# Powering AI & Infrastructure — Matterfact Podcast Newsletter > The physical build-out behind AI: grid and generation, gas and nuclear, and the data-center, tower, and logistics REITs racing to keep up with the load. **10 issues** · Coverage: GEV, ETN, PWR, VRT, ABB, NEE, SO, DUK, VST, CEG, OKLO, SMR. --- - [FERC Puts Six Grid Operators on a 60-Day Clock - Powering AI: Grid, Gas, Generation & Nuclear - Week of June 30, 2026](https://www.matterfact.com/newsletter/2026-06-30-ferc-grid-on-the-clock.md) — 2026-06-30: FERC declined to write one national data-center rulebook and instead fired show-cause orders at six RTOs with a 60-day fuse, the bull case for grid, nuclear and uranium got its fullest articulation in years, and the sharpest pushback landed on the demand forecasts the whole trade rests on. Our synthesis for the week of June 30, 2026. - [Operators Put Hard Dollar Figures on a Tariff Bill That Outlasts the Court Win - Trade War, Tariffs & Reshoring - Weekly - Week of June 29, 2026](https://www.matterfact.com/newsletter/2026-06-29-tariff-bill-stacks-reshoring.md) — 2026-06-29: Trade war, tariffs and reshoring podcast recap for the week of June 22-29, 2026. Operators from Detroit Axle, Ford and ADF Group put hard dollar figures on a stackable tariff bill that survives the Supreme Court rollback, the July 1 USMCA clock points toward a 10-year review, and the reshoring story merged with the automation and grid build-out. - [GE Vernova Gas Turbines Sold Out to 2029 as Power Becomes the AI Bottleneck - Powering AI: Grid, Gas, Generation & Nuclear - Week of June 26, 2026](https://www.matterfact.com/newsletter/2026-06-26-powering-ai-turbines-sold-out-2029.md) — 2026-06-26: Powering-AI newsletter for the week of June 26, 2026. The bottleneck has migrated from silicon to substations, with GE Vernova booking more data-center power orders in a quarter than in all of last year, turbines sold out to 2029, and uranium's long-term price hitting $94/lb even as the bears flag phantom load and a transmission cost fight. - [Power Is the Binding Constraint on AI With 32 Gigawatts Under Construction and GE Vernova Turbines Sold Out Through 2029 - Powering AI: Grid, Gas, Generation & Nuclear - Week of June 25, 2026](https://www.matterfact.com/newsletter/2026-06-25-power-is-the-moat-32-gigawatts.md) — 2026-06-25: Powering-AI newsletter for the week of June 25, 2026. The binding constraint on AI buildouts is power, not chips: 32 GW of data centers are under construction worldwide, GE Vernova turbines are sold out through 2029 with prices up 300% in three years, and the bear case has sharpened from 'bubble' to single-digit ROICs. - [Hyperscalers Build Their Own Power Plants as Gas Turbines Sell Out Through 2031 - Powering AI: Grid, Gas, Generation & Nuclear - Week of June 23, 2026](https://www.matterfact.com/newsletter/2026-06-23-powering-ai-hyperscalers-off-grid.md) — 2026-06-23: Powering-AI newsletter for the week of June 23, 2026. The bottleneck has moved from whether AI needs power to who can physically deliver a turbine or a megawatt-hour, with hyperscalers going off-grid (a 2.67 GW Microsoft-Chevron West Texas gas plant the new template) and gas turbines now sold out to 2031. - [AI and Manufacturing Drive a Power Demand Boom and Freight Rates Keep Climbing - US Industrials, Podcast Circuit Weekly Recap - Week of June 15–22, 2026](https://www.matterfact.com/newsletter/2026-06-22-industrials-electric-supercycle-freight-bull.md) — 2026-06-22: US industrials podcast recap for the week of June 15 to 22, 2026. AI-and-manufacturing electrification was the circuit's loudest theme, the freight cycle's bull/bear debate intensified, and Iran's Operation Epic Fury exposed deep weaknesses in the US munitions supply chain. - [NextEra Falls 9% on a $67B Dominion Deal as Power Demand Bears Emerge - Powering AI: Grid, Gas, Generation & Nuclear - Week of June 19, 2026](https://www.matterfact.com/newsletter/2026-06-19-nextera-67b-dominion-bet-supercycle-cracks.md) — 2026-06-19: Powering AI newsletter for the week of June 19, 2026. The power supercycle got its first real argument: operators stayed bullish on a structurally tight equipment market, but credentialed bears showed up on hyperscaler capex, NextEra fell 9% on a $67B Dominion deal, and the PJM affordability revolt escalated. - [Power Becomes the Binding Constraint for Data Centers as One Analyst Sees Hyperscaler Capex Falling - Infra REITs - Data Centers, Towers & Logistics - Week of June 18, 2026](https://www.matterfact.com/newsletter/2026-06-18-speed-to-power-first-capex-wobble.md) — 2026-06-18: Infra-REIT and data-center newsletter for the week of June 18, 2026. Power, not real estate, is the binding constraint as operators route around grid queues with on-site gas and FERC nears a large-load interconnection rule, while the first credible voice argues hyperscaler capex actually fell quarter-over-quarter in Q1. - [AI Power Demand Triggers a Grid Reliability Alert and GE Vernova Leads Industrials Picks - Industrials - Week of June 8–15, 2026](https://www.matterfact.com/newsletter/2026-06-15-industrials-ai-power-grid-crisis.md) — 2026-06-15: Industrials newsletter for the week of June 8 to 15, 2026. AI power demand became a grid-reliability emergency with GE Vernova the most-cited long, critical minerals and rare earths turned into a cross-sector squeeze, defense spending re-based higher, and freight tightened to record spot rates. - [Power Supply Is the Binding Constraint on AI Data Centers and Google's $80B Equity Raise Tests Hyperscaler Funding - Powering AI: Grid, Gas, Generation & Nuclear - Week of May 29 – Jun 4, 2026](https://www.matterfact.com/newsletter/2026-06-04-powering-ai-bottleneck.md) — 2026-06-04: Powering-AI newsletter for the week of May 29 to June 4, 2026. The power-scarcity bull case for data-center landlords got reinforced from gas-turbine lead times, grid load growth, and capacity that demand keeps outrunning, while Google's $80B equity raise opened the first real crack in the hyperscaler self-funding story. --- Related: [all newsletters](https://www.matterfact.com/newsletter.md) · [full corpus](https://www.matterfact.com/llms-full.txt)