TechCrunch's Equity podcast episode examines the data center boom's real-world obstacles — local opposition, permitting delays, and a scramble for electricity — with hosts Rebecca Bellan and Tim De Chant joined by Brent Nelson of Ascend Analytics to sort likely builds from projects that may never get off the ground, with billions in AI infrastructure investment at stake. The page also reports a Microsoft email outage becoming a global cloud crisis, Anthropic's launch of Claude Meetings, Elon Musk's Cybertruck deposit refunds, and claims about Jensen Huang's exit and alleged affairs.