Energy, Power and Materials
Data center power and grid
electricity for data centers, grid capacity, utilities, behind-the-meter supply
- Episodes
- 83
- Share
- 7.7%
- Shows
- 72
- Net sentiment
- −0.11
Bullish 26Mixed 15Neutral 8Bearish 34
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 26
- Power equipment is a seller's market with firm, rising prices and orders booked into the 2030s.AI Meets the Physical Economy · Thoughts on the Market · Sep 25
- Storage is needed for grid reliability, winter peaks and renewable integration, creating demand for storage projects.GRIDsilience: Energy Storage Opportunities · E2Tech · Sep 27
- Power constraints for AI data centers create major growth opportunity for generators and equipment suppliers.Episode 13 How Energy and Power are Key Bottlenecks for the AI Boom with James West · Altitude by Talon Podcast · Sep 24
- Data center demand is driving sharp electricity growth and renewables buildout, boosting infrastructure needs.John Melby, CEO, Xpansiv — Energy Registry: Operating the Global Infrastructure for the Renewable Energy Market (Re-broadcast) · Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders · Sep 23
- Grid interconnects, resilience and power demand create long-term opportunities for enabling companies despite delays.Sustainable Investing Perspectives: Investing in Global Transitions · UBS On-Air: Market Moves · Sep 22
- Boom's engines repurposed as behind-the-meter generators for data centers offer a large, water-free power market.Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine · All-In Podcast · Sep 22
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- Boom's engine core repurposed as behind-the-meter generators gives a financially viable early product for data centers.Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine · All-In with Chamath, Jason, Sacks & Friedberg · Sep 22
- Power access is the key constraint and value driver for data center land, making power-rich sites highly valuable.302. High-Stakes Dealmaking: How to Spot Undervalued Assets Before Everyone Else — with Anita Verma-Lallian · Win the Day · Sep 22
- AI's power demand makes nuclear and modular reactors a compelling energy solution with improving economics.Michael Thompson, Board Member at Oklo & Joby on Betting on The Future · We The Builders · Sep 26
- Orbital solar power avoids grid, water and noise constraints facing terrestrial data centers.5. AI - Orbital Data Centers Power AI - JOE PISTRITTO & DAVID LIVINGSTON( HOTEL MARS) 092426 · The John Batchelor Show · Sep 24
- Rising data center demand is driving the TMI Unit 1 restart and a Microsoft power purchase.The History – and Future – of TMI · Susquehanna Scout · Sep 24
- Power shortages leave a projected 20 gigawatt gap, creating demand for new electrical infrastructure.The Software Pricing War and AI Power Bottlenecks · The Information's TITV · Sep 22
- Data centers will require natural gas and energy supply, benefiting the energy industry despite uncertain build-out.Episode 67: AI, Cybersecurity & Digital Infrastructure with Richard Rodriguez · In-Basin Observations · Sep 27
- Grid time-to-power constraints make space-based solar power a potential advantage for AI compute.272: Space, The Final Investing Frontier - How AI and Technology Are Expanding the Economy · The Bid - An Investing Podcast from BlackRock · Sep 25
- Insatiable energy demand from data centers makes distributed reactors and more data centers necessary.What Could America Build by 2035? (with David Ulevitch) · Explain to Shane · Sep 24
- Securing transmission first de-risks wind projects, and the UK approval of cables supports that approach.GE Vernova and Vineyard Wind Settle, UK Approves Irish Sea Cables · The Uptime Wind Energy Podcast · Sep 22
- Power shortfalls favor power providers signing long-term contracts despite recent selloffs.Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26 · Power Lunch · Sep 21
- Speakers argue AI and reshoring will drive large electricity demand that natural gas can meet.10 of The Wildest Hot Takes From the All-In Summit 2026 · Sourcery · Sep 27
- Inside Chevron’s Massive Bet on AI & Energy | Fortune Daily · Fortune Daily · Sep 24
- Gas-fired power plants balancing renewables and data center load could drive new storage demand, though uncertain.“Gas Storage Is Back In Style” – Dave Marchese, Caliche · C.O.B. Tuesday · Sep 23
- AI data centers drive battery demand growth, which supports lithium demand forecasts of several-fold increases.Chris Milligan on Arkansas' $2 Trillion Lithium Opportunity · Free Arkansas · Sep 22
- Energy storage, gas turbines and nuclear are seen as needed to power data centers, with large deals signed.Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries · Sourcery · Sep 21
- Mexico is short of energy, creating infrastructure opportunities including power auctions and data centers.Sergio Méndez — Country Head of BlackRock Mexico · The HPScast · Sep 23
- Distributed behind-the-meter power is seen as the near-term way hyperscalers get electricity, benefiting Solaris.Power Lunch 9/25/26 · Power Lunch · Sep 25
- Energy supply for AI compute is presented as a long-term winner, naming nuclear and REIT data center owners.Diesel, AI, and Energy Dominance: Charlie Garcia on the Crisis Nobody Sees Coming · Energy News Beat Podcast · Sep 23
- Next-generation AI racks need far more electricity, expected to drive demand for power infrastructure.Meta is up big on Muse. AMD is priced for no mistakes. Micron is next. | Ep 58 · Futurum Equities Podcast · Sep 25
Bearish 34
- Speakers argue the proposed 765 kV transmission line is unnecessary, undermining utility grid expansion investment."It becomes completely unnecessary": Al Buss on energy independence in Vernon County · Not a Done Deal · Sep 23
- Data center demand is raising electricity rates and emissions, with gas-fired on-site power adding pollution.Can We Have AI and a Liveable Planet? · Agents Of Tech · Sep 27
- Grid constraints, transformer shortages and interconnect delays are stalling large AI data center buildouts.[AI DAILY NEWS RUNDOWN] Oracle Force Majeure on OpenAI Data Center, DeepSeek Hits $1B Run Rate, Google Orbital TPUs, Anthropic $11.6B Akamai Edge Deal & Trump-Xi Summit · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 25
- AI energy demand is outpacing supply, with energy now the binding constraint on data center growth.Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology · All-In Podcast · Sep 21
- Rao warns AI energy demand will outrun supply within a few years, a major constraint on growth.Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology · All-In Podcast · Sep 21
- Rising electricity demand from data centers pressures utility prices and grid capacity, drawing local resistance.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
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- Grid congestion and transformer shortages are stalling multi-gigawatt projects and forcing workarounds.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 27
- Morgan Stanley forecasts a 57 gigawatt power shortfall through 2028, constraining the buildout.How NVIDIA Is Secretly Coming for Anthropic & Open AI | Morgan Stanley's Head of US Thematic Research · The Wall Street Skinny · Sep 26
- Shift away from gas power and local opposition and permit issues are delaying the Júpiter data center.¿Hasta Dónde Llega el Riesgo de Oracle en Inteligencia Artificial? · Market Insights · Sep 25
- Hosts say slow approvals and grid constraints in the US limit data center buildout.AI Safety Doomerism: Is Dario Amodei Right to Fear the Future of AI? · Business Bubble · Sep 24
- Power and permitted land shortages constrain data center growth, with a strained US grid.Steve Hou - Data Over Narrative · The Business Brew · Sep 23
- Long-term power contracts in remote markets lack buyers if AI demand slows, creating stranded obligations.THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes! · Wall Street Truthbombs Podcast · Sep 22
- Data centers face a large electricity capacity shortfall and rising household cost pressure, prompting new California rate rules.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
- Grid congestion and transformer shortages are blocking gigawatt-scale AI campuses and delaying deployments.[AI WEEKLY NEWS RUNDOWN] Oracle Force Majeure Shakes OpenAI, Training Pauses & Rogue Agents, DeepSeek Hits $1B, Google Space TPUs, & Trump-Xi Summit (Sept 27, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 27
- Texas halting data center permits and congressional backlash threaten buildout and delay listings.9AM HOUR: Nasdaq Extends Record Run, AI Trade Goes "Meta," Paramount Settlement 9/22/26 · Squawk on the Street · Sep 22
- Power delays and gas pipeline setbacks threaten Oracle's New Mexico campus and the schedule for AI data centers.Daily Digest Sep 27: Democrats Favor a Military Coup, 43% of Americans View Socialism Positively, and AI Agents go Rogue · Peak Prosperity · Sep 27
- Data center projects face delays, grid connection waits and public opposition, raising build risk.Is Anthropic Worth Two Trillion Dollars? · Patrick Boyle On Finance · Sep 27
- US power supply lags AI demand, with turbines sold out for years and China adding far more capacity.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
- Patel criticizes secretive data center deals and tax-exemption asks that residents did not know about.I have some questions for Mark Zuckerberg · Decoder with Nilay Patel · Sep 24
- Local pushback on natural gas pipelines and water use is slowing data center construction.Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 · Power Lunch · Sep 24
- Gas plant buildouts for Meta's Louisiana data center raise ratepayer cost and stranded-asset concerns.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
- Texas governor's permit freeze for data center projects creates regulatory uncertainty for behind-the-meter builds.Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 · Big Digital Energy · Sep 22
- Hosts claim data center blame for local water and utility problems is misplaced and exaggerated.Democrats midterm message: AI is more dangerous than nukes · Ruthless Podcast · Sep 22
- Texas halting a data center permit and Oracle payment delays suggest regulatory hurdles to buildout.What will Micron's gross margin guide be? · Investing Experts · Sep 27
- Texas data center backlash and proposed permit moratorium create regulatory risk for AI infrastructure buildout.Choosin' Texas with Bobby Pulido · Pod Save America · Sep 27
- Hosts argue data centers strain grids and raise electricity bills, with legislation blocked in the Senate.The Scott Adams School - 09/25/26 FRIDAY YAY! Home Team · Real Coffee with Scott Adams · Sep 25
- AI needs enormous electricity, which only China and America can supply at scale, Keen says.How AI bosses 'lost control' and are now begging for regulation · The Andrew Neil Report · Sep 25
- Local noise complaints from data centers with on-site gas turbines create political pushback risk.Weekly Roundup 09/25/26 (Post Clarity rulemaking, Sherrod Brown is back, RIP BitMEX, Coldcard white hats, is EA a cult?) (EP.741) · On The Brink with Castle Island · Sep 25
- Oracle's force majeure notice and local moratoriums suggest data center project delays.11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 · Squawk on the Street · Sep 24
- Speaker argues UK data centres are unnecessary and sovereign AI ambitions are unrealistic.Sage CEO: Don't Build Data Centres in UK · Big Boss Interview · Sep 23
- Grid capacity limits and guaranteed utility profits push costs onto ratepayers.The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · The Prof G Pod with Scott Galloway · Sep 21
- Local pushback and power constraints are forcing data center builders to slow or pay more.11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 · Squawk on the Street · Sep 25
- States are pushing back on data center projects over power, water and permitting, delaying promised buildouts.Bitcoin's Rally Meets AI's New Cold War · Digital Currents · Sep 25
- Hosts oppose data centers, citing costs passed to ratepayers and lack of oversight.HoosLeft This Week - September 27, 2026 · HoosLeft Podcast · Sep 27
Mixed 15
- Speakers see data center load as a bill-stabilizing opportunity but also a strain on grid planning and affordability.EEI 2026 Highlights: Delivering Value for Customers and Grid Planning · Electric Perspectives · Sep 24
- Utility mergers hinge on data center load growth, with states demanding data centers pay their own way.NextEra–Dominion, Generac's $8B Amazon Deal, and the Farmer Vote · Boots on the Ground with Yann Brandt and Abby Hopper · Sep 22
- Data center energy and water use raise concerns, though efficiency and clean power offset some of them.Tech giant NVIDIA talks AI's sustainability risks and opportunities · All Things Sustainable · Sep 24
- Nevada and Virginia cost-assignment rules shape who pays for large-load grid upgrades, with appeal risk unresolved.NWPPA Morning Brief - Monday, September 21, 2026 · NWPPA Morning Brief · Sep 21
- Grid upgrades and gas turbines are needed for data centers, with calls to rethink regional grids and nuclear power.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Data centers bring construction jobs and capital but raise local electricity and environmental concerns.When AI's builders sound the alarm · Possible · Sep 23
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- Local pushback on water and quality of life raises costs, but hyperscalers are mitigating and the buildout continues.The Unexpected Investment Case for AI Safety · Thoughts on the Market · Sep 23
- Orbital data centers face solar, thermal and launch-cost hurdles, with the outcome described as unproven.How Satlyt Turns Any Satellite Into a Data Center | Rama Afullo | #14 · Space Terminal: Frontier Tech Intelligence · Sep 23
- Crusoe's turbine deal with Boom collapsed, a setback for Boom while Crusoe says its energy plans are unchanged.The Stack — September 27, 2026 · The Stack · Sep 27
- Power delays on an Oracle data center lease shift risk onto landlords and lenders, complicating buildout.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- Huang says the US underbuilt energy, creating friction with communities, while AI demand boosts clean energy.The Ezra Klein Show: Jensen Huang Thinks A.I. Alarmism Has Gone Too Far · Hard Fork · Sep 25
- Interest in AI data centers is cautious; latency-sensitive urban sites are preferred over remote builds.Inside Private Real Estate: How Hamilton Lane Evaluates Managers with Liz Bell · Dakota Live! Podcast · Sep 23
- Speakers note data centers' energy and noise concerns versus the need for their computing capacity.How Businesses Are Using AI Agents to Save Time, Cut Costs and Create New Opportunities · Real AI Use Cases Business Owners Roundtable · Sep 22
- Local backlash and moratoria versus tax base and job benefits from data center buildouts.Slowdowns, Service Accounts, and the Return of Email | S3E20 · The Hedgineer Podcast · Sep 22
- Data center backlash is a concern; Lonsdale suggests community deals and space-based cooling as solutions.Palantir Founder: How a Middle-Class Kid Built a Billion-Dollar Empire · The Robby Starbuck Show · Sep 21
Neutral 8
- Discussion is technical about power quality and harmonics with no investment angle.Power Quality: The Conversation Data Centers Can't Afford to Ignore · The Data Center Frontier Show · Sep 24
- Power and water supply are raised as utility concerns communities should question, but discussed factually.OIX's Ilissa Miller: Preparing Communities for AI Data Centers · The Data Center Frontier Show · Sep 22
- Discussion of liquid cooling, power requirements and data center infrastructure management for GPUs.From Bare Metal to AI: Supermicro and VMware Cloud Foundation · Virtually Speaking Podcast · Sep 22
- Alibaba targets over 20 gigawatts of global data center capacity by 2032.Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted? · Live Well with Michelle · Sep 24
- We Are Betting The Entire U.S. Economy On AI · The Minority Mindset Show · Sep 24
- Discussed only in passing as a utility security context rather than an investing angle.Cybersecurity Threats Facing Utilities | OAS Episode 270 · NCSL Podcasts · Sep 27
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- Discussion of the New Mexico data center's gas pipeline and political pushback to the project.Closing Bell Overtime: Global Bond Rout Continues 9/24/26 · Closing Bell · Sep 24
- Brief mention of GPU access and compute costs across colo and cloud regions.Episode 437: Nasuni and AI-Ready Unstructured Data with Nick Burling · Microsoft Cloud IT Pro Podcast · Sep 24
Around it
Companies named
- Oracle 12
- Alphabet 6
- Microsoft 5
- Boom Supersonic3
- Meta 3
- Bloom Energy3
Shows that covered it most
- Squawk on the Street4
- All-In Podcast3
- Power Lunch3
- Sourcery2
- The Data Center Frontier Show2
- Thoughts on the Market2
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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