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AI Data Center Deals Go Gigawatt as Grid Terms Tighten
Episode 12
Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Googl…
1 month, 3 weeks ago
Hyperscalers Push AI Capex Toward $630B as Grid Rules Loom
Episode 11
Amazon, Google, Meta and Microsoft are pointing to as much as $630 billion in 2026 capex, while OpenAI’s Stargate and FERC’s large-load rulemaking sh…
1 month, 3 weeks ago
AI Power Demand Moves From Permits to Megadeals
Episode 10
AI infrastructure demand is now reshaping both sides of the ledger: utilities are consolidating around load growth, private capital is packaging comp…
1 month, 3 weeks ago
AI Data Centers Run Into the Water Ledger
Episode 9
Water is becoming the next hard constraint for AI infrastructure: California lacks public usage disclosure, Pennsylvania is moving a campus through w…
1 month, 3 weeks ago
PJM’s Summer Looks Covered, But AI Load Forecasts Don’t
Episode 8
PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, t…
1 month, 4 weeks ago
AI Data Centers Push Utilities Into Nuclear, Water and Tariff Fights
Episode 7
AI infrastructure is colliding with utility planning in concrete ways: Kentucky utilities are testing SMRs, Georgia and South Carolina communities ar…
2 months ago
AI Buildout Runs Into Permits, Power Lines and Public Markets
Episode 6
Washington is trying to speed construction, states are adding water and ratepayer guardrails, and capital is still chasing the sector. The AI data ce…
2 months ago
AI Compute Deals Meet the Grid-and-Water Reality
Episode 5
NVIDIA’s $3.4 billion IREN cloud deal and Digital Realty’s private-capital pivot show compute demand still accelerating, while Google, QTS, and Germa…
2 months ago
States Draw the Line on Data Center Grid Costs
Episode 4
Data center load is becoming a rate-design fight: Maryland is challenging PJM transmission charges, Oregon approved a dedicated large-load class, Lou…
2 months ago
AI Load Rush Hits Grid Rules, Gas Queues, and Gigawatt Campuses
Episode 3
AI infrastructure demand is colliding with grid process and power supply: FERC slipped its large-load rule, Oracle and OpenAI pushed Stargate past 5 …
2 months ago