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Nvidia Moves Into AI Data Center Risk as Permits Tighten
Episode 87
NVIDIA is taking on more AI-infrastructure financing risk, including OpenAI-linked Ohio capacity and broader cloud-service commitments, while Oracle’…
1 month, 1 week ago
Data Center Load Runs Into the Grid-Bill Fight
Episode 86
Microsoft and Wisconsin ratepayer advocates are challenging ATC’s data-center transmission-cost plan at FERC, while PG&E tests flexible interconnecti…
1 month, 1 week ago
Large-Load Tariffs Slip as Grid Hardware Bottlenecks Bite
Episode 85
FERC large-load tariff reform is sliding toward November as all six grid operators seek more time, while Heron Power plans a 40 GW transformer factor…
1 month, 1 week ago
AI Data Centers Hit the Permitting-and-Power Wall
Episode 84
Project Jupiter faces New Mexico Supreme Court petitions over construction water, while Singapore turns 200MW of scarce capacity into provisional ind…
1 month, 1 week ago
OpenAI Rethinks Stargate as Data Center Capital Keeps Flowing
Episode 83
OpenAI’s Stargate strategy is being recast around more rented cloud capacity, while I Squared launches Saragon and Ascenty seeks $1 billion for AI da…
1 month, 2 weeks ago
Riot’s $9.1B AI Lease Puts Power Access Back in Focus
Episode 82
Riot Platforms’ 191 MW Rockdale AI lease adds another multibillion-dollar compute deal to Texas, while Arizona co-ops formalize large-load reviews an…
1 month, 2 weeks ago
PJM’s Data-Center Curtailment Plan Meets Texas’ Off-Grid Push
Episode 81
PJM is asking FERC to let new large data centers be curtailed before households during shortages, while Texas’ grid-connection pause may push project…
1 month, 2 weeks ago
NVIDIA’s 4.25-GW OpenAI Ohio Bet Meets Grid Reality
Episode 80
NVIDIA disclosed a 4.25-gigawatt OpenAI tenant campus in Ohio with a $105 billion residual-value backstop, while NERC says AI-driven load could requi…
1 month, 2 weeks ago
Data Centers Hit Water, Grid and Financing Bottlenecks
Episode 79
Data centers face a three-front constraint: San Joaquin Valley water scrutiny, San Jose moratorium pressure, and storage projects stuck in grid queue…
1 month, 2 weeks ago
Data centers pull coal, PJM reform, and grid software into one fight
Episode 78
Evergy’s data-center load push is tied to keeping 2.8 GW of coal online longer, while FERC opens another PJM reform lane and grid-software vendors pi…
1 month, 3 weeks ago