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PJM and CAISO Rewrite the Rules for AI Load
Episode 77
PJM and CAISO are moving on large-load rules as data centers test interconnection, resource adequacy, and emergency curtailment, while Evergy’s 3 GW …
1 month, 3 weeks ago
Japan-Backed Gas Power Meets AI Grid Strain
Episode 76
NextEra Energy locked in U.S. and Japan funding terms for up to 10 GW of gas generation in Texas and Pennsylvania, while data center cooling rules an…
1 month, 3 weeks ago
Data Center Capital Hits Grid Rules and Local Permits
Episode 75
Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit …
1 month, 3 weeks ago
Power, Guarantees and Debt Behind the AI Buildout
Episode 74
CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 …
1 month, 3 weeks ago
AI buildout runs into city halls, grid queues and fiber maps
Episode 73
Nvidia, PJM and rural Nevada show the AI infrastructure buildout moving on three fronts: Zayo’s long-haul fiber deal, a 201.5 GW reformed PJM queue, …
1 month, 3 weeks ago
FERC Win Meets Water Rules in AI Data Center Buildout
Episode 72
FERC’s interconnection plan survived DC Circuit review, while state lawmakers are tightening data center water oversight and capital keeps piling int…
2 months ago
NTT Data Eyes $9.6B Japan Buildout as Data Center Capital Tightens
Episode 71
NTT Data plans to spend at least $9 billion to reach 1 GW of Japan data-center capacity by 2033, while institutional lenders and local governments sh…
2 months ago
ERCOT Pauses Batch Zero as Texas Orders Data Center Audits
Episode 70
ERCOT faces a Batch Zero delay after Governor Greg Abbott ordered audits of data centers before grid interconnection, raising fresh uncertainty for l…
2 months ago
Equinix Issues $3B as Data-Center Power Fights Spread
Episode 69
Equinix has issued $3 billion in bonds for its AI-ready infrastructure buildout as Cape Town advances planning for two proposed sites and AEP makes t…
2 months ago
Data Center REITs Tap Debt as AI Load Forecasts Climb
Episode 68
Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s …
2 months ago