Episodes
- Thursday, June 25, 2026 · 9 min Data center buildout hits grid, water and zoning tests
- Wednesday, June 24, 2026 · 8 min Oracle’s AI bottleneck moves from GPUs to memory and grid rules
- Tuesday, June 23, 2026 · 6 min Digital Realty expands as PJM and ERCOT queues bite
- Monday, June 22, 2026 · 8 min Stargate’s Site Blitz Runs Into FERC’s Grid Rule Clock
- Friday, June 19, 2026 · 6 min AI Capex Becomes a Data Center Power Cycle
- Thursday, June 18, 2026 · 8 min Hyperscale Capex Runs Into the State-Regulator Wall
- Wednesday, June 17, 2026 · 4 min Large-load queues meet FERC’s jurisdiction fight
- Tuesday, June 16, 2026 · 10 min FERC’s Load Fight Meets a Nordic Data Center Auction
- Monday, June 15, 2026 · 13 min Stargate Wisconsin Meets the Grid-and-Water Reality Check
- Sunday, June 14, 2026 · 13 min FERC’s Large-Load Clock Meets Hyperscale’s Capacity Surge
- Friday, June 12, 2026 · 11 min ERCOT’s AI Load Wave Hits the Cost-Allocation Wall
- Thursday, June 11, 2026 · 12 min States Make Data Centers Pay as AI Capacity Keeps Scaling
- Wednesday, June 10, 2026 · 14 min Broadcom’s AI Commitments Hit Real-World Data Center Gates
- Tuesday, June 9, 2026 · 12 min AI Data Centers Face Curtailable Power and a Hard Supply Ceiling
- Monday, June 8, 2026 · 9 min AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall
- Friday, June 5, 2026 · 8 min OpenAI’s $50B Compute Bill Meets Grid Pushback
- Thursday, June 4, 2026 · 9 min AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories
- Wednesday, June 3, 2026 · 9 min AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply
- Tuesday, June 2, 2026 · 8 min AI Data Centers Run Into the Grid Reality Check
- Monday, June 1, 2026 · 9 min AI Load Turns Into Grid Policy, Gas Demand and Guardrails
- Friday, May 29, 2026 · 11 min FERC Grid Queue Faces the $142B Hyperscale Quarter
- Thursday, May 28, 2026 · 8 min AI Buildout Splits: Capital In, Moratoriums Rising
- Wednesday, May 27, 2026 · 11 min Data Center Power Fights Hit the Grid Planning Desk
- Tuesday, May 26, 2026 · 13 min Nvidia’s Vera Push Hits Taiwan, While Water Fights Spread
- Monday, May 25, 2026 · 10 min SpaceX Turns xAI’s Colossus Into AI Compute Infrastructure
- Friday, May 22, 2026 · 11 min Nvidia’s AI Boom Meets $15B Compute Leases and Resource Strain
- Thursday, May 21, 2026 · 10 min AI Data Center Deals Go Gigawatt as Grid Terms Tighten
- Wednesday, May 20, 2026 · 11 min Hyperscalers Push AI Capex Toward $630B as Grid Rules Loom
- Tuesday, May 19, 2026 · 11 min AI Power Demand Moves From Permits to Megadeals
- Monday, May 18, 2026 · 10 min AI Data Centers Run Into the Water Ledger