Oracle says its New Mexico AI data center is 'on schedule' — but Bloomberg reports the company invoked force majeure on the same project, blaming delays in securing enough power to run it. On today's episode of The Daily Backprop, Alex and Jordan dig into why the binding constraint on the AI boom is shifting from chips to electricity and permits: Project Jupiter's 2.45 gigawatts, Bloom Energy fuel cells with no pipeline to feed them, a permit process stuck in hearings, and three billion dollars of Blue Owl equity on a campus that cannot get powered.Then, Microsoft's Copilot super app: Home, Code, and Autopilot tabs with full Office apps embedded and FinOps for AI spend management. Two admissions in one announcement — consumer Copilot lost to ChatGPT and Claude, and the agent economy's first killer app might be the off switch.Plus, Meta's Muse Charm: a Tamagotchi-like AI keychain with a two-inch screen and a mascot called Jolly, shipping in December. Cute hardware, brutal online reaction — surveillance fears and Cybertruck comparisons — and Amazon has already blocked Muse from shopping.0:04 — Intro1:10 — Oracle's force majeure over power2:12 — Microsoft's Copilot super app3:04 — Meta's Muse Charm3:47 — One idea to leave you withThe voices in this episode are AI-generated.Music: Floating Cities by Kevin MacLeod (incompetech.com), CC-BY 4.0.Follow: https://www.instagram.com/thedailybackprop/Listen: https://open.spotify.com/show/2jTlHqXHla3CHLjrxmn0Zo#ainews #technews #dailybackprop #oracle #microsoftcopilot #metaconnect #museai #stargate #datacenter