AI data centers lift Equinix as power and water fights widen — July 30, 2026

Equinix raised 2026 guidance after a record interconnection quarter, while Microsoft’s SEC filing, Georgia Power’s 3.2GW queue, Trump’s ratepayer pledge and Ohio’s wastewater reversal show AI infrastructure is now colliding with grid access, utility bills and local water oversight. In this episode: Top stories: 1. Equinix Reports Second-Quarter Results, Raises 2026 Guidance and Long-Term Outlook — PR Newswire https://www.prnewswire.com/news-releases/equinix-reports-second-quarter-results-raises-2026-guidance-and-long-term-outlook-302838047.html 2. Microsoft newly elevates electricity into a detailed datacenter expansion bottleneck, citing constrained generation, transmission and distribution infrastructure, delayed power connections, utility and regulatory requirements, and alternatives that may not scale in time or may cost more. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm 3. Trump expands a voluntary pledge to protect consumers ... — The Associated Press https://www.miamitimesonline.com/business/trump-expands-a-voluntary-pledge-to-protect-consumers-from-high-utility-bills-from-ai-data/article_3673206f-862f-452c-bb93-0434f7d0c95a.amp.html 4. Georgia Power Filings Show 3.2GW Grid Queue Before OpenAI Camellia Debut | SendTech Times — SendTech Times https://stechtimes.com/en/article/georgia-power-filings-put-openais-32gw-camellia-campus-in-grid-queue-ms4ps2zf 5. Ohio Reverses Plan After 7,000 Public Comments Oppose Easier Wastewater Rules for Data Centers - CRBC News — CRBC News https://www.crbcnews.com/articles/6a67c9225db02963df1709d3 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]