Energy, Power and Materials
Data center power and grid
electricity for data centers, grid capacity, utilities, behind-the-meter supply
- Episodes
- 86
- Share
- 8.4%
- Shows
- 75
- Net sentiment
- +0.07
Up from 8.3% of episodes in the weeks before; net sentiment was +0.08.
Bullish 23Mixed 28Neutral 17Bearish 18
4 weeks
Share of each week's episodes, and net sentiment.
0%5%10%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 23
- Grid-connected data centers will keep relying on on-site diesel backup for long-duration reliability needs.Everyone Says Diesel Is Dead. The Market Says Otherwise. · The Data Center Frontier Show · Oct 15
- Surging power demand from data centers and EVs requires heavy grid capex that guarantees utility returns.ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST PLC - Investor Presentation · Investor Meet Podcast - AI · Oct 14
- Surging data center demand is driving strong need for new power generation and grid capacity.Powering AI With Clean Energy feat. Michael Pariser ’12 · Owl Have You Know · Oct 14
- Data centers increasingly self-supply power off-grid, boosting demand for gas-fired generation and related equipment.Doomberg: The AI Energy Boom Is Just Beginning. The Winning Stocks Could Surprise Everyone · The AI Investor Podcast · Oct 15
- Massive data center power gap and reliability demands create strong demand for behind-the-meter nuclear supply.MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants · Macro Voices · Oct 15
- Electricity demand from AI and manufacturing makes grid buildout and transmission expansion urgently needed.Why US Infrastructure Lags 10 Years Behind | Ben Schifman · MTS · Oct 12
Show 17 moreShow fewer
- Power access is a core constraint, and behind-the-meter and campus power are seen as valuable for data centers.Data Center Infrastructure Podcast - Ep 10 - AI Pods and Internet Exchanges with Bryan Lubin of Moonshot · Data Center Infrastructure Podcast · Oct 12
- Power is the key bottleneck for data centers, creating demand for grid tools, storage and fast new generation.Juicing AI with Photons · Behind the Markets Podcast · Oct 16
- Data centers need electricity and energy infrastructure, which Latin America has substantial reserves to supply.The Missing Piece in Latin America’s Bull Case · Thoughts on the Market · Oct 15
- The plant adds critical generation capacity to strengthen grid reserve margins and absorb demand peaks.217. Beyond the Contract: How Rabigh Reinforcement Reached First Fire 14 Months After Award · The POWER Podcast · Oct 14
- Grid transmission headroom and buildout are presented as critical for competing with China and meeting demand.Daniel Palken on the Bipartisan Senate Bill to Reform Energy Permitting · Columbia Energy Exchange · Oct 13
- Electricity demand from data centers is surging, favoring power generators like Bloom, GE Vernova and Vistra.Mad Money w/ Jim Cramer 10/13/26 · Mad Money w/ Jim Cramer · Oct 13
- Power is the key bottleneck, and developers with secured megawatts are well positioned despite dilution and delays.We Analyzed 6 AI Sectors - Only 3 Look Like HUGE Opportunities · Milk Road Stocks · Oct 13
- Behind-the-meter natural gas power demand for data centers is booming, boosting Enerflex's contract backlog.Canada Is Finally Waking Up. These Stocks Could Soar · In the Money with Amber Kanwar · Oct 15
- Data center energy demand is growing and Shell is positioning to supply electricity and cooling products.Energy demand: what customers need now · The Energy Podcast · Oct 13
- Big Tech nuclear power purchase deals show strong demand, though local opposition to data centers is a rising risk.Market Open: Can the AI Spending Boom Keep Going? · The Modern Investor · Oct 13
- Carbon fiber transmission lines could carry more power with less sag, supporting grid capacity for data centers.Lighter, Stronger Materials are Changing How We Build Everything - Chad Duty, CEO of IACMI · The TechEd Podcast · Oct 13
- Scarce power is being bid up sharply, raising costs and pushing neoclouds to new regions.Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic · Blockspace: AI News · Oct 18
- Buildings are framed as a key lever for grid demand, with reduced consumption seen as valuable supply.Turning Building Data Into Better Decisions With Willow · Tech Talks Daily · Oct 15
- Grid capacity and power supply are the binding constraint on AI buildout, favoring power infrastructure.#144 - Al Chu: The Structural Case for Natural Resources · Insightful Investor · Oct 13
- Data center load growth creates a gas supply deficit, favoring renewables and storage.Solar+Storage now cheaper than Natural Gas · Solar News Weekly · Oct 12
- Distributed solar-canopy data centers offer a way around community resistance and grid strain.10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26 · Squawk on the Street · Oct 13
- Policy pushback like data center moratoriums may ultimately spur public-private capital spending on data centers.Episode 94: Insights through Investing in the World · Global in the Granite State · Oct 13
Bearish 18
- Grid queues of five to seven years and surging capacity prices strain power supply and raise costs for ratepayers.Green Bonds, Gray Areas: How Do AI Data Centers Fit in a Sustainable & Responsible Portfolio? | Megatrends | Romina Reversi, Crédit Agricole & Steve Liberatore, Nuveen · SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing · Oct 14
- Local opposition, regulation and political backlash are slowing data center projects.The AI Computing Power Gold Rush · WSJ Tech News Briefing · Oct 12
- PJM emergency alerts and possible curtailment of data centers signal strain on grid capacity.☢️ WATCHDOG NEWS — 10/14/2026 TWO STRAITS, ENERGY CRISIS, AND AMERICA’S POWER GRID UNDER PRESSURE · Watchdog News Report · Oct 14
- Data center backlash is spilling over and confusing clean energy supporters, threatening local approval of wind, solar and batteries.Checking back in with Greenlight America · Volts · Oct 14
- Data centers draw large water and electricity loads, creating local resource contention and rate concerns.07 | Matt Konwiser - Are You the Hidden Reason AI Wastes So Much? · Curious Data · Oct 13
- Limited grid additions and turbine shortages may constrain gigawatt-scale data center energization next year.Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack · The Circuit · Oct 12
Show 12 moreShow fewer
- Diesel-powered data centers and local opposition highlight an energy crunch and grid constraints.Oct 15: Bitcoin Falls Toward $80K · Daily Crypto News · Oct 15
- A blocked 17-mile gas pipeline stalled a 2.45 GW campus, showing physical power access can derail projects.Chamath Palihapitiya: The AI Private Credit Bubble Explained · Deep Values · Oct 15
- Growing local opposition and polling against data centers threaten buildout and create political risk.Closing Bell: 10/15/26 · Closing Bell · Oct 15
- Local community opposition to data centers is becoming a political problem for the buildout.Why Fortnite Is Now Hollywood’s Biggest Marketing Machine · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 16
- Land, power and shell availability is seen as the most challenging obstacle to build-out next year.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2 (Gurley + Gerstner) · Oct 15
- Automation raises warehouse power bills sharply, and grid demand from AI infrastructure could delay automation spending.Bank Earnings Have Entered the Upside Down · Motley Fool Hidden Gems Investing · Oct 13
- Populist pushback on data center resource use could slow buildouts and threaten earnings estimates.Tian Yang: The Sovereign AI Race Is Changing the Rules of This Bubble · Financial Sense Newshour · Oct 13
- DOE emergency order warns of PJM power outages, which host ties to data center load growth.America's Fake Jobs Boom? The Truth About AI, Data Centers & the Economy |10|13|26 · Conservative Review with Daniel Horowitz · Oct 13
- A speaker warns data center capex booms may not sustain profits, hurting SKS Technologies.the call: Thursday 15 October · The Call from ausbiz · Oct 15
- Permitting pushback and power constraints could cause AI infrastructure delivery to miss consensus.Hedge Fund Manager Joseph Walsh: Always Play Weaker Players · Odds on Open · Oct 15
- Copley suggests an AI bubble collapse could cut data center energy demand and create a glut.5. AUSTRALIA - Global Geopolitics and Economic Shifts - GREGORY COPLEY 101326 · The John Batchelor Show · Oct 13
- Hosts say local backlash to data centers is rising and that power bills are already very high.SpaceX Wants To Sell You A Phone Plan, Starbucks Wants To Buy Chipotle & LADWP Sent Us A $3,000 Bill | GCP 1032 · Group Chat · Oct 12
Mixed 28
- Power shortfall and cost-sharing rules could delay projects but also favor alternative power solutions.The Politics of Powering AI · Thoughts on the Market · Oct 12
- Grid reliability rules, utility power deals and clean tariffs all carry cost and delivery uncertainty for investors.Who Pays for Google's Planned Wyoming Power? — October 16, 2026 · Concrete Compute · Oct 16
- Data center load growth strains the grid but brings revenue and capex opportunities for utilities, with flexibility and cost-protection rules needed.The Utility CEO Who Wants to Cut Your Bill | Recorded Live at Future Currence · Energy Empire · Oct 18
- Behind-the-meter gas for data centers eases grid constraints but adds pressure on gas pipelines and regional supply.Can natural gas supply handle the AI boom? · Catalyst with Shayle Kann · Oct 15
- Large-load cost rules and behind-the-meter power could reshape utility revenue, creating both threat and opportunity.Storage Beats Peakers By 65%, Permitting Gets Juicy, and How Large Loads Pay And Play · Boots on the Ground with Yann Brandt and Abby Hopper · Oct 13
- Power and grid capacity are binding limits; guest sees long-term grid upgrades from data center demand as positive.250. Inside the US Datacenter exuberant buildout - Oct26 · Redefining Energy · Oct 12
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- FERC rejected PJM's large load framework while keeping registry rules, leaving cost allocation and grid planning unsettled.NWPPA Morning Brief - Monday, October 12, 2026 · NWPPA Morning Brief · Oct 12
- Data center electricity demand is a concern, though the speakers see it as a driver of energy independence.They started a business on a podcast! Solar Credit Scores with Michael Roche | Part 2 · Sean White‘s Solar and Energy Storage Podcast · Oct 18
- Local pushback and moratoriums create volatility but may extract more capex through public-private deals.What the Midterm ‘Affordability Election’ Means for Markets · WSJ's Take On the Week · Oct 18
- Data centers are seen as a concrete local pressure point for renegotiating tech companies' power and accountability.Can you say no to AI at work? · Untangled · Oct 17
- Permitting reform would make data centers pay more for grid access but speed clean energy buildout.How Abundance Has Failed and Succeeded · Plain English with Derek Thompson · Oct 16
- Power supply and data center deployment are factors TSMC weighs, with a cited US power shortage raising concern.Is the AI Chip Boom Built to Last? | TSMC CFO on the Industry's Future · Fox Business Rundown · Oct 16
- Data center demand swamps grid capacity, so prioritization is needed, though Denmark still wants some data centers.What’s up with Denmark? · Volts · Oct 16
- Behind-the-meter gas generation growth is strong, but local moratoriums and permitting fights add uncertainty.Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26 · Big Digital Energy · Oct 13
- Data center buildouts face permit, grid and turbine bottlenecks, pushing some inference toward local hardware.Perplexity CEO: SMBs Could Drive the Next Economic Boom · Sourcery · Oct 12
- Power constraints could leave capacity well below projections, though demand remains strong.AI Boom Faces a Higher-Yield Roadblock · Thoughts on the Market · Oct 16
- Host argues data centers bring jobs and should be built despite local noise and energy concerns.Oct 14: Data Centers and America's Future · Daily Crypto News · Oct 14
- Argan benefits from data center power demand, but backlog shrinkage and uncertain timing weigh on the stock.Mad Money w/ Jim Cramer 10/12/26 · Mad Money w/ Jim Cramer · Oct 12
- Strong power demand from AI, but local opposition and moratorium risk could hit the build-out.10AM Hour: AI Trade Faces More Pain, Interactive Broker’s Thomas Peterffy, Citizen Financial CEO on Earnings 10/16/26 · Squawk on the Street · Oct 16
- Local opposition and permitting friction threaten data center buildout, a midterm election issue in Ohio.10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · Squawk on the Street · Oct 15
- Local opposition to data centers in Ohio creates political and project risk despite tax and job benefits.Closing Bell Overtime: 10/15/26 · Closing Bell · Oct 15
- Hosts argue small nuclear reactors could power data centers, contrasting with US local opposition to them.Ep 306 Hour 2 26.10.15 · China Now · Oct 15
- TeraWulf's CEO argues its investment-grade backed colocation model is safer than neocloud peers.Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26 · Power Lunch · Oct 15
- Data centers bring economic upside to El Paso but face water, power and public-perception concerns.Inside Hunt Companies: From Military Housing to $37B Holding Company with Woody Hunt (#433) · POWERS · Oct 14
- Local opposition to data centers versus the jobs and electrical infrastructure they bring was debated.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
- Community opposition and moratoriums raise power and siting concerns, though delays have not yet appeared.11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26 · Squawk on the Street · Oct 13
- Local opposition to data centers threatens buildouts, though hosts see some pushback as misinformation.375: AWS Finally Automates the Blame Game · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Oct 15
- Data center tax abatements and grid cost shifts spark local backlash despite promised jobs and investment.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
Neutral 17
- Discussion centers on how data centers should pay for grid costs and bring their own generation.Gov. Spanberger on Making Data Centers Pay Their Fair Share | Energy on the Ballot · Energy Empire · Oct 12
- Discussion focuses on grid flexibility, power management and 800V DC architecture to unlock capacity, described factually.NVIDIA's Vera CPU and the Agentic AI Future · Data Center Richness · Oct 16
- Discussed as a power demand problem fusion is too slow to solve near term.From Twilio to Fusion with Jeff Lawson · Inevitable · Oct 14
- Discussion centers on electricity demand growth and whether clean power covers it, without a clear investing lean.[Episode #285] – Covering Demand Growth · The Energy Transition Show with Chris Nelder · Oct 14
- Data center demand is cited as driving rate base growth and rising grid spending, discussed factually.The case for lower utility profits · Energy Capital Podcast · Oct 14
- Discusses the vulnerability and redundancy of physical data center infrastructure.Did Ukraine Just Bomb the Russian Bots? · Patrick Boyle On Finance · Oct 18
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- Per-chiplet voltage regulation and power efficiency are discussed as technical optimizations.Podcast EP374: How proteanTecs Tames Multi-Die Packaging Challenges with Nir Server · SemiWiki.com · Oct 16
- Rack power of 167 kW and heat exchanger units for air-cooled sites are described as deployment design decisions.AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300 · Semi Doped · Oct 15
- Power delivery is referenced as one of the PACT conditions alongside approvals, without deep market analysis.Why a Permit Is Not the Same as Permission · Dirt to Data: Data Centers and AI Infrastructure · Oct 15
- Battery storage and energy optimization partnership is discussed as a service expansion without deeper market analysis.2512: Q3 update from EGT · The Vox Markets Podcast · Oct 14
- Data center electricity demand is a tailwind mainly through extending existing reactors, not new builds.Justin Huhn – Part 7 Of Nuclear Fuels Demand And Supply Factors – Pro Tips On Investing In Uranium Stocks · The KE Report · Oct 13
- Covers a Google-Constellation nuclear upgrade tied to data center demand and a local data center forum.October 15, 2026 · Freepod · Oct 15
- Data center investment is real infrastructure spending but is wrongly counted as startup venture funding.The $13 billion costume · SEA of Startups · Oct 14
- Power outages prompted building on-site gas turbines, a supply angle that also touches GE Vernova.SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play? · Chip Stock Investor Podcast · Oct 13
- Power bottlenecks constrain how fast new AI data center capacity can come online.IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market · Blockspace: AI News · Oct 12
- Only briefly touches on grid spikes and energy price volatility affecting facilities.The Hidden Tax of Robot Energy Consumption · The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups · Oct 13
- Brief mention of battery storage applications for stationary energy use.If FSD Saves Lives, Why Isn't It Free? · Kilowatt: A Podcast about Electric Vehicles · Oct 12
Around it
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- Squawk on the Street4
- Thoughts on the Market3
- Blockspace: AI News2
- Energy Empire2
- Mad Money w/ Jim Cramer2
- Daily Crypto News2
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