Episodes · Sep 16–Oct 7

What to hear about the buildout

Three weeks of power, capital, and buildout politics. Guest figures remain theirs.

Shows from September 16 through October 7, the last three weeks before this list was cut. A former market regulator on Bloomberg and on his own feed, the New York Times, Latitude Media, MCJ, All-In, and a solar podcast that followed the batteries into the interconnection queue. Guest figures stay the guest’s. Rackline does not adopt them.

01 · September 30 · Video
Power and Consequences
Bloomberg Talks
Power and Consequences
Gary Discusses AI Boom & Safety with Tom Keene and Paul Sweeney
02 · September 29 · Video · 10 min
Bloomberg Open Interest
Gary Gensler Warns on How AI Could Trigger Bank Stress
Dani Burger with Gary Gensler
Gensler, the morning this list was cut, on how an AI slowdown shows up in markets. The note that points to the segment quotes him: a retrenchment is a matter of when. Energy prices, bond yields, and private credit are the channels he names. The timing is his.
03 · September 29 · Podcast · 50 min
Clean Power Hour
The Battery Boom Is Moving Beyond EVs
Tim Montague and John Weaver
Stationary storage is taking a larger share of the batteries, and they follow those batteries to two places. One is the queue: 230 gigawatts of data-center interconnection requests, their figure. The IEA share they cite, EVs still more than 70 percent of global battery deployment in 2025, down from almost 80 percent in 2024, stays the agency’s.
04 · September 28 · Podcast · 41 min
Power and Consequences
Should We Slow AI Development? Can We?
Gary Gensler and Simon Johnson
The second half of last week’s conversation. They ask whether the pace of the models can be slowed, and what a slower path would be: a check before release, a kill switch, and someone liable when an agent does harm. They also ask what slows when Washington and Beijing both want more. The data-center boom was the first half.
05 · September 28 · Podcast
Catalyst
Frontier Forum: The rush for clean, on-site power
Stephen Lacey with Aman Joshi of Bloom Energy
A Latitude Frontier Forum paid for by Bloom Energy. Joshi, the company’s chief commercial officer, on customers who plan to stay off the grid, and on speed, reliability, and whether a town will accept the plant. Air, noise, and water are why he says a fuel cell gets a hearing. Hear it as Bloom’s case.
06 · September 22 · Podcast
Clean Power Hour
This Startup Pays You to Run AI on Your Solar Power
Tim Montague with Karl Andersen of Lektra
Inference moved next to someone else’s roof. Andersen’s revenue split is his company’s pitch, which is why the episode is here as a document of the behind-the-meter trade and not as a Rackline price.
07 · September 21 · Podcast
Power and Consequences
What Are All the Data Centers Getting Us?
Gary Gensler and Simon Johnson
A former SEC chair and an MIT economist on whether the build is growth or an overbuild, and on how little of the debt is visible when a boom slows. On their page they put hyperscaler spending near $750 billion for 2026 and analyst estimates as high as $1 trillion for 2027. Those are their figures. The second half, on whether the pace of the models can be slowed, is above.
08 · September 17 · Video · 8 min
CNBC Squawk Box
Gary Gensler on AI safety and the capital-markets race
Andrew Ross Sorkin, Becky Quick, and Joe Kernen with Gary Gensler
Gensler’s CNBC conversation on AI safety, model competition, disclosure, and whether capital-markets policy should favor one path through the buildout. The policy judgments and risks are his.
09 · September 17 · Video
All-In
No AI Bubble, Semis Eat the Nasdaq & AI’s Take Off Problem
Brad Gerstner of Altimeter, at the All-In Summit
Gerstner argues the tape is an earnings cycle, then names the three risks that sit on this beat: whether lab revenue can pay the rent on the capex, whether next year’s gigawatts can actually be interconnected, and what a higher rate does to money that was borrowed to stand the halls up. The revenue, multiple, and gigawatt figures in the talk are his.
10 · September 17 · Podcast
Catalyst
Fuel cells, geopolitics, and the solar growth curve
Shayle Kann
Latitude Media’s quarterly AMA. The sharp part for this desk is the backlash, and a specific piece of arithmetic: in a small utility territory, can a large campus’s revenue subsidize everyone else’s rate.
11 · September 16 · Podcast · 58 min
Inevitable
Inside America’s Off-Grid Data Center Boom
Michael Thomas of Cleanview, with MCJ
Thomas tracks projects rather than press releases. The episode is why campuses are building their own power: xAI’s Colossus, Meta’s rapid-deployment halls, and Amazon’s gas in Texas. Recorded September 2, published September 16 on MCJ.

Episodes · Sep 16–Oct 7

What to hear about the buildout

Three weeks of power, capital, and buildout politics. Guest figures remain theirs.

01 · September 30 · Video
Power and Consequences
Bloomberg Talks
Power and Consequences
Gary Discusses AI Boom & Safety with Tom Keene and Paul Sweeney
02 · September 29 · Video · 10 min
Bloomberg Open Interest
Gary Gensler Warns on How AI Could Trigger Bank Stress
Dani Burger with Gary Gensler
Gensler, the morning this list was cut, on how an AI slowdown shows up in markets. The note that points to the segment quotes him: a retrenchment is a matter of when. Energy prices, bond yields, and private credit are the channels he names. The timing is his.
03 · September 29 · Podcast · 50 min
Clean Power Hour
The Battery Boom Is Moving Beyond EVs
Tim Montague and John Weaver
Stationary storage is taking a larger share of the batteries, and they follow those batteries to two places. One is the queue: 230 gigawatts of data-center interconnection requests, their figure. The IEA share they cite, EVs still more than 70 percent of global battery deployment in 2025, down from almost 80 percent in 2024, stays the agency’s.
04 · September 28 · Podcast · 41 min
Power and Consequences
Should We Slow AI Development? Can We?
Gary Gensler and Simon Johnson
The second half of last week’s conversation. They ask whether the pace of the models can be slowed, and what a slower path would be: a check before release, a kill switch, and someone liable when an agent does harm. They also ask what slows when Washington and Beijing both want more. The data-center boom was the first half.
05 · September 28 · Podcast
Catalyst
Frontier Forum: The rush for clean, on-site power
Stephen Lacey with Aman Joshi of Bloom Energy
A Latitude Frontier Forum paid for by Bloom Energy. Joshi, the company’s chief commercial officer, on customers who plan to stay off the grid, and on speed, reliability, and whether a town will accept the plant. Air, noise, and water are why he says a fuel cell gets a hearing. Hear it as Bloom’s case.
06 · September 22 · Podcast
Clean Power Hour
This Startup Pays You to Run AI on Your Solar Power
Tim Montague with Karl Andersen of Lektra
Inference moved next to someone else’s roof. Andersen’s revenue split is his company’s pitch, which is why the episode is here as a document of the behind-the-meter trade and not as a Rackline price.
07 · September 21 · Podcast
Power and Consequences
What Are All the Data Centers Getting Us?
Gary Gensler and Simon Johnson
A former SEC chair and an MIT economist on whether the build is growth or an overbuild, and on how little of the debt is visible when a boom slows. On their page they put hyperscaler spending near $750 billion for 2026 and analyst estimates as high as $1 trillion for 2027. Those are their figures. The second half, on whether the pace of the models can be slowed, is above.
08 · September 17 · Video · 8 min
CNBC Squawk Box
Gary Gensler on AI safety and the capital-markets race
Andrew Ross Sorkin, Becky Quick, and Joe Kernen with Gary Gensler
Gensler’s CNBC conversation on AI safety, model competition, disclosure, and whether capital-markets policy should favor one path through the buildout. The policy judgments and risks are his.
09 · September 17 · Video
All-In
No AI Bubble, Semis Eat the Nasdaq & AI’s Take Off Problem
Brad Gerstner of Altimeter, at the All-In Summit
Gerstner argues the tape is an earnings cycle, then names the three risks that sit on this beat: whether lab revenue can pay the rent on the capex, whether next year’s gigawatts can actually be interconnected, and what a higher rate does to money that was borrowed to stand the halls up. The revenue, multiple, and gigawatt figures in the talk are his.
10 · September 17 · Podcast
Catalyst
Fuel cells, geopolitics, and the solar growth curve
Shayle Kann
Latitude Media’s quarterly AMA. The sharp part for this desk is the backlash, and a specific piece of arithmetic: in a small utility territory, can a large campus’s revenue subsidize everyone else’s rate.
11 · September 16 · Podcast · 58 min
Inevitable
Inside America’s Off-Grid Data Center Boom
Michael Thomas of Cleanview, with MCJ
Thomas tracks projects rather than press releases. The episode is why campuses are building their own power: xAI’s Colossus, Meta’s rapid-deployment halls, and Amazon’s gas in Texas. Recorded September 2, published September 16 on MCJ.