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BlackRock and IFM's AI Infrastructure Partnership is in exclusive talks to buy Blue Owl's Stack Infrastructure Asia-Pacific portfolio for up to $25 billion. Meanwhile, utilities keep choosing gas for data center load, and ERCOT's queue triage shows how little requested demand is firm. In this episo…
Duke Energy's denied peaker near Amazon's Hamlet campus and an appeal over Meta's Louisiana gas plants show regulators pressing on data center load claims. Meanwhile DG Matrix pilots a solid-state transformer on a live GPU cluster, and Cipher lands a $5.2 billion AI lease. In this episode Does the…
A developer is suing to overturn Nye County's data center ban in Pahrump's water basin, which is overallocated more than three to one. California's seven-bill package, Amazon's Gilroy campus and a 60 MW Jessup filing put water and disclosure at the center of siting. In this episode Pahrump data ce…
FERC only partly approved PJM's 6.8 GW reliability backstop, and PJM has delayed the auction, while Oracle served a force majeure notice on its 2.45 GW Project Jupiter campus over gas pipeline delays. Plus a Korea-US-owned 6.47 GW gas campus in South Texas, Valar's 456-reactor Utah proposal, and Ra…
Anthropic's IPO prospectus reportedly commits at least $518 billion over a decade to Google, Amazon, Microsoft and Broadcom capacity, roughly 80% non-cancelable. That swaps demand risk for counterparty risk, as Samsung backs KKR's Helix and Pallone presses FERC on PJM data center costs. In this epi…
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من The Data Center Daily — Lantern Podcasts، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.