The Data Center Daily

AI Infrastructure’s IPO, M&A and Megawatt Tests — September 03, 2026

The Data Center Daily

Show Notes

SB Energy’s IPO filing puts a SoftBank renewables developer’s AI data-center pivot — and OpenAI-linked PORTS-Pike ambitions — under the microscope, as Equinix and CPP close atNorth and new grid, water constraints shape where compute can actually land.

In this episode: Top stories: 1. Under the hood of SB Energy’s IPO filing — Latitude Media https://www.latitudemedia.com/news/under-the-hood-of-sb-energys-ipo-filing/ 2. HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them — HPCwire https://www.hpcwire.com/off-the-wire/equinix-and-cpp-investments-complete-4b-acquisition-of-atnorth/ 3. Quantica Plans Deep Aquifer Water Use for Broadview, Montana Data Center | MATR — MATR https://matr.net/news/quantica-plans-deep-aquifer-water-use-for-broadview-montana-data-center/ 4. PG&E sees rising interest in ‘customer-driven’ flexible interconnection pilot | Utility Dive — Utility Dive https://www.utilitydive.com/news/pge-sees-rising-interest-in-customer-driven-flexible-interconnection-pil/829447/

Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

More from The Data Center Daily

Oct 22, 2026

Entergy Arkansas and Google amend their West Memphis power deal to resolve an accounting fight over ratepayer charges while adding a 440 MW solar PPA, 1.4 GWh of batteries and new transmission. Also: Musk's 10 GW compute claim for SpaceXAI, TCEQ pulling its permit portal offline, and $35 billion of Chinese orders for an Nvidia workstation GPU.

Oct 21, 2026

PJM filed a FERC study agreement to evaluate roughly 9.6 GW of new data center load and 10.2 GW of generation at SB Energy's Flagship site in Pike County, Ohio, outside its interconnection queue. Also: AEP, X-energy and Amazon eye 960 MW of Xe-100 reactors in Indiana, Texas's data center permit freeze draws scrutiny, and Memphis deadlocks on a moratorium.

Oct 19, 2026

NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing.

Oct 14, 2026

Oregon's governor has paused air and water permits for data centers until July 2027, and DOE issued a heat-driven emergency order for PJM. Plus FERC's split vote on Duke's large-load transmission rules and Microsoft's multi-gigawatt plan for its Maia inference chips.

Oct 13, 2026

Google lands two power paths. Indiana regulators approved AES Indiana's $1.3 billion solar, storage and wires plan for its 390 MW Monrovia campus, the first test of the state's 80% large-load cost law. Separately, Constellation will spend $4.3 billion uprating 11 PJM reactors by 890 MW.

See all episodes →