me…
3 weeks, 1 day ago
Oracle’s Data-Center Tab Explodes as Grid Rules Tighten
Episode 99
Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and O…
3 weeks, 2 days ago
AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance
Episode 98
ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to …
3 weeks, 5 days ago