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Edition No. 046
New York · London
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Monday, September 28, 2026
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Siemens Grid Software
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In PWD coverage since September 28, 2026 · 2 stories
PWD coverage
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How 230-kW AI racks are shifting data center capital to switchgear and rate design
Vertiv's 22,000-square-meter Slovakia expansion and Michigan's outcome-linked earnings proposal show where reliability money goes while Oklo's 750 MW sits out of PJM's queue after a FERC procedural rejection.
digital · Sep 28
Siemens webinar puts AI racks at 230 kilowatts, recommending scenario-based planning
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