AI data centers lift Equinix as power and water fights widen
Thursday, July 30, 2026 · 11 min
Equinix raised 2026 guidance after a record interconnection quarter, while Microsoft’s SEC filing, Georgia Power’s 3.2GW queue, Trump’s ratepayer pledge and Ohio’s wastewater reversal show AI infrastructure is now colliding with grid access, utility bills and local water oversight.
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Show notes
Equinix raised 2026 guidance after a record interconnection quarter, while Microsoft’s SEC filing, Georgia Power’s 3.2GW queue, Trump’s ratepayer pledge and Ohio’s wastewater reversal show AI infrastructure is now colliding with grid access, utility bills and local water oversight.
In this episode
- Equinix Reports Second-Quarter Results, Raises 2026 Guidance and Long-Term Outlook — PR Newswire
Equinix Reports Second-Quarter Results, Raises 2026 Guidance and Long-Term Outlook Accessibility Statement Skip Navigation - Grew monthly recurring revenue 11% on both an as-reported basis and a normalized and constant currency basis year over year - Annualized gross bookings grew 23% year over year, marking the second-highest volume on record, contributing to a record backlog - Added a record…
- Microsoft newly elevates electricity into a detailed datacenter expansion bottleneck, citing constrained generation, transmission and distribution infrastructure, delayed power connections, utility and regulatory requirements, and alternatives that may not scale in time or may cost more. — U.S. Securities and Exchange Commission
Microsoft newly elevates electricity into a detailed datacenter expansion bottleneck, citing constrained generation, transmission and distribution infrastructure, delayed power connections, utility and regulatory requirements, and alternatives that may not scale in time or may cost more. The filing identifies grid access and connection timing—not just server availability—as constraints on…
- Trump expands a voluntary pledge to protect consumers ... — The Associated Press
Trump expands a voluntary pledge to protect consumers from high utility bills from AI data centers | Business | miamitimesonline.com President Donald Trump speaks at the Environmental Protection Agency (EPA) Thursday, July 23, 2026, in Washington. (AP Photo/Alex Brandon)▲ President Donald Trump on Thursday had governors and electricity companies join a voluntary pledge to shield U.S. consumers…
- Georgia Power Filings Show 3.2GW Grid Queue Before OpenAI Camellia Debut | SendTech Times — SendTech Times
Georgia Power Filings Show 3.2GW Grid Queue Before OpenAI Camellia Debut | SendTech Times Cloud & Data CentersNews|July 28, 2026, 05:53 PM CAPACITY TEST: # Georgia Power Filings Show 3.2GW Grid Queue Before OpenAI Camellia Debut By SendTech Times Cloud & Infrastructure Desk Newsroom-edited, source-reviewed coverage Newsroom brief Data Center Knowledge reviewed PSC filings that recorded a…
- Ohio Reverses Plan After 7,000 Public Comments Oppose Easier Wastewater Rules for Data Centers - CRBC News — CRBC News
Ohio Reverses Plan After 7,000 Public Comments Oppose Easier Wastewater Rules for Data Centers - CRBC News Photo Credit: iStock Read Summary The Ohio EPA dropped a proposal to allow data centers to use a general wastewater discharge permit after roughly 7,000 public comments opposed the change. Critics said a blanket permit would have bypassed necessary site-by-site environmental reviews and…