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AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories
Episode 22
PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvid…
1 month, 1 week ago
AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply
Episode 21
ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan c…
1 month, 1 week ago
AI Data Centers Run Into the Grid Reality Check
Episode 20
ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show A…
1 month, 1 week ago
AI Load Turns Into Grid Policy, Gas Demand and Guardrails
Episode 19
PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets st…
1 month, 1 week ago
FERC Grid Queue Faces the $142B Hyperscale Quarter
Episode 18
FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nucl…
1 month, 2 weeks ago
AI Buildout Splits: Capital In, Moratoriums Rising
Episode 17
I Squared Capital is paying $225 million for Cogent data centers as Iren lines up Dell-built Nvidia Blackwell systems in Texas, while Pahrump and Pul…
1 month, 2 weeks ago
Data Center Power Fights Hit the Grid Planning Desk
Episode 16
Data center power fights are moving into grid planning and local law: NV Energy says Tahoe customers will keep service, Virginia residents contest a …
1 month, 2 weeks ago
Nvidia’s Vera Push Hits Taiwan, While Water Fights Spread
Episode 15
Nvidia Vera Rubin is moving from roadmap to supply-chain stress test, with Vera CPUs reaching Anthropic and OpenAI as Taiwan capacity tightens. Meanw…
1 month, 2 weeks ago
SpaceX Turns xAI’s Colossus Into AI Compute Infrastructure
Episode 14
SpaceX’s xAI put hard numbers behind the AI compute boom, buying the Memphis Colossus site while filings show Anthropic paying $1.25 billion a month …
1 month, 2 weeks ago
Nvidia’s AI Boom Meets $15B Compute Leases and Resource Strain
Episode 13
Nvidia posted $81.6 billion in quarterly revenue as Anthropic’s $15 billion-a-year SpaceX compute lease and Google-Blackstone’s TPU venture showed ho…
1 month, 3 weeks ago