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Heinrich’s transmission tax credit proposal lands as California hardens data-center cost rules and AWS moves to buy Hong Kong capacity, underscoring the same constraint across AI infrastructure: power access, cost allocation, and ownership of scarce sites are becoming strategic battlegrounds. In th…
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…
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…
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…
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…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 The Data Center Daily — Lantern Podcasts에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.