Podcast

The Data Center Daily

The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS,…

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Latest episodes

  1. Data Center Capital Hits Grid Rules and Local Permits — August 12, 202612 Aug 2026
  2. Power, Guarantees and Debt Behind the AI Buildout — August 11, 202611 Aug 2026
  3. AI buildout runs into city halls, grid queues and fiber maps — August 10, 202610 Aug 2026
  4. FERC Win Meets Water Rules in AI Data Center Buildout — August 07, 20267 Aug 2026
  5. NTT Data Eyes $9.6B Japan Buildout as Data Center Capital Tightens — August 06, 20266 Aug 2026
  6. ERCOT Pauses Batch Zero as Texas Orders Data Center Audits — August 05, 20265 Aug 2026
  7. Equinix Issues $3B as Data-Center Power Fights Spread — August 04, 20264 Aug 2026
  8. Data Center REITs Tap Debt as AI Load Forecasts Climb — August 03, 20263 Aug 2026
  9. PJM Opens a Fast Lane as AI Load Tests Grid Queues — August 01, 20261 Aug 2026
  10. AI data centers shift risk to bonds, leases and ratepayers — July 31, 202631 Jul 2026