Podcast Episodes
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Data Center Power Deals Get Harder to Socialize
Episode 97
Data center power tariffs are tightening as utilities test GenCos, upfront payments and exit fees to serve AI load without shifting risk to ratepayer…
3 weeks, 6 days ago
Equinix Leads a Global AI Capacity Land Grab
Episode 96
Equinix is putting $5.1 billion behind a UK AI campus while closing atNorth and winning Singapore capacity, as Google tests grid flexibility and Blac…
4 weeks ago
Data Centers Meet the Grid’s New Cost Discipline
Episode 95
Digital Realty opened a 6.4 MW Nairobi facility as DOE and Montana released the final environmental review for the North Plains Connector and Berkshi…
4 weeks, 1 day ago
AI data centers meet audits, moratoriums and grid workarounds
Episode 94
AI data centers face California audits, Orange County and Louisville rulemaking, and a New Mexico court pause, while FERC lets SPP use topology optim…
1 month ago
Big Loads Face Grid Cost Controls
Episode 93
Maryland utilities are proposing very-large-load tariffs for 100 MW-plus customers to shield ratepayers from data-center interconnection costs. We al…
1 month ago
AI Infrastructure’s IPO, M&A and Megawatt Tests
Episode 92
SB Energy’s IPO filing puts a SoftBank renewables developer’s AI data-center pivot — and OpenAI-linked PORTS-Pike ambitions — under the microscope, a…
1 month ago
PJM-Oklo Fight Puts AI Power Bottleneck on Display
Episode 91
PJM and Oklo are headed to FERC over a 750-MW advanced-nuclear-plus project dropped from the interconnection queue, while AI-driven battery deploymen…
1 month ago
AI Data Centers Hit Tariff Delays, Reporting Rules and Local Fights
Episode 90
FERC large-load tariff reforms are slipping toward November as New Jersey adds water-and-energy reporting rules and Colorado Springs weighs a contest…
1 month ago
Data Centers Hit the Water-and-Permitting Wall
Episode 89
Montgomery County, East Whiteland and Nye County are showing how data center growth is running into moratoriums, water-service conditions and outrigh…
1 month, 1 week ago
Data Center Power Rules Hit Rates, Renewables and Queue Costs
Episode 88
Duke Energy Florida wants to delay a dedicated large-load rate as Singapore pushes renewable-backed data centers and interconnection cost models keep…
1 month, 1 week ago