Episodes
- Tuesday, August 11, 2026 · 6 min Power, Guarantees and Debt Behind the AI Buildout
- Monday, August 10, 2026 · 7 min AI buildout runs into city halls, grid queues and fiber maps
- Friday, August 7, 2026 · 6 min FERC Win Meets Water Rules in AI Data Center Buildout
- Thursday, August 6, 2026 · 5 min NTT Data Eyes $9.6B Japan Buildout as Data Center Capital Tightens
- Wednesday, August 5, 2026 · 8 min ERCOT Pauses Batch Zero as Texas Orders Data Center Audits
- Tuesday, August 4, 2026 · 7 min Equinix Issues $3B as Data-Center Power Fights Spread
- Monday, August 3, 2026 · 11 min Data Center REITs Tap Debt as AI Load Forecasts Climb
- Saturday, August 1, 2026 · 7 min PJM Opens a Fast Lane as AI Load Tests Grid Queues
- Friday, July 31, 2026 · 9 min AI data centers shift risk to bonds, leases and ratepayers
- Thursday, July 30, 2026 · 11 min AI data centers lift Equinix as power and water fights widen
- Wednesday, July 29, 2026 · 9 min PJM, ERCOT and Investors Wrestle With AI Load
- Tuesday, July 28, 2026 · 10 min AI buildout squeezes grids, fiber routes, and town halls
- Monday, July 27, 2026 · 9 min Data centers trip grid alarms from PJM to Texas
- Sunday, July 26, 2026 · 5 min FERC Puts PJM on Notice as AI Load Hits Water and Chip Supply
- Friday, July 24, 2026 · 9 min FERC Eyes PJM Power Shift as AI Load Strains the Grid
- Thursday, July 23, 2026 · 10 min OpenAI’s 3.2 GW Georgia Bet Meets PJM’s Cost Alarm
- Wednesday, July 22, 2026 · 11 min Rubin Ships as AI Infrastructure Money Meets Grid Rules
- Tuesday, July 21, 2026 · 10 min Data Centers Face Grid Hearings, Local Curbs, and New Capital
- Monday, July 20, 2026 · 5 min AI Load Turns Into REIT Heat and PJM Discipline
- Friday, July 17, 2026 · 9 min Data Centers Face the Grid Reliability Bill
- Thursday, July 16, 2026 · 9 min AI Load Sends Grid Costs Up as Permits Tighten
- Wednesday, July 15, 2026 · 10 min PJM’s Supply Gap Collides With Data Center Permit Backlash
- Tuesday, July 14, 2026 · 10 min Data Center Water Fights Hit Texas, Ohio and Nebraska
- Monday, July 13, 2026 · 10 min Large-load tariffs and the data center water backlash
- Friday, July 10, 2026 · 10 min DOE Backs Texas Grid as AI Infra Capital Recycles
- Thursday, July 9, 2026 · 8 min Tariffs, backlash and IPOs test the AI data-center boom
- Wednesday, July 8, 2026 · 7 min TeraWulf’s AI Pivot, FERC’s Grid Squeeze
- Tuesday, July 7, 2026 · 6 min Anthropic’s $19B Lease Puts AI Load in the Spotlight
- Monday, July 6, 2026 · 9 min FERC Orders, Water Fights, and the Data Center Backlash
- Saturday, July 4, 2026 · 10 min Pension capital, grid rules and local vetoes hit AI buildout