Google's €13 Billion Finland Bet
Google pledges at least thirteen billion euros to a Finnish AI-infrastructure buildout bundled with a nuclear life-extension deal, new wind and batter
Episode archive
Every briefing, searchable. Look up a hyperscaler, a utility, a project, or a county and read what the show said the day it happened.
25 episodes
Anthropic's Half-Trillion Dollar Question
Anthropic has reportedly signed five hundred seventeen billion dollars in compute agreements since October — nearly triple what it told investors last
The Bipartisan Backyard: Data Centers vs. the Midterms
A new NBC News poll finds sharply bipartisan opposition to local data-center siting, already producing real legislation in Ohio and Pennsylvania — plu
Data Centers Become a Campaign Weapon Nobody Can Escape
The politics of the AI buildout hit the midterms head-on: both parties are pouring tens of millions into data-center-themed ads, with Ohio's Senate ra
Weekly Recap: Billions in Deals, Backlash in the Backyard
This week's recap: the buildout's capital keeps compounding while the local politics get louder. Crusoe's reported $13 billion Jane Street cloud deal,
The Bill That Could Decide Who Pays for California's AI Boom
California lawmakers send two data center ratepayer-protection bills to Governor Newsom's desk, Crusoe reportedly locks up a $13 billion, five-year cl
Vertiv's $1.45 Billion Bet on Skipping the Grid
Vertiv is paying up to $2.6 billion — $1.45 billion in cash now, the rest contingent on earnings targets — to buy microgrid and behind-the-meter power
The DOE's Quiet Rulebook for Efficient Data Centers
A quiet news day sends us into the Department of Energy's own best-practice guide for data center design — what the FEMP and NREL framework actually s
The Federal Playbook for Building Efficient Data Centers
It's a quiet day on the wires, so today's episode goes back to fundamentals: the Department of Energy's Federal Energy Management Program and the Nati
Landlord Bets Big, Maryland Says No
Two lead stories today, one theme: SoftBank's data-center arm is offering OpenAI billions in warrants to keep it as a tenant ahead of a possible IPO,
The Data Center Nobody's Permitted
A Floodlight/Guardian investigation finds a New Jersey AI data center running most of its gas generators without permits — while it powers a $17 billi
Weekly Recap: The Buildout Hits Ballot Boxes and Tariffs
The week that was in the AI buildout: Georgia regulators green-lit a massive power contract for OpenAI's Effingham County campus even as data center b
Georgia's $950M Bet: 3.2 GW for OpenAI's Effingham Campus
Linked sources: Georgia Power's OpenAI contract approved — Atlanta News First OpenAI data center moves forward — Effingham Herald Peeling Apart That S
Anthropic's $45 Billion Bet on a Site Microsoft Walked Away From
Linked sources: Anthropic to Pay Nscale $45 Billion — Bloomberg Anthropic and Nscale Strike $45 Billion Deal — CNBC Anthropic's Compute-Gobbling Strea
OpenAI's Two Faces: A Faster Chip, A Missing Builder
OpenAI's infrastructure story splits in two directions today: a Hot Chips benchmark claiming its Jalapeño inference chip beats Nvidia's GB200/GB300 on
Has the Data Center Backlash Reached a Breaking Point?
Politico's reporting on a growing, bipartisan backlash against data centers — and whether it's a real electoral liability or industry noise — anchors
Texas Turns on the AI Boom It Built
Governor Greg Abbott says data center developers “dug their own grave” with local communities — nine months after joining Google to announce a $40 bil
Weekly Recap: PJM's Bring-Your-Own-Power Rule and Nvidia's $105B Bet
This week's recap: PJM formalized a bring-your-own-power framework for data centers, Pennsylvania and California moved on ratepayer guardrails, Data C
The Data Center Backlash Goes on the Ballot
Data center opposition is showing up on ballots and in ad campaigns this week — CNBC ties together Florida's Republican primary, Pennsylvania's new bi
Pennsylvania Draws a Line on Data Center Power
Pennsylvania's governor pulls every data center out of the fast-track permitting lane and makes new projects pay their own grid costs — plus Duke Ener
The Buildout's Bipartisan Backlash
Pennsylvania Governor Josh Shapiro signs a binding executive order restricting data-center permitting the same week a leaked NRSC memo warns AI compan
PJM's New Rule: Bring Power or Be Cut First
PJM asks FERC for a new rule that puts new mega-loads first in line for curtailment unless they bring their own power — plus a $12 billion grid-modeli
Nvidia's Shrinking Guarantee Behind Ohio's Mega AI Campus
Nvidia, OpenAI and SB Energy confirm the PORTS-Pike campus in Pike County, Ohio — but the SEC-filed guarantee behind it has shrunk from a discussed $2
Nvidia's Ohio Guarantee Shrinks From $250 Billion to $120 Billion
Nvidia's financing guarantee for OpenAI's ten-gigawatt Ohio campus reportedly shrank from $250 billion to under $120 billion this week, even as Nvidia
Weekly Recap: The Buildout Meets Its Neighbors
This week's recap: Virginia forces Dominion to make data centers pay their own transmission costs, Amazon withdraws a 500-megawatt Maryland campus aft