The Data Center Daily

The Data Center Daily — Lantern Podcasts
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The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and Bloomberg's Odd Lots.

  1. 7 hr ago

    Anthropic’s $19B Lease Puts AI Load in the Spotlight

    Anthropic signed a $19 billion, 20-year TeraWulf data center lease in Kentucky, while Duke Energy moved toward large-load tariffs in North Carolina and Virginia’s Digital Gateway megaproject kept unraveling. In this episode: Top stories: 1. TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA — Channel NewsAsia https://www.channelnewsasia.com/business/terawulf-jumps-19-billion-data-center-lease-deal-anthropic-6235606 2. Duke Energy proposes special rules for data centers in… | Canary Media — Canary Media https://www.canarymedia.com/articles/data-centers/duke-energy-proposes-special-rules-for-data-centers-in-north-carolina 3. In Virginia, 'Largest Data Campus In the World' Deal Falls Apart — EIR News https://eir.news/2026/07/news/in-virginia-largest-data-campus-in-the-world-deal-falls-apart/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    6 min

  2. 1 day ago

    FERC Orders, Water Fights, and the Data Center Backlash

    FERC’s large-load orders keep grid operators under pressure while Meta-linked wastewater contamination in Cheyenne, Project Jupiter compliance fights in New Mexico, and Equinix heat reuse in Milan show the data center buildout being judged on power, water, and community terms. In this episode: Top stories: 1. FERC issues orders to US grid operators on large load integration. - Energy-Storage.News — Energy-Storage.News https://www.energy-storage.news/its-really-about-flexibility-ferc-issues-show-cause-orders-to-us-grid-operators-on-large-load-integration/ 2. Blackstone's QTS terminates Digital Gateway data center project in Virginia - The Economic Times — The Economic Times https://economictimes.indiatimes.com/tech/technology/blackstones-qts-terminates-digital-gateway-data-center-project-in-virginia/articleshow/132156040.cms 3. Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions — ECIKS.org https://eciks.org/11973-99402-cheyenne-water-bacteria-meta-contractor 4. Doña Ana County: Project Jupiter out of compliance amid water supply concerns — Albuquerque Journal https://www.abqjournal.com/opinion/opinion-when-out-of-compliance-isnt-enough/3073245 5. Milan Draws Heat From Equinix Data Centres | Sustainability Magazine — Sustainability Magazine https://sustainabilitymag.com/news/how-equinix-turns-data-centre-heat-into-milan-city-heating Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    9 min

  3. 3 days ago

    Pension capital, grid rules and local vetoes hit AI buildout

    CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local fights keep reshaping where AI capacity can actually get built. In this episode: Top stories: 1. CPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail — The Globe and Mail https://www.theglobeandmail.com/business/article-cppib-invests-with-eqt-to-build-data-centres/ 2. FERC Orders Regional Grid Operators to Justify or Reform Tariff ... — Troutman Pepper Locke https://www.jdsupra.com/legalnews/ferc-orders-regional-grid-operators-to-4073455/ 3. Georgia Power bets on growing data center demand for energy | Macon Telegraph — The Telegraph https://www.macon.com/news/environment/article316332066.html 4. Oracle : New Mexico Environment Department Letter — Marketscreener https://au.marketscreener.com/news/oracle-new-mexico-environment-department-letter-ce7f5fd3da8ff127 5. Digital Gateway data center project dies after final developer withdraws appeal - WTOP News — InsideNoVa.com https://wtop.com/prince-william-county/2026/07/digital-gateway-data-center-project-dies-after-final-developer-withdraws-appeal/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    10 min

  4. 4 days ago

    PJM Stress Pulls Data Centers Into Grid Rulemaking

    PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-location tariff action tightening scrutiny while fresh capital targets hyperscale assets in Northern Virginia. In this episode: Top stories: 1. DOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC — TFTC https://www.tftc.io/doe-emergency-order-ai-data-centers-backup-generators-pjm-record-demand 2. PA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers — PA Environment Digest Blog http://paenvironmentdaily.blogspot.com/2026/07/puc-invites-comments-on-potential.html 3. Ferc addresses arguments on rehearing 9559652 — Troutman Pepper https://www.jdsupra.com/legalnews/ferc-addresses-arguments-on-rehearing-9559652/ 4. Kline Twp. residents say questions remain after data center sessions — Standard Speaker https://www.standardspeaker.com/2026/07/02/kline-twp-residents-say-questions-remain-after-data-center-sessions/ 5. Realty Income Joins JV To Acquire Hyperscale Data Centers — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/realty-income-joins-jv-to-acquire-hyperscale-data-centers-135259 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  5. 5 days ago

    Digital Realty Tightens Its Grip on Northern Virginia AI Capacity

    Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 MW of AI-ready capacity while Blackstone sells $2.346 billion of DLR shares tied to the deal. In this episode: Top stories: 1. Digital Realty Pays $3.5B for Blackstone Data Center Stakes — Data Center Knowledge https://www.datacenterknowledge.com/build-design/digital-realty-pays-3-5b-for-blackstone-data-center-stakes 2. Digital Realty to Buy Blackstone Data Centers | InsiderFinance — InsiderFinance https://www.insiderfinance.io/news/digital-realty-to-buy-blackstone-data-centers Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    5 min

  6. 6 days ago

    Blackstone’s DLR Share Sale Follows $7.8B Data Center Buyout

    Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the capital structure in motion and analysts frame the deal as a new per-megawatt benchmark for AI infrastructure. In this episode: Top stories: 1. Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone — Blackstone https://www.blackstone.com/news/press/digital-realty-announces-purchase-of-blackstone-interest-in-three-northern-virginia-data-centers/ 2. Digital Realty Announces Secondary Offering of Common Stock — Globe Newswire https://www.globenewswire.com/news-release/2026/06/29/3319288/0/en/Digital-Realty-Announces-Secondary-Offering-of-Common-Stock-by-Blackstone.html 3. Digital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets — Value The Markets https://www.valuethemarkets.com/cryptocurrency/news/digital-realty-sets-new-valuation-benchmark-for-ai-infrastructure Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    7 min

  7. 30 Jun

    Digital Realty’s Power Path Meets Local Grid Pushback

    Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Carolina rate case show AI load growth pushing power, water, and cost-allocation fights deeper into permitting and regulation. In this episode: Top stories: 1. Digital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City: 600 megawatts of utility power by early 2028, with two gigawatts expected at full capacity. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm 2. Digital Realty agreed to buy out Blackstone’s blended 64% interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures, moving three Northern Virginia hyperscale developments toward wholly owned Digital Realty status. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm 3. DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns — TMC Insight https://insight.tmcnet.com/insight/desoto-county-moves-toward-data-center-moratorium-as-dcip-group-project-sparks-water-and-power-concerns-mqz4oeg9 4. Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future - Climate 411 — Environmental Defense Fund https://blogs.edf.org/climate411/2026/06/29/grid-expectations-re-wiring-duke-energys-rate-case-for-a-clean-energy-future/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  8. 29 Jun

    Local Data Center Pushback Moves From Ballots to Water and Zoning

    Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of project debt for a 48 MW Loudoun County build. In this episode: Top stories: 1. Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw — The Cool Down https://www.thecooldown.com/green-tech/brookville-data-center-development-moratorium-water-concerns/ 2. Yondr JK 1 prices USD $715m notes for Virginia data centre — DataCenterNews US https://datacenter.news/story/yondr-jk-1-prices-usd-715m-notes-for-virginia-data-centre 3. Could new zoning rules stop a data center from rising next to the Nashville Zoo? — NewsChannel 5 https://www.newschannel5.com/news/state/tennessee/davidson-county/could-new-zoning-rules-stop-a-data-center-from-rising-next-to-the-nashville-zoo 4. Draft zone changes limit data centers in Fayette County | Lexington Herald Leader — Lexington Herald Leader https://www.kentucky.com/news/local/counties/fayette-county/article316284740.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min
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About

The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and Bloomberg's Odd Lots.

Information

  • Creator
    The Data Center Daily — Lantern Podcasts
  • Years Active
    2k
  • Episodes
    47
  • Rating
    Clean
  • Show Website
    The Data Center Daily

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