Loading...

PODCAST

AI-Gen Daily: AI News by AI

Welcome to AI-Gen Daily, an AI-generated podcast serving up the latest AI news with a side of digital wit. Our advanced language models deliver concise, no-fluff updates on breakthrough algorithms, industry shakeups, and tech innovations, all with a dash of humor. From AI professionals to tech enthusiasts, this daily dose of insights is perfect for your commute or coffee break. Tune in for bite-sized AI news that"s both informative and entertaining. AI-Gen Daily: where AI reports on AI, with

news tech news

All Episodes

00:01:45

Google Pine Island: $1B Ratepayer Cost Fight - CRE AI...

AI-Gen Daily: AI News by AI ·

2026/10/04

Minnesota's attorney general is challenging the Xcel Energy electric service agreement behind Google's Pine Island data center. Xcel says the deal delivers more than $1.1 billion in net benefits to its other customers; the attorney general's office says the value is closer to $1 billion in net costs and warns ratepayers could face billions in costs after the 15-year term ends. Xcel disagrees and says Google agreed to fund 1,900 MW of new clean energy. In Wisconsin, Oracle plans to take 125 to 250 MW

en

00:01:40

Fermi: $6.5B 222 MW Lease Still Unclosed - CRE AI...

AI-Gen Daily: AI News by AI ·

2026/10/03

Fermi's TensorWave lease on Project Matador is still unclosed: about $6.5 billion in expected revenue over a 15-year term for a 222 MW phase one. The lease is binding but not effective until closing, extended to October 31, 2026, while Texas Tech's December 31 notice to proceed needs a signed Phase 1 tenant lease of at least 200 MW or the ground lease can terminate. Jayton, Texas filings put two buildings at about $2.4 billion each ($4.8 billion site); trade press ties Spur DC Owner registrations to

en

00:01:42

Apollo: $15B Japan Campus Needs 400 MW - CRE AI...

AI-Gen Daily: AI News by AI ·

2026/10/02

Apollo is backing more than $15 billion for a Japan AI campus that taps up to 400 MW behind the meter at JERA's Chiba thermal plant, with operations targeted around 2028. Michigan's PSC locked Google into a 20-year DTE contract with an 80% minimum demand charge and Google funding up to 1,600 MW of renewables plus 480 MW of storage so other ratepayers do not carry the risk. Oracle's Project Jupiter force majeure notice on a $165 billion New Mexico campus preserves rent deferral for up to three years

en

00:01:48

Digital Realty: Megawatt Renewals Top 60% - CRE AI...

AI-Gen Daily: AI News by AI ·

2026/10/01

Digital Realty told RBC that megawatt-plus renewals printed above 60% last quarter as power stays scarce, AWS surfaced as the end user on Homer City's 36-building campus tied to a 4.4 GW gas plant, and campus opposition hit 833 groups across 49 states. Today's CRE AI Briefing tracks how energized megawatts, hyperscale campuses, and community capital now clear in the same underwrite.Reach out to the AI Consulting Network:

en

00:01:45

Senate: AI Campuses Pay Full Transmission Costs - CRE...

AI-Gen Daily: AI News by AI ·

2026/09/30

Senate leaders locked a bipartisan permitting deal that puts the grid upgrade bill on AI campuses. The American Affordability and Jobs Act from Sens. Heinrich, Lee, Capito, and Whitehouse would require data center developers to pay for associated transmission, generation, and distribution costs instead of shifting them onto ratepayers, and Bloomberg Government says the 417-page text also forces energy-use reporting to the Energy Information Administration, with a lame-duck vote expected after the

en

00:01:57

California: Full Grid Bill on AI Campuses by Jan 2028...

AI-Gen Daily: AI News by AI ·

2026/09/29

California signed seven data center bills that put the full grid bill on AI campuses. Senate Bill 886 gives the CPUC until January 1, 2028 to set tariffs covering interconnection, transmission, distribution, and generation, with ten-year early-termination fees if load never ramps, while SB 887 kills CEQA categorical exemptions and AB 2383 layers wildfire and societal cost tariffs. Meanwhile Virginia Executive Order 22, signed September 18, immediately cuts new data centers at 25 megawatts or more

en

00:01:52

SoftBank: 9.75% Coupons Clear Oct 1 OpenAI Wire - CRE...

AI-Gen Daily: AI News by AI ·

2026/09/28

SoftBank cleared about $11.1 billion of senior notes with coupons up to 9.75% to fund its final $10 billion OpenAI tranche due October 1, as the 10-year Treasury sat near 5.17% and JPMorgan still maps roughly $4.1 trillion of AI-related debt through 2030. Meanwhile hyperscaler credit spreads sit near 115 basis points versus about 78 for broader investment-grade paper after roughly $194 billion of hyperscaler bond issuance in the first half of 2026, with Goldman flagging about $420 billion of

en

00:01:49

Lambda: $500M OK Taxes on AI Campus - CRE AI...

AI-Gen Daily: AI News by AI ·

2026/09/27

Lambda announced a new AI data center at MidAmerica Industrial Park in Mayes County, Oklahoma, with about $500 million in taxes over 10 years, up to 1,000 construction jobs, and a full ratepayer shield under Oklahoma's Data Center Customer Ratepayer Protection Act. Meanwhile Harworth is leaning into roughly 0.8 GW of powered land, including the £106.6 million Microsoft sale at Skelton Grange, as Ofgem has watched large-demand connection applications jump from 41 GW to 125 GW. Common thread for CRE:

en

00:01:44

Nscale: $3.36B Convertible Pre-IPO for AI DC Buildout...

AI-Gen Daily: AI News by AI ·

2026/09/26

Nscale closed a $3.36 billion pre-IPO convertible led by Third Point, with $2.36 billion already funded and a $1 billion Nvidia commitment due mid-November, against more than $103 billion in contracted value to accelerate power plants, liquid-cooled halls, and GPU clusters. Meanwhile SoftBank priced $11.1 billion of high-yield bonds — the largest junk corporate sale on record — to fund its OpenAI stake, and it is clearing the last steps on a roughly $4.7 billion DigitalBridge buyout after FERC and

en

00:01:48

Cipher: Barber Lake to $9B+ on 20-Year Lease — CRE AI...

AI-Gen Daily: AI News by AI ·

2026/09/25

Cipher stretched Barber Lake to a twenty-year contracted lease and lifted facility revenue from $3.8 billion to over $9 billion, with about $5.2 billion from a follow-on decade with a leading AI lab after Fluidstack, while first rent still lands in Q4 2026 and Cipher bears the first $359.3 million of cost overruns. Meanwhile Applied Digital locked a $3.2 billion, 210 MW AI factory in Brookwood, Alabama for an unnamed investment-grade hyperscaler, and VIRTUS raised £2.45 billion from thirteen banks

en

00:01:51

Oracle: Force Majeure on 2.45 GW Jupiter Lease — CRE...

AI-Gen Daily: AI News by AI ·

2026/09/24

Oracle sent Blue Owl a force majeure notice on Project Jupiter, a 2.45 GW New Mexico Stargate campus aimed at 2028, seeking room to delay lease payments if COD slips while $18B of bank debt and $3B of Blue Owl equity sit under that rent clock. Meanwhile Cleanview maps 17.5 GW of new gas generation tied to Amazon data centers, and Microsoft still points toward about 38 GW of capacity by 2032 with $329B of datacenter leases not yet commenced. Common thread for CRE: gigawatt leases still clear, but

en

00:01:47

Anthropic: 1 GW Stream Talks, ~$40B Infra — CRE AI...

AI-Gen Daily: AI News by AI ·

2026/09/23

Today's CRE AI Briefing: Anthropic is in early talks to lease up to 1 GW directly from Apollo-backed Stream Data Centers — a footprint developers peg at about $40B of infrastructure, with Google credit support still under discussion and nothing signed. NAVER and Brookfield push staged project finance to expand Sejong from 55 MW to 200 MW (Brookfield up to $9B, Nvidia $1B) with NAVER on a long-term lease. Against that, Texas audits a 474 GW large-load queue while new interconnections pause, and more

en

00:01:47

CoreWeave: $1.1B Bonds Back 76 MW, $2.94B 15-Year...

AI-Gen Daily: AI News by AI ·

2026/09/22

Today's CRE AI Briefing: Goldman-led banks kick off about $1.1 billion of high-yield notes for Blue Owl's Digital Drive near Richmond — 76 MW fully leased to CoreWeave under a 15-year, $2.94 billion contract, with early talk in the low- to mid-9% area. Fermi and TensorWave push closing on a 222 MW / $6.5 billion Project Matador lease to October 31 while an IG rent guaranty finishes. Against that, at least 45 U.S. data-center projects worth about $68 billion were blocked or delayed in Q2, and SB

en

00:01:48

CleanSpark: $2.28B Notes Back Meta's $6.6B 175 MW...

AI-Gen Daily: AI News by AI ·

2026/09/21

CleanSpark priced about $2.276 billion of 7.875% senior secured notes due 2031 (at 98.5% of principal) to finish its Sandersville, Georgia data center — anchored by Meta’s 20-year, roughly $6.6 billion lease covering 175 megawatts, with rent targeted to start around November 2027. Meanwhile Kodiak Gas locked a six-year, 76 megawatt behind-the-meter power deal for a West Texas AI data center as Texas paused new TCEQ environmental permits for data centers pending ERCOT and water audits. And California

en

00:01:52

Prologis: 5.8 GW AI Power Pipeline, $4B BTS — CRE AI...

AI-Gen Daily: AI News by AI ·

2026/09/20

Prologis puts a logistics REIT stamp on AI infrastructure: about 10% of new leasing already ties to the data-center build-out, with roughly 5.8 GW of power secured or advanced (1.6 GW locked) and about $4B of data-center build-to-suits started. In Wisconsin, ATC refiled a $2.48–$2.72B transmission package for Port Washington’s Lighthouse campus (Oracle/OpenAI on Vantage) after regulators forced a do-over — first-phase load around 1,300 MW. And Google’s Finland stack pairs ≥€13B of AI infrastructure

en

00:01:52

Oracle: $18B AI Campus Debt Trades Off — CRE AI...

AI-Gen Daily: AI News by AI ·

2026/09/19

Today's CRE AI Briefing: Oracle's Project Jupiter campus debt — about $18B in loans tied to the Doña Ana, New Mexico AI site — is quoted around 89–91 cents with syndication stalled (FT via Reuters), while power-path pressure continues after New Mexico blocked a supporting gas pipeline. Meanwhile the House passed the Ratepayer Protection Act 417–3, then the Senate blocked a quick unanimous-consent pass — cost allocation for large data-center loads is now a politics clock beside interconnection. And

en

00:01:51

PPC/Amazon: Lignite Site Becomes 300 MW AI Lease —...

AI-Gen Daily: AI News by AI ·

2026/09/18

Today's CRE AI Briefing: Greece's PPC and Amazon Web Services plan a 300 MW data center on the former Agios Dimitrios lignite site in Kozani — a 15-year AWS lease with PPC owning the buildings and selling long-term power (about €1.2B phase one, path toward 1 GW). Meanwhile Anthropic and OpenAI are hunting smaller 20–30 MW deals for speed to usable capacity. And Anthropic's first Australia lease targets a planned 2.16 GW Western Downs campus still gated by FIRB. Match the lease clock to

en

00:01:46

CleanSpark/Meta: Junk Bonds Meet $6.6B AI Lease — CRE...

AI-Gen Daily: AI News by AI ·

2026/09/17

CleanSpark is taking a Meta-tied Georgia AI data center to the U.S. junk-bond market — about $2.23 billion in senior secured notes for Sandersville — while a 20-year Anviran (Meta) lease anchors roughly $6.6 billion of expected revenue. Meanwhile, GatherGov data via CRE Daily shows 632 U.S. jurisdictions have taken formal data-center moratorium action since January, and Blockfusion’s North East Data locked a 15-year CoreWeave anchor lease at Niagara Falls with megawatts still undisclosed. Operator

en

00:01:50

Digital Realty: AI Slowdown Isn't End for DC — CRE AI...

AI-Gen Daily: AI News by AI ·

2026/09/16

Digital Realty’s CEO tells CNBC an AI-lab slowdown is not “pencils down” for data-center real estate — while Dexus’s ADC consortium locks conditional Stage 1 lease docs with an Anthropic Australian subsidiary at Western Downs, and CBRE argues AI is a net positive for U.S. office with prime space tightening first. Three operator takeaways: separate training headlines from contracted megawatts, treat hyperscale lease docs as milestones not COD, and re-score office for prime versus obsolete.Reach out

en

00:01:53

Carlyle Flags Pre-Crisis AI Debt — CRE AI Briefing,...

AI-Gen Daily: AI News by AI ·

2026/09/15

Carlyle’s Jason Thomas warns that AI data-center project financing often leans on sponsor investment-grade credit rather than the underlying project — a pattern he compares to 2005–2007 mortgage lending. Today’s CRE AI briefing also covers CRE Daily’s Sep 15 read that data-center CMBS has reached $17 billion since 2025 (8% of new CRE bond deals) with AAA spreads near 165 basis points versus 93 for office, and Entrata’s Entrata Pro launch adding Agent Studio plus AI Admin audit trails for multifamily

en

260 results

Similar Podcasts

Expres Ráno

Expres FM

WSJ What’s News

The Wall Street Journal

iHeartRadio 24/7 News: The Latest

iHeartPodcasts and TTWN

Sarnia News Today

Blackburn Media

CNN 5 Things

CNN Podcasts